To install an external PostgreSQL server, ensure the PostgreSQL version matches the inbuilt PostgreSQL version series of the ServiceDesk Plus application. For example:

• If ServiceDesk Plus version is 14010 with PostgreSQL version 10.21, install an external PostgreSQL server in the 10.x series ≤ 10.21.

We recommend using Linux as the operating system for the external PostgreSQL server.

• Linux: ./psql --version
• Windows: psql.exe --version

Steps to Follow on the PostgreSQL Server

A. Start the External PostgreSQL Server and Open PSQL Console

1. Start PostgreSQL on Linux:
   

   sudo service postgresql start
   pg_lsclusters
   sudo -u postgres psql
   

   

   This logs into the default PostgreSQL console on port 5432 using the postgres database.

B. Create a New User

1. Execute the following command based on your PostgreSQL version:

   • For PostgreSQL ≥ 10:
     

     CREATE USER <username> WITH CREATEDB LOGIN REPLICATION 
     ENCRYPTED PASSWORD '<password>';
     

   • For PostgreSQL < 10:
     

     CREATE USER <username> WITH SUPERUSER CREATEDB LOGIN REPLICATION 
     ENCRYPTED PASSWORD '<password>';
     

2. Logout and re-login as the new user:

   \q
   psql -h <host> -p <port> -d postgres -U <newly created user>
   

3. List all roles and users:

   \du
   

C. Create a Database

1. Create a new database:

   CREATE DATABASE <new_db_name> WITH OWNER = <your_owner_name> ENCODING = 'UTF8' 
   LC_COLLATE = 'C' LC_CTYPE = 'C' TEMPLATE = template0;
   

2. Navigate to the new database:

   \c <database_name>
   

3. List all databases:

   \l
   

D. Create Extensions

1. Execute the following commands:

   CREATE EXTENSION IF NOT EXISTS pg_trgm;
   CREATE EXTENSION IF NOT EXISTS pgcrypto;
   CREATE EXTENSION IF NOT EXISTS citext;
   

2. Verify extensions:

   \dx
   

E. Configure the Application Machine Address (If Different from PostgreSQL Server)

1. Edit pg_hba.conf (e.g., In Linux it is placed in, /etc/postgresql/<version>/main): Add a host row to enable connections. Example:

   host    all    all    XX.XX.XX.XX/XX    md5
   

   

   Avoid using 0.0.0.0/0 as it allows access from all machines (not recommended).

   
   

2. Edit postgresql.conf:
   Add the following at the end of the file:

   listen_addresses = '<IP address(es)>'
   

   Avoid using * to listen on all IP interfaces (not recommended).

3. Restart the PostgreSQL server:

   sudo service postgresql restart
   

Steps to Follow on the Product

1. Navigate to <prod_home>/bin directory and run:

   • Linux: changeDBServer.sh
   • Windows: changeDBServer.bat

   Configure the database, port, username, and password.

2. Navigate to <prod_home>/conf/ directory and modify customer-config.xml:

   • Set StartDBServer to FALSE.

3. Start the application.