Introduction

AIP Console requires one or multiple CAST Storage Service/PostgreSQL instances (see Deployment considerations for more information about recommended deployment architecture) on dedicated Windows or Linux servers. The installation process for each is provided below.

CAST Storage Service on Windows

Before beginning the installation process, please ensure that you have carried out all of the following tasks and that the following requirements have been met:

	You need local "Administrator" privileges to install the CAST Storage Service on all Windows versions. In addition, the Windows installer requires "elevated permissions" and therefore needs to be run using the "Run as Administrator" option.
	The CAST Storage Service installer is delivered in a ZIP file. Make sure you have the required ZIP file ready.
	Unzip the ZIP file to a convenient location on the workstation
	Make sure that you disable your anti-virus software prior to launching the installer.

Interactive mode

• Right click the setup.bat file located in the folder created when you unzip the installer:
  

• Choose Run as Administrator in the contextual menu
• When the installer loads, click Next and then read and accept the License Agreement
• Choose a location for the CAST Storage Service - the setup will propose: %PROGRAMFILES%\CAST\CASTStorageService<version>. Generally speaking, the installation path must only contain ASCII characters or characters of the language (or language group) of your Windows operating system.

• Click Next (or Change to modify the installation location) and you will also be prompted to choose the location for the CAST Storage Service data and the port number for incoming connections to the CAST Storage Service. CAST recommends leaving both options to their defaults unless you know what you want to achieve:

• The installer will then ask for final confirmation before starting the installation process when you click Install:

• When the installer completes, the CAST Storage Service will be installed and will be ready for use. If you would like more information:
  • about what to expect after installing the CAST Storage Service, please see CAST Storage Service - Post installation information and action items.
  • about backing up/restoring a CAST Storage Service, resetting the default user passwords, managing user defined parameters and optimizing the databases installed on the CAST Storage Service, please see Maintenance activities for CAST Storage Service and PostgreSQL.

Silent CLI mode

This method runs the installation in CLI mode. Note that local Administrator rights are required to run the setup - as such you may need to run the Command Prompt (cmd) with the "Run as Administrator" option, or, if you are running the script in a batch file, you may need to run the batch file with administrator rights.

• On the workstation on which you want to install the CAST Storage Service, open the Command Prompt (CMD). Change the folder and/or directory and/or drive to that containing the CAST Storage Service setup.bat file (this is located in the root folder that is created from the CAST Storage Service zip file):

• Enter the following commands in the CMD window (or place them in a batch file if you prefer), changing the various options to suit your installation:

set SILENT=/s
setup.bat /qn INSTALLDIR=\"<INSTALLPATH_CSS>\" CSSPORT=\"<CSS_PORT>\" DBDATADIR=\"<INSTALLPATH_CSSDATA>\"

PostgreSQL on Linux

Installation via YUM 

PostgreSQL can be installed using RPMs (binary) or SRPMs (source) managed by YUM. This is available for the following Linux distributions (CAST recommends using only 64-bit platforms):

• Recommended versions of Linux:
  • all Linux distributions based on (or derived from) Red Hat

Configure your YUM repository

Locate and edit your distribution .repo file, located:

• On CentOS: /etc/yum.repos.d/CentOS-Base.repo, [base] and [updates] sections
• On Red Hat: /etc/yum/pluginconf.d/rhnplugin.conf [main] section

To the section(s) identified above, you need to append a line (otherwise dependencies might resolve to the postgresql supplied by the base repository):

exclude=postgresql*

Update the RPM package

A PGDG file is available for each distribution. Browse https://yum.postgresql.org/repopackages.php and find your correct RPM. There is only one single repo RPM for all PostgreSQL versions for each platform. Ensure you modify the link to the rpm file in the command below: this command will download the RPM package for the latest release of Red Hat:

rpm -ivh https://download.postgresql.org/pub/repos/yum/reporpms/EL-8-x86_64/pgdg-redhat-repo-latest.noarch.rpm
yum update

Install PostgreSQL

First run the following command to view the available releases:

yum list postgresql*

Then run the install, for example to install PostgreSQL 11:

yum install postgresql11-server

Configure data storage location

The default location for PostgreSQL data storage is set to (where <name> is the release number):

/var/lib/pgsql/<name>/data

To customize this location, you need to edit the following file (where <name> is the release number):

/usr/lib/systemd/system/postgresql-<name>.service

Initialize the PostgreSQL database server to configure data storage location

Once installed, please run the following command to initialize the server (where <name> is the release number):

export PGSETUP_INITDB_OPTIONS="-E 'UTF-8' --no-locale"
/usr/pgsql-<name>/bin/postgresql-<name>-setup initdb

Configuring the server/database

Edit the pg_hba.conf file to allow clients/users

Before clients/users connect, you may wish to secure your PostgreSQL instance using the pg_hba.conf file. There are many ways to do this which will entirely depend on your own environment and organization - for example you may wish to allow access only from certain IP addresses/hosts, or specific PostgreSQL users. The pg_hba.conf file is explained in more detail here: https://www.postgresql.org/docs/10/auth-pg-hba-conf.html.

Edit the pg_hba.conf file at /usr/local/pgsql/data using the vi command:

vi pg_hba.conf

A default set of rules is provided, which will look similar to the following:

# TYPE  DATABASE        USER           ADDRESS                  METHOD

# "local" is for Unix domain socket connections only
local   all             all                                     peer
# IPv4 local connections:
host    all             all            127.0.0.1/32             md5
# IPv6 local connections:
host    all             all            ::1/128                  md5
# Allow replication connections from localhost, by a user with the
# replication privilege.
local   replication     all                                     peer
host    replication     all            127.0.0.1/32             md5
host    replication     all            ::1/128                  md5

This default configuration only allows connections from localhost using IPv4 and IPv6, therefore to allow any client to connect, you could add the following line:

host all all 0.0.0.0/0 md5

Or to allow a specific subnet:

host all all 172.20.143.0/24 md5

You can also restrict access to specific databases and logins. For example, to allow only the operator login to access the postgres database from any client, add the following like:

host postgres operator 0.0.0.0/0 md5

Check server configuration

To check if the server itself is configured correctly for CAST AIP, we need to verify and modify certain parameters in the postgresql.conf (the file is in the postgresql directory \db_data).

pgtune

The postgresql.conf settings listed below are directly related to available RAM for the PostgreSQL instance - and as such their configuration is specific to the host machine. Please use http://pgtune.leopard.in.ua/ on the host machine to identify the correct settings and then modify postgresql.conf with the settings provided by pgtune. You should update the following settings with the values provided by pgtune:

• effective_cache_size
• min_wal_size
• max_wal_size
• wal_buffers

Some of the values suggested by pgtune are somewhat low. Therefore, please calculate the following postgresql.conf settings as follows:

• shared_buffers - value should be 25% of available RAM with a max of 8 GB

• maintenance_work_mem= 512 MB

Other settings

The following settings should also be modified to the values listed below:

PostgreSQL database server actions (start/stop/restart etc.)

Where <name> is the release number:

systemctl stop postgresql-<name>.service --> FOR SHUTDOWN
systemctl start postgresql-<name>.service --> FOR STARTING
systemctl restart postgresql-<name>.service --> FOR RESTARTING
systemctl status postgresql-<name>.service --> FOR CHECKING STATUS
systemctl reload postgresql-<name>.service --> FOR CONFIGURATION RELOAD

Create users

By default PostgreSQL will create a system account user named postgres with the role postgres. The equivalent CAST Storage Service provided by CAST includes two default users as follows:

If you would like to create these users, use the following commands:

psql
*create user operator with SUPERUSER password 'CastAIP';
*create user guest with password 'WelcomeToAIP';
*grant postgres to operator;

CAST AIP ≥ 8.3.12 - custom users

If you are using CAST AIP ≥ 8.3.12, you are also free to create your own users and then use them with CAST AIP and related software - you need to have a minimum of one user with the SUPERUSER permission and then grant the "postgres" role to this user. For example:

[postgres@cssx data]$ psql
*create user my_user with SUPERUSER password 'my_password';
*grant postgres to my_user;

When using CAST AIP ≥ 8.3.30, it is possible to create custom users that do NOT require the SUPERUSER permission if you prefer not to grant this. For example, this script creates a role "my_role" with the password "my_password" that can login. The role has not been granted the SUPERUSER permission and instead only the minimum permissions required to operate CAST AIP are granted:

[postgres@cssx data]$ psql
*create role my_role LOGIN PASSWORD 'my_password' NOSUPERUSER INHERIT NOCREATEDB NOCREATEROLE NOREPLICATION;
*grant create, connect, temporary on database postgres to my_role;

postgres database

The "postgres" database is created by default in PostgreSQL. CAST products will, by default, expect to create/connect to schemas in this database. However, it is also possible to configure CAST products to connect to a custom database other than "postgres". See Using a custom CAST Storage Service or PostgreSQL database other than the default postgres.

How to log all statement's plan

Change the following parameters in the configuration file  (..\db_data\postgresql.conf):

auto_explain.log_min_duration = '0s'            # setting this to zero logs all plan
auto_explain.log_nested_statements = on         # log statements executed inside a function
auto_explain.log_verbose = on                   # it's equivalent to the VERBOSE option of EXPLAIN
auto_explain.log_buffers = on                   # it's equivalent to the BUFFERS option of EXPLAIN
auto_explain.log_analyze = on                   # causes EXPLAIN ANALYZE output; when this parameter is on, per-plan-node timing occurs for all statements executed, whether or not they run long enough to actually get logged. This can have an extremely negative impact on performance. Turning off auto_explain.log_timing ameliorates the performance cost, at the price of obtaining less information.
shared_preload_libraries = 'auto_explain'       # change requires restart

Set this parameter to off when only actual row counts, and not exact times, are needed:

auto_explain.log_timing = off                   #  this parameter has no effect unlessauto_explain.log_analyze is enabled