Before you can install the ArcSDE component and set up the geodatabase, you need to install PostgreSQL and set it up to accept remote connections. There are also a few other tasks you must complete.

Be aware that although PostgreSQL allows you to store mixed case or all uppercase database or user names, these cannot be used with ArcSDE geodatabases.

On Windows

1. Install PostgreSQL using the PostgreSQL installation wizard.
2. Alter the pg_hba.conf file to allow client connections.
3. Make sure the Windows TEMP environment variable is set to a writable folder.
4. If you used a port number other than the default for PostgreSQL (5432), set the PGPORT environment variable to the port number you did use.

On Linux

1. Create a postgres operating system (OS) account to own the PostgreSQL database files.
2. Install PostgreSQL.
You can use the create_pgdb.sde script, which is provided on the installation DVD, to install PostgreSQL and create the database cluster.
To perform the next five steps, you can use the script setup_pgdb.sde.
For details on these two scripts, see Sample scripts provided with ArcSDE for PostgreSQL.
3. Create an sde OS administrator account with database administrator privileges.
4. Set environment variables. This includes setting PGPORT if you used a port number other than 5432 for PostgreSQL.
5. Create a database in which to create your geodatabase.
6. Create a database role named sde.
7. Create a schema named sde in the database and grant authority on that schema to the sde user.
8. Alter the pg_hba.conf file to allow client connections.

The following topics may help you with configuring PostgreSQL:

Tuning memory in PostgreSQL

Language support in the geodatabase

PostgreSQL initialization parameters

The installation files for the ArcSDE component are on a separate DVD in the ArcGIS Server media kit.

On Windows

1. Insert the installation DVD into the drive.
2. Launch the installation wizard.
3. Follow the instructions in the wizard to install the ArcSDE component of ArcGIS Server.

NOTE: You must be a Windows administrator to install any software on the machine.

On Linux

1. Place the ArcSDE component media into the appropriate drive and mount the drive.
2. Change directories to the appropriate drive.
3. Run the installation command appropriate to the shell you are using to open the command-driven dialog box for the ArcSDE component installation procedure.
4. Follow the instructions in the installation procedure.

The postinstallation tasks

• Create the ArcSDE geodatabase system tables.
• Create the ArcSDE administrator user if it does not already exist and give it necessary permissions to the database.
• Authorize the ArcSDE component.
• Set up and start an ArcSDE service (if you plan to use one).

In preparing to create the ArcSDE geodatabase system tables, determine if you need to specify storage settings for these system tables and their indexes. These settings are grouped under the DATA_DICTIONARY configuration keyword in the dbtune.sde file. You would need to alter the configuration parameter values prior to creating the geodatabase, then specify the altered dbtune.sde file when the geodatabase is created.

For details on these parameters, see The DATA_DICTIONARY keyword and its related topics The dbtune file and the DBTUNE table, DBTUNE configuration keywords, and DBTUNE configuration parameter name-configuration string pairs.

To create the geodatabase, the sde user must have super user privileges in the database.

Be aware that if you create your database or any of your database objects through the user interface in pgAdminIII, and you give the objects mixed-case or upper-case names, pgAdminIII passes the name in quotes, thereby preserving the casing you typed. Mixed-case or upper-case object names cannot be used with ArcSDE geodatabases for PostgreSQL.

On Windows

1. Use the ArcSDE for PostgreSQL Post Installation wizard to complete the postinstallation setup.
If you do not want to alter any settings in the files in SDEHOME\etc, and if you do not plan to use PostGIS, you can continue with the Post Installation wizard as soon as the installation wizard completes.
If you customized any of the files, open the Post Installation wizard from the Start menu (Start > All Programs > ArcGIS > ArcSDE). If you plan to use the PostGIS geometry type, you need to manually create the table space, database, sde role, and sde schema. Then you can run the Post Installation wizard. Be sure to choose Custom postinstallation when the wizard opens and skip the first step.
2. Using the Complete option of the Post Installation wizard will do the following:
• Create the table space to store the database.
• Create the database to store the geodatabase.
• Create the sde role and grant it super user privileges in the database.
• Create the sde role's schema in the database.
• Allow you to select configuration files.
• Create the geodatabase.
• Authorize the software.
• Create and start an ArcSDE service (if you will use one).
3. After you finish with the Post Installation wizard, you can remove super user permission from the sde user, if necessary.

On Linux

1. Set symbolic links to lib directories.
2. Modify the files in SDEHOME/etc and /etc/services.
3. Run sdesetup to create the geodatabase schema and authorize the software.
4. Start an ArcSDE service (if you will use one).
5. Optionally, you can remove super user permission from the sde user.