2.4. Setup workstation

2.4.1. Database configuration

To tell a workstation, where the database is (on the local system or on a network server) you will have to create some files initially on every device on which you will have QGIS/TDH running (client). It is not required to do that on the server itself.

These instructions depend on your operating system.

2.4.1.1. Windows pg_service

Create a new directory where you want to store the configuration in. (E.g. a new folder pgconfig in your home folder). This directory will be referred to as PGSYSCONFDIR in this guide.

Set the environment variable PGSYSCONFDIR to the path to PGSYSCONFDIR.

Note

Search for environment variable in your windows system settings, then click one of the following options, for either a user or a system variable:

Click New to add a new variable name and value. Click an existing variable, and then click Edit to change its name or value. Click an existing variable, and then click Delete to remove it.

../_images/umgebungsvariablen_pgconfdir.jpg

You can check your environment variables also within QGIS: Menu Settings –> Options... –> System Tab –> Environment

Inside this folder, there will be two files

  • pg_service.conf

  • pgpass (If you do not want to enter the password for the db every time)

Attention

On Windows, you need to save pg_service.conf in Unix format in order to work. One way to do it is to open it with Notepad++ and Edit –> EOL Conversion –> UNIX Format –> File save .

2.4.1.2. Linux/macOS pg_service

On Unix systems (linux/macOS etc.) you may put the files .pg_service.conf and .pgpass into your home folder (normally /home/[username]). Pay attention to the starting . (<> Windows)!

If your QGIS doesn’t find the .pg_service.conf file, set the environment variable PGSYSCONFDIR:

In QGIS go to Settings > Options > System tab. Near the bottom you’ll find Environment. Tick Use custom variables and click on the plus on the right. Add the PGSYSCONFDIR variable using Append (to make sure you don’t delete anything - doesn’t matter probably) and its value (probably /home/[username] see above). Then click OK at the bottom right.

../_images/macEnvVarSet.png

After closing and reopening QGIS, you should be able to see the added PGSYSCONFDIR at the bottom of the same window under Current environment variables. .. figure:: images/macEnvVarCheck.png

2.4.1.3. All systems

Put the following content in the file pg_service.conf or .pg_service.conf. You may have to adapt the variables for your setup.

[pg_tdh]
host=localhost
port=5432
dbname=tdh
user=tdhuser

To save the password as well on the system you may use the file pgpass.

localhost:5432:*:tdhuser:password

Note

If you don’t have the database on your local machine replace any occurence of localhost with the network address of your database server.

Alternative: put your password directly into the pg_service.conf (on Windows) / .pg_service.conf (on *nix) file:

[pg_tdh]
host=localhost
port=5432
dbname=tdh
user=tdhuser
password=***

2.4.2. Install QGIS

  • Minimum requirement 3.4

  • We recommend using the latest master build (called qgis-dev on Windows) which often offers a better experience in combination with TDH. For Windows installation, download the OSGeo4W Installer choose advanced installation and install qgis-dev.

2.4.3. Install the demo data

as described here

2.4.4. Install the demo project

  • Download from https://github.com/TDH/tdh/releases/latest the tdh.zip

  • Extract the file

  • If you leave the tdh_[language].qm files in the same directory as the tdh.qgs file and start QGIS with one of these languages, your tdh-project will be translated to that langue when you start the project. E.g. you start tdh.qgs with a QGIS Installation that is set to German, then the tdh.qgs project will appear in German.

Note

You need to explicitly set the language in QGIS in settings. If QGIS is configured to take the system language, the TDH translation is not loaded.

installation-guide/images/tdh_project_qm_language_files.jpg
  • Open project/tdh.qgs with QGIS

  • When you save that project it will keep it’s language and it cannot be changed in the same way.

2.4.5. If you are a data owner: Add your own OID to the project

  • If you are a data owner (Datenherr), you should add your OID data in the table tdh_sys.oid_prefixes:

../_images/oid_prefix.jpg
  • Edit 02_oid_generation.sql with your OID if you want it permanently in the TDH project and hand in a pull request

https://github.com/TDH/datamodel/blob/master/02_oid_generation.sql

-- sample entry for the City of Uster - you need to add an entry for your own organization
INSERT INTO tdh_sys.oid_prefixes (prefix,organization,active) VALUES ('ch11h8mw','Stadt Uster',TRUE);
INSERT INTO tdh_sys.oid_prefixes (prefix,organization,active) VALUES ('ch15z36d','SIGE',FALSE);
INSERT INTO tdh_sys.oid_prefixes (prefix,organization,active) VALUES ('ch13p7mz','Arbon',FALSE);

and set the OID you want to use in your project to TRUE.

Note

If you work with different databases for different communities, you should use different OID prefixes for each database.

2.4.6. Working with more than one database

  • Create a new database in pgAdmin with a new name, e.g. communityA

  • Create a new schema tdh in this database (do not choose another name, because all scripts works with the schema-name tdh)

  • Go further on as described in 1.2 Database initialization

  • Change the pg_service.conf - file

[pg_tdh]
host=localhost
port=5432
dbname=tdh
user=tdhuser
[pg_communityA]
host=localhost
port=5432
dbname=communityA
user=tdhuser
  • Search and replace in the copy of tdh_en.qgs all ‘pg_tdh’ with ‘pg_communityA’