Download the PostgreSQL Installer

Visit https://www.enterprisedb.com/downloads/postgres-postgresql-downloads and download the installer. 

• PostgreSQL version 14 is recommended as it is what we currently run in our production environments.
• For the purposes of this document, version 14 is assumed.

Run the PostgreSQL Installer

All default options are fine:

• All components selected
• Installation directory: C:\Program Files\PostgreSQL\14
• Data directory: C:\Program Files\PostgreSQL\14\data
• Port: 5433 (Take note in case this differs. It is needed later.)
• When prompted for a password for the postgres user, use the password configured in the server's config.ini in the [portal] section. If a different password is used the server fails to connect.

Stop Services

Ensure the following services are stopped: Anchor Server, Anchor Celery, Apache.

Backup the Original Portal Database

1. Use pgAdmin 4 to backup the original portal database from the original server. 
2. Open pgAdmin 4 (C:\Program Files\PostgreSQL\14\pgAdmin 4\runtime\pgAdmin4).
3. You should see both the original server and PostgreSQL 14 in the server list.
4. Connect to the original server.
5. Expand the list of databases.
6. Right-click the portal database and select Backup...
7. For the Filename field, select a location to save the backup and name it portal.backup.
8. Select Custom from the Format drop-down.
9. Select UTF8 from the Encoding drop-down.
   
10. Leave all other options as the defaults.
11. Click Backup.

Backup Roots Database

1. Right-click the roots database and select Backup...
2. For the Filename field, select a location to save the backup and name it roots.backup.
3. In the Format drop-down, select Custom.
4. In the Encoding drop-down, select UTF8.
   
5. Leave all other options as the defaults.
6. Click Backup.
7. The backup process may take a while, depending on the size of the database. 
   
8. When the backup completes, click Done and close pgAdmin 4.

Restore the Portal Database on the New Server

Use pgAdmin 4 to restore the portal database on the new server. 

1. Open pgAdmin 4. If the following error occurs when attempting to open pgAdmin 4 then you need to install a supported version for your operating system: The procedure entry point discardvirtualmemory could not be located in the dynamic link library C:\Program Files\PostgresSQL\14\pgAdmin4\runtime\nw.dll.
   • Download pgAdmin 4 v6.21 from https://www.pgadmin.org/download/pgadmin-4-windows/ (Windows Server 2012 and above).
   • We recommend installing pgAdmin 4 v6.21 somewhere easy to find such as the Postgres12 directory: C:\Program Files\PostgresSQL\14\pgAdmin4.
2. You may be prompted to set a master password for pgAdmin 4 the first time you open it. A password at this point is not required, however, you can set a password or click Cancel to ignore.
3. Connect to the new server, named PostgreSQL 14 by default.
   
   

Create the New Portal Database

1. Right-click the server and select Create > Database...
2. Enter portal for the Database name.
   
3. Leave all other options as the defaults.
4. Click Save.

Restore the Portal Database to the New Server

1. Right-click the new portal database and select Restore...
2. In the Format field, enter Custom or tar.
3. In the Filename field, select the portal.backup file you saved earlier.
   
4. Leave all other options as the defaults.
5. Click Restore.

Restore the Root Database to the New Server

1. Right-click the server and select Create > Database...
2. Enter roots for the Database name.
   
3. Leave all other options as the defaults.
4. Click Save.
5. Right-click the new roots database and select Restore...
6. In the Format field, enter Custom or tar.
7. In the Filename field, select the roots.backup file you saved earlier.
   
8. Leave all other options as the defaults.
9. Click Restore.
10. The restore process may take a while depending on the size of the database. 
    

Update the Server Config

1. Open \Anchor Server\conf\config.ini in a text editor.
2. Change the port entry in the [portal] section to 5433 (or the port value you chose during the PostgreSQL installation).
   [portal]
host = localhost
database = portal
port = 5433
3. Save.

Update the Web Config

1. Open \Anchor Server\web\config.py in a text editor.
2. Add the following line after the PORTAL_DB_NAME line (change the port number if a different one was used during the PostgreSQL installation).
   If config.py already has a value for PORTAL_DB_PORT, update it instead.
   PORTAL_DB_PORT = "5433"
3. Save.

Connect to the Restored Portal Database Running on PostgreSQL 14

1. Launch pgAdmin 4.
2. Navigate to Databases > portal > Schemas  > public > Tables > root_db_location.
3. Change the host to reflect the new server address.
4. Change Port to 5433.
   

Edit C:\Program Files\PostgreSQL\14\data\ pg_hba.conf

1. In Text editor open C:\Program Files\PostgreSQL\14\data\ pg_hba.conf.
2. Add following lines at bottom of page.

   # local   replication     all                                     scram-sha-256
   # host    replication     all             127.0.0.1/32            scram-sha-256
   # host    replication     all             ::1/128                 scram-sha-256
   host    all             all             all                     md5
   host    all             all             ::1/128                 md5
   host    replication     all             127.0.0.1/32            md5
   host    replication     all             ::1/128                 md5

   

Stop Postgresql-12.x Service

In postgresql-12.x service properties, change Startup type to Manual.

Restart Services

Restart the following services: Anchor Server, Anchor Celery, Apache.

Verify the Application Works as Expected