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Sharing an IMSMA Staging Area

1,669 bytes added, 13:48, 22 June 2018
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{{Under construction| This page is under construction}}<br />
 
It can be useful to share an IMSMA staging area between different actors as a way to share IMSMA data. For example, in a setup where each actor/operator enters its own data into IMSMA (and thus has a subset of the provincial or national data), sharing the global staging area is a way of giving each actor access to the global dataset, without compromising their own IMSMA database.
=== Backup of the staging area ===__NOEDITSECTION__
The first step of option 1 is to create a backup of the staging area database. This is different from taking a backup of IMSMA, because the staging area is not part of the IMSMA application, but a stand-alone PostgreSQL database. A backup can be created using any tool that can connect to the PostgreSQL database (e.g. Navicat). The guide below details the steps using pgAdmin3, a tool that comes for free with every PostgreSQL installation, thus also with an IMSMA installation.
{{Note|On a computer with IMSMA V6 installed, the executable for starting pgAdmin3 is ''C:\IMSMAng\pgsql\bin\pgAdmin3.exe''.}}
In order to create a backup of the staging area database, the following steps are required:
<ol>
</ol>
<li>Right-click on newly created (or already available) staging database, and choose '''Restore...'''</li>
{{Note|If you have an existing database (e.g. the staging area from last month), it needs to be dropped and recreated, otherwise the restore will only issue errors saying that the tables already exist. As an alternative to manually dropping and recreating a database, scripts can be provided for the restore that allow to specify several options. Please contact your [[Management_Consulting_TeamInformation_Management_Team|GICHD IM advisor]] if you wish to implement such scripts.}}
<li>In the restore window, choose '''Custom or Tar''' as the Format, select the path and filename of the .backup file, and choose '''imsma''' (if available) or '''postgres''' (or any other custom-defined user) as the Role.</li>
<li>Click on '''Restore''' and wait for the restore process to finish. Depending on the size of the database, this can take some time.</li>
</ol>
== Hosting the staging area on a server ==__NOEDITSECTION__
The staging area may be hosted on a server allowing clients from within or outside of the network to connect. The following steps are required to achieve this:
# If required, install the [[Staging_Area_Generator|Staging Area Generator]] on the server - this will automatically install PostgreSQL and PostGIS.
# If you have not installed the [[Staging_Area_Generator|Staging Area Generator]], install PostgreSQL and the PostGIS extension on the server.
# Access the database server with e.g. pgAdmin, Navicat, or any other SQL tool.
# Create a new PostgreSQL database.
# Restore the staging area backup as described [[Sharing_an_IMSMA_Staging_Area#Restore of the staging area|above]].
# OR, instead of the previous two steps, if the [[Staging_Area_Generator|Staging Area Generator]] is installed and the IMSMA installation is accessible, then the staging area can directly be generated from a remote IMSMA. In this case, in the window in which the parameters for the [[Staging_Area_Generator|Staging Area Generator]] are entered, specific the machine name or IP address on which the source database (IMSMA) is running.
# Ensure that port 5432 (default PostgreSQL port) is open on the server, for the machines having to access it.
# Ensure that PostgreSQL is configured to allow remote connections. This configuration is done via the attribute '''listen_addresses''' in the file named '''postgresql.conf''' that can be found in the '''data''' directory of the PostgreSQL installation (e.g., if IMSMA is installed, then that file can be found in C:\IMSMAng\pgsql\data). If any changes are made to the configuration, the pgSQL service needs to be restarted (Control Panel &rarr; Administrative Tools &rarr; Services).
 
The staging area can then be accessed from the specified machines/IP addresses/networks via a JDBC connection.
== Hosting IMSMA on a server and allow remote staging area generators to connect==__NOEDITSECTION__
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