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• Provision the necessary hardware to support your implementation plan.
• Select one of the recommended operating systems from the options listed on the server recommendations page. You need to know which operating system you are using before you begin the installation. We do not support Ubuntu or any operating system not explicitly listed.
• The server, either directly or indirectly, must be able to access the internet on ports 80 and 443.
• Ensure that the machine and the data directory location of the PostgreSQL installation have sufficient disk space by running the df -h command. Requirements and recommendations for disk layout can be seen here: PostgreSQL.
• Ensure that SELinux is disabled.
• Ensure that firewalld  is disabled or the necessary ports must be opened (postgresql: 5432; client tools: 80 and 443).
• We recommend restricting the root alexandria user to the database administrator only. For all other uses, we suggest creating a separate user which has only SELECT permissions in the core schema.

• Install the CLAIMS Direct yum repository:

  Distribution	URL
  RHEL/CentOS 7	sudo yum -y install \ https://repo.ificlaims.com/ifi-claims-direct/centos/7/x86_64/ifi-claims-direct-1.0-1.el7.x86_64.rpm
  RHEL/Rocky 8	sudo dnf -y install \ https://repo.ificlaims.com/ifi-claims-direct/rocky/8/x86_64/ifi-claims-direct-1.0-1.el8.x86_64.rpm
  Amazon Linux 2	sudo yum -y install \ https://repo.ificlaims.com/ifi-claims-direct/amzn2/x86_64/ifi-claims-direct-1.0-1.amzn2.x86_64.rpm

Note: It is recommended to copy and paste the code provided in these instructions.

# Amazon Linux 2
sudo amazon-linux-extras install epel
sudo amazon-linux-extras enable postgresql14
sudo yum clean all
sudo yum update

# RHEL/CentOS 7
sudo yum -y install epel-release
sudo yum clean all
sudo yum update

# Rocky
sudo dnf -y install epel-release
sudo dnf config-manager --set-enabled powertools
sudo dnf clean all
sudo dnf update

# RHEL
sudo subscription-manager repos --enable codeready-builder-for-rhel-8-x86_64-rpms
sudo dnf install -y https://dl.fedoraproject.org/pub/epel/epel-release-latest-8.noarch.rpm
sudo dnf clean all
sudo dnf update

Note: Reboot if kernel was upgraded.

# Note: this installs the default version of your distribution. If you would like a higher version,
#       please see: https://www.postgresql.org/download/linux/redhat/
sudo yum -y install postgresql postgresql-contrib postgresql-plperl postgresql-server

sudo -u postgres initdb -A trust -D /var/lib/pgsql/data -E utf8

Note: PostgreSQL, by default, only allows local connections. If you would like to open access to network clients or are installing the Client Tools on a separate server, please see Allowing Remote Access to PostgreSQL Alexandria.

sudo systemctl enable postgresql.service ; sudo systemctl start postgresql.service

echo "create role alexandria with superuser login;" \
  | psql -U postgres postgres

sudo yum -y install alexandria-schema-tools

cat /usr/share/alexandria/alexandria-schema-xml/alexandria-schema-xml.sql | psql -U alexandria postgres

psql -U alexandria --list

                 List of databases      
Name       |  Owner    | Encoding |   Collate  |    Ctype    |  Access privileges
-----------------+------------+----------+-------------+-------------+-----------------------
alexandria |alexandria | UTF8     | en_US.UTF-8| en_US.UTF-8 |                                		                                                                                                 
postgres   |postgres   | UTF8     | en_US.UTF-8| en_US.UTF-8 |  
template0  |postgres   | UTF8     | en_US.UTF-8| en_US.UTF-8 |=c/postgres          +      
 		   |           |          |            |             | postgres=CTc/postgres
template1  |postgres   | UTF8     | en_US.UTF-8| en_US.UTF-8 |=c/postgres          +       
           |           |          |            |             | postgres=CTc/postgres

Note: For changes to be applied, PostgreSQL needs to be restarted:

sudo systemctl restart postgresql.service

cd-pre-flight-check.sh 

# Testing localhost/alexandria ...
#   OK    : procedual language sql
#   OK    : procedual language plpgsql
#   OK    : procedual language plperl
#   OK    : procedual language plperlu
#   OK    : XML capability (test 1/libxml):
#   OK    : XML capability (test 2/libxml):

nohup cd-load.sh &

select query_start, state, query from pg_stat_activity where datname = 'alexandria';

cd-count.sh

echo "select * from xml.t_patent_document_values where ucid = 'US-5551212-A'" | psql -U alexandria

Note: For new installations as well as any changes to your subscription, it may take 24 hours for full synchronization of your on-site instance.

Once the data has been loaded, proceed to Client Tools Installation.

Familiarize yourself with the PostgreSQL Schema and Tools.