PostgreSQL preparation on Linux - CustomerID

This page will describe how to install a very basic PostgreSQL Server RDBMS installation with a basic database for Ubisecure CustomerID. Many details will vary on a per customer basis, so further tuning is left to the integrator. One significant detail is to manage the collation rules on a per-column basis, therefore it is most probably necessary to make changes to the provided Database Definition Language (DDL) files before they are used to create the database tables for Ubisecure CustomerID. Collations define how text is compared and sorted and whether searches should behave in a case sensitive or insensitive manner.

Following commands are just examples how install a basic PostgreSQL database. You might want to use your own commands. Don't copy and paste the commands in this chapter. Write them by hand to avoid involuntary character replacement.

Obtaining and installing PostgreSQL

PostgreSQL binaries and instructions on how to use platform specific package managers to download and install PostgreSQL, can be found at the following URL:
https://www.postgresql.org/download/

Having obtained PostgreSQL binaries, run the wizard or relevant binaries to install. The installation process is documented and maintained by your PostgreSQL vendor, so please follow their instructions to ensure the best possible configuration. We have tested Ubisecure CustomerID with PostgreSQL 9.4.x.

Creating a database user

Use the following command to create a new user in the PostgreSQL database.

psql --username=postgres -c "CREATE USER customerid_user WITH PASSWORD 'replace with your database.password from linux.config'"

Creating the database

psql --username=postgres -c "CREATE DATABASE customeriddb WITH OWNER = customerid_user TEMPLATE = template0 ENCODING = 'UTF8' TABLESPACE = pg_default LC_COLLATE = 'fi_FI.utf8' LC_CTYPE = 'fi_FI.utf8' CONNECTION LIMIT = -1;" 
psql --username=postgres -c "GRANT CONNECT, TEMPORARY ON DATABASE customeriddb TO public;" 
psql --username=postgres -c "GRANT ALL ON DATABASE customeriddb TO customerid_user;"

Modifying the DDL

The main modifications to the DDL involves setting collations to specific columns. There could be some information that should be interpreted as identical regardless of letter case but on the other hand there could also be some attributes where letter case is significant in uniqueness. In order to make it easier to set collations to columns it is convenient to create named collations that can be referenced by name instead. 

psql --username=postgres --dbname=customeriddb -c "CREATE COLLATION custom_collation (locale = 'fi_FI.utf8');"

Now that there's a named collation, it can be attached to column definitions by modifying DDL like in example below:

Original: 

CREATE TABLE CIDTUSERS (
CIDCUSERID CHAR(36) NOT NULL CONSTRAINT CIDPK_CIDTUSERS PRIMARY KEY,
CIDCREPOUSER VARCHAR(1024),
CIDCORGANIZATIONID CHAR(36) CONSTRAINT CIDFK_CIDTUSERS_CIDCORGANIZATIONID REFERENCES CIDTORGANIZATIONS (CIDCORGANIZATIONID),
CIDCSTATUS INTEGER NOT NULL DEFAULT 4,
CIDCCN VARCHAR(1024),
CIDCEMAIL VARCHAR(1024),
CIDCMOBILE VARCHAR(1024),
CIDCLOCALE CHAR(5),
CIDCFIRSTNAME VARCHAR(1024),
CIDCSURNAME VARCHAR(1024),
CIDCLOGIN VARCHAR(1024),
CIDCSSN VARCHAR(1024),
CIDCCREATED TIMESTAMP NOT NULL,
CIDCLASTMODIFIED TIMESTAMP NOT NULL);

Modified: 

CREATE TABLE CIDTUSERS (
CIDCUSERID CHAR(36) NOT NULL CONSTRAINT CIDPK_CIDTUSERS PRIMARY KEY,
CIDCREPOUSER VARCHAR(1024),
CIDCORGANIZATIONID CHAR(36) CONSTRAINT CIDFK_CIDTUSERS_CIDCORGANIZATIONID REFERENCES CIDTORGANIZATIONS (CIDCORGANIZATIONID),
CIDCSTATUS INTEGER NOT NULL DEFAULT 4,
CIDCCN VARCHAR(1024) COLLATE custom_collation,
CIDCEMAIL VARCHAR(1024) COLLATE custom_collation,
CIDCMOBILE VARCHAR(1024),
CIDCLOCALE CHAR(5) COLLATE custom_collation,
CIDCFIRSTNAME VARCHAR(1024) COLLATE custom_collation,
CIDCSURNAME VARCHAR(1024) COLLATE custom_collation,
CIDCLOGIN VARCHAR(1024) COLLATE custom_collation,
CIDCSSN VARCHAR(1024),
CIDCCREATED TIMESTAMP NOT NULL,
CIDCLASTMODIFIED TIMESTAMP NOT NULL);

Applying the CustomerID DDL to PostgreSQL

psql --dbname=customeriddb --username=customerid_user -f /usr/local/ubisecure/customerid/sql/cid_create.sql

When the database structure has been created, run the cid_init.sql and create the relevant views for SSO Server

psql --dbname=customeriddb --username=customerid_user -f /usr/local/ubisecure/customerid/sql/cid_init.sql
psql --dbname=customeriddb --username=customerid_user -f /usr/local/ubisecure/customerid/sql/cid_create_sso_views_and_functions.sql

If you notice something wrong with the database at this point, it is possible to drop the tables using the script cid-drop.sql. After this, the DDL can be modified and imported again. Note that all inserted data in the database will be lost when the tables are dropped.