Adding a PostgreSQL environment

This topic describes how to add a PostgreSQL Staging environment.

Prerequisites

Make sure that the staging environment in question meets the requirements described in Requirements for PostgreSQL hosts and databases and Prerequisites for Discovery operation described in the Prerequisites for privilege elevation using DLPX_DB_EXEC script section.

Procedure

Login to the Delphix Management application.
Click Manage.
Select Environments.
Next, to Environments, click the Actions (...) menu and select Add Environment.
In the Add Environment dialog, select Unix/Linux.
Select Standalone Host.
Click Next.
Enter Name for the Environment.
Enter the Host IP address or hostname.
Enter the SSH port. The default value is 22.
Enter an OS Username for the Environment. If a low-privileged OS user is used, make sure the Prerequisites for Privilege Elevation using DLPX_DB_EXEC Script are met.
Select Login Type. — Username and Password - enter the OS username and password — Username and Public Key - enter the OS username. — Password Vault - select from an existing Enterprise Password Vault Note:
Using Public Key Authentication
If you want to use public-key authentication for logging into your Unix-based environment, there are two options: use the engine's key pair or provide a key pair for this environment.
To use the engine's key pair:
1. Select Public Key for the Login Type.
2. Click View Public Key.
3. Copy the public key that is displayed, and append it to the end of your ~/.ssh/authorized_keys file. If this file does not exist, you will need to create it.
  1. Run chmod 600 ~/.ssh/authorized_keys to allow only the file's owner to read and write to it (make sure the file is owned by the user).
  2. Run chmod 755 ~ to restrict access to the user's home directory so no other user may write to it.
  3. Run chmod 700 ~/.ssh so that others cannot write to it. The ~/.ssh directory cannot be writable by group or other users. Otherwise, authentication will fail.
As an alternative, you can provide a key pair specific for this environment via the API or CLI. See Option 2 in this CLI Cookbook article for instructions.
For Password, enter the password associated with the user in step 11.
If you want to use Public Key Encryption for logging into your environment:
1. Select Public Key for the Login Type.
2. Click View Public Key.
3. Copy the public key that is displayed, and append it to the end of your ~/.ssh/authorized_keys file. If this file does not exist, you will need to create it.
  1. Run chmod 600 ~/.ssh/authorized_keys to allow only the file's owner to read and write to it (make sure the file is owned by the user).
  2. Run chmod 755 ~ to restrict access to the user's home directory so no other user may write to it.
  3. Run chmod 700 ~/.ssh so that others cannot write to it. The ~/.ssh directory cannot be writable by group or other users. Otherwise, authentication will fail.
    The public key needs to be added only once per user and per environment.
    You can also add public key authentication to an environment user's profile by using the command-line interface, as explained in the topic CLI Cookbook: Setting up SSH key authentication for UNIX environment users
For Password Login, click Verify Credentials to test the username and password.
Enter Toolkit Path (make sure Toolkit path does not have spaces).
To provide your own Oracle Java select the Provide my own JDK checkbox and click Next.
In the Java Development Kit tab enter the absolute path to your Oracle JDK and click Next.
Click Submit.

As the new environment is added, you will see two jobs running in the Delphix platform Job History, one to Create and Discover an environment, and another to create an environment. When the jobs are complete, you will see the new environment added to the list in the Environments tab. If you do not see it, click the Refresh icon in your browser.

Once the environment is discovered, further linking would require adding a source config to the above-discovered installation. Please refer to Linking a PostgreSQL dSource for more information.

Post requirements

To view information about an environment after you have created it:

Click Manage.
Select Environments.
Select the environment name.