xTuple Admin Guide

Once you have PostgreSQL installed, the first thing to do is initialize the server so xTuple databases will run successfully on it. Do the following things:

First, connect to your PostgreSQL database with the pgAdmin application. Right-click on the Servers icon in the Browser section and then select Create > Server.

Add new server

When you are presented with the new server screen, enter a name for the server, and then click on the Connection tab.

Next, fill in the connection information. You have flexibility in some of the options you choose. However, the following must be used:

Server definition

Once you have the connection between pgAdmin and PostgreSQL completed, the next step is to configure PostgreSQL so xTuple databases will run successfully on it. The first thing to do then is to create the xtrole group role. Right-click on the Login/Group Roles section, then select Create > Login/Group Role.

Group roles

When creating the new group role for xtrole, you only need to enter a minimal amount of information. On the General tab, enter the same information as it's shown in the next screenshot. The role Name should be lower case.

Group role for xtrole

Then switch to the Privileges tab. The only role privilege you need is Inherits rights from parent roles?. That's it. No password required. And you don't have to add any information under the other tabs that are shown. Click SAVE when done.

Now that you have the xtrole group role defined, the next step is to create the "admin" user and place the user in the group xtrole. Once again, right-click on the Login/Group Roles section, select Create > Login/Group Role. The next screenshot shows how you can access the screen for creating a new login role.

Login roles

Beginning on the General tab, enter Name: admin.

Go to the Definition tab and enter the Password as "admin". If you don't need the account to expire at a certain point, then just leave the Account Expires date blank. That will keep the account open indefinitely.

On the Privileges tab, select Yes for all options.

Login role for admin user

On the Membership tab make the user "admin" a member of the group xtrole. The following screenshot shows the end result of this action. Click SAVE when done.

Admin in group xtrole

That's all you need to initialize PostgreSQL for xTuple. You can now load xTuple ERP databases onto the server and connect to them using your xTuple ERP client application.