You must make PostgreSQL client software accessible in the environment where the Genesys application is running.
Genesys can use PostgreSQL 9.0 or PostgreSQL 10.1 client software. By default, Genesys installation will utilize PostgreSQL 9.0 client software to access all supported versions of PostgreSQL. You can choose to use the alternative version as described in Using an Alternative Version of PostgreSQL Client Software, below.
Using PostgreSQL Client Software
The vendor client software must be in the folder specified in the environment variable PATH (for Windows), LIBPATH (for AIX), or LD_LIBRARY_PATH (for Linux and Solaris). Refer to PostgreSQL documentation for more information.
The following is an example of the configuration of Genesys Database Access Point parameters for PostgreSQL:
dbengine=postgre dbserver=<postgresql server host> dbname=<database name> username=<user name> password=<password>
Connectivity to PostgreSQL relies on TCP/IP between server and client. PostgreSQL client software uses operating system settings for the TCP/IP stack to determine how long to wait for a response form the PostgreSQL server after submitting a request to it. For example, on Linux it may take up to two hours to detect a disconnection, unless the Operating System parameter tcp_keepalive_time is adjusted. Refer to documentation for your operating system for more information.
When using PostgreSQL Server 9.2 or higher, make sure the following parameters are set in the postgresql.conf file, as follows:
bytea_output =’escape’ standard_conforming_strings=’off’
These parameters enable the use of escape characters, namely backslashes in a string. By default, backslash characters in strings are treated as ordinary characters by the standard_conforming_strings parameter set to on, overriding the value of bytea_output. Setting standard_conforming_strings to off treats backslashes as escape characters, to work with bytea_enum. For more information about these parameters, refer to PostgreSQL documentation.
Using an Alternative Version of PostgreSQL Client Software
Genesys provides newer versions of some dbclients in the dbclient_next folder of the component's Installation Package (IP). Use these processes to enable support of new databases and features. Only 64-bit versions of alternate clients are provided.
To use the latest functionality with a component, you must do the following:
- Replace the dbclients in the root installation folder with the dbclients from the dbclient_next folder.
- On the hosts that will be using this component, install the database client software and make it available for the component.
Secure Connections with PostgreSQL DBMS
You can use TLS via OpenSSL to secure connections to PostgreSQL databases.
A secure connection to a PostgreSQL database is required to set up and use SSL. OpenSSL must be installed on both the client and the server systems. This section describes how to configure the connection and enable SSL on both the PostgreSQL server and the database client. Note that the configuration steps given in this section are supported only by PostgreSQL Server version 9.2 and above.
The default directories, from which the client and server obtain their certificates, can be overridden by setting appropriate configuration options. The default directories are:
- Client: (if necessary, create the folder)
- Linux platform: ~/.postgresql/
- Windows platform: %APPDATA%\postgresql\
- Postgre SQL Server's data directory
On PostgreSQL Server
To enable SSL on the PostgreSQL server, set the parameter ssl to on in the postgresql.conf configuration file. This enables the server to listen for both normal and SSL connections on the same TCP port, based on the options specified by client.
On UNIX systems, the permissions of server.key must not allow any access to the world or group. You can achieve this by issuing the following command:
chmod 0600 server.key
If the private key is protected by a passphrase, the server will prompt for the passphrase and will not start until the correct passphrase is entered.
To start in SSL mode, files containing the server certificate and private key must exist and be available. By default, these files are expected to be named server.crt and server.key, and are located in the PostgreSQL Server's data directory. If you are using other names and locations, specify them in postgresql.conf with the parameters ssl_cert_file and ssl_key_file, respectively. You can use relative or absolute paths, but all relative paths must be relative to the server's data directory.
If you are using mutual TLS, you need to verify the client's trusted certificate. Put all Certificate Authorities (CAs) in a single file, such as root.crt, and put that file in the PostgreSQL server's data directory. In the postgresql.conf file, set the parameter ssl_ca_file to the name, and path if appropriate, of the CA file.
The following is an example of settings in the postgresql.conf file.
ssl = on #ssl_ciphers = 'DEFAULT:!LOW:!EXP:!MD5:@STRENGTH' # allowed SSL ciphers #ssl_renegotiation_limit = 512MB # amount of data between renegotiations ssl_cert_file = 'WIN-VI3D4A69M8O.crt' ssl_key_file = 'WIN-VI3D4A69M8O.key' ssl_ca_file = 'cert_authority.crt' #ssl_crl_file =
- Hash symbols (#) indicate comments in the file, or lines that are currently not read by the system.
- A change in any of the parameters except ssl_renegotiation_limit requires a restart to take effect.
The parameters in the file are described in the following table.
|Option||Default Value a||Valid Values||Contents b||Description|
|ssl_cert_file|| Linux: $PGDATA/server.crt
|Absolute path, or path relative to data directory, of server certificate file||Server certificate||Sent to client to identify server.|
|ssl_key_file|| Linux : $PGDATA/server.key
|Absolute path, or path relative to data directory, of server private key file||Server private key||Verifies that the server certificate was sent by the owner; it does not indicate that the certificate owner is trustworthy.|
|ssl_ca_file||No value (empty)||Absolute path, or path relative to data directory, of server CA file||Trusted Certificate Authorities (CAs)||List of trusted CAs, against which the client certificate is compared to ensure it was signed by a trusted CA.|
|ssl_crl_file||No value (empty)||Absolute path or path relative to data directory, of revoked certificate list file||Certificates revoked by CAs||List of revoked certificates; the client certificate must not be on this list.|
| a. PGDATA is the server's data directory, and is located by default as follows:
In the authentication configuration file (pg_hba.conf located in the server's data directory), configure records that support SSL, using one of the following methods:
- host database user address auth-method [auth-options]
This record matches connection attempts made using TCP/IP, and match either SSL or non-SSL connection attempts.
- hostssl database user address auth-method [auth-options]
This record matches connection attempts made using TCP/IP, but only when the connection is made with SSL encryption. If you are using mutual TLS, add clientcert=1 at the end of this line to require the clinet to supply a trusted certificate.
The clientcert option in pg_hba.conf is available for all authentication methods, but only for rows specified as hostssl. When clientcert is not specified or is set to 0, the PostgreSQL server will still verify any client certificates presented to it against its own CA or CA list, but it will not insist or expect a client certificate to be presented.
The following is an example of the settings in the pg_hba.conf file:
# TYPE DATABASE USER ADDRESS METHODs # IPv4 local connections: host all all 127.0.0.1/32 trust # IPv6 local connections: host all all ::1/128 md5 host replication postgres 127.0.0.1/32 md5 host replication postgres ::1/128 md5 host all all 172.24.128.47/32 md5 hostssl configdb postgres 10.31.0.50/32 password clientcert=1
On PostgreSQL Client
To configure a secure connection on a PostgreSQL client, you must first enable the SSL connection by setting the sslmode option on the client. Set this option to one of the following values:
|prefer||(Default) First try an SSL connection; if that fails, try a non-SSL connection. Furthermore, use this value only where the record uses hostssl. Note that this value is provided only for backward compatibility, and is not recommended in secure deployments.|
|allow||First try a non-SSL connection; if that fails, try an SSL connection. Furthermore, use this value only where the record uses hostssl.|
|disable||Try only a non-SSL connection.|
|verify-ca||Try only an SSL connection, and verify that the server certificate is issued by a trusted certificate authority (CA).|
|verify-full||Try only an SSL connection, verify that the server certificate is issued by a trusted CA, and verify that the server host name matches the SSL Name/Common Name (CN) of the certificate.|
|require||Try only an SSL connection. If a root CA file is present, verify that the server certificate is issued by a trusted CA.|
If the option is set to verify-ca or verify-full, a root CA certificate must be available.
For a mutual TLS connection, the server requests a trusted client certificate, which must be signed by a CA trusted by the server. A matching private key file must also be available.
Using Secure Connections to PostgreSQL Databases
If the Postgre SQL server is enabled for SSL connection, a Genesys Application can enable or disable it by using the appropriate environment variables described in this section.
Default value: prefer
Valid values: disable, allow, prefer, require, verify-ca, verify-full
Sets the client negotiation mode with the server. See the description of the values here.
Default value: ~/.postgresql/root.crt (on Linux) or %APPDATA%\postgresql\root.crt (on Windows)
Valid values: Absolute path, or relative path from default directory, of Certificate authority file. For example: D:\\MFWK\\cert\\Automated_cert_gen\\cert_authority.crt or /home/genesys/certs/cert_authority.crt
PostgreSQL client will use this file to verify the server certificate.
Default value: ~/.postgresql/postgresql.crt (on Linux) or %APPDATA%\postgresql\postgresql.crt (on Windows)
Valid values: Absolute path, or relative path from default directory, of client certificate file. For example: D:\\MFWK\\cert\\Automated_cert_gen\\server_cert.crt or /home/genesys/certs/server_cert.crt
PostgreSQL client passes this file to the server which will be verified by the server if a CA is present.
Default value: ~/.postgresql/postgresql.key (on Linux) or %APPDATA%\postgresql\postgresql.key (on Windows)
Valid values: Absolute path, or relative path from default directory, of client private key file. For example: D:\\MFWK\\cert\\Automated_cert_gen\\server_cert.key or /home/genesys/certs/server_cert.key
PostgreSQL client passes this file with the certificate to the server for verification.
Default value: ~/.postgresql/postgresql.crl (on Linux) or %APPDATA%\postgresql\postgresql.crl (on Windows)
Valid values: Absolute path, or relative path from default directory, of certificate revocation list file. For example: D:\\MFWK\\cert\\Automated_cert_gen\\revoked.crl or /home/genesys/certs/revoked.crl
PostgreSQL client checks if the server certificate is present in the list in this file; if the certificate is listed, the connection is not allowed.
Default value: password
Valid values: password, cert
Specifies authentication method to be used, as follows:
- password - Password authentication; works for SSL and non-SSL connections.
- cert - Certificate authentication; works for only SSL connections.
The following table lists the various error messages that you might encounter when setting up and using a secure connection to a PostgreSQL database.
|SSL error : tlsv1 alert unknown ca||Client certificate exists but is not trusted by server CA.|
|root certificate file "%APPDATA%/postgresql/root.crt" does not exist||Client root CA is not present in default directory or not set in environment, when sslmode=verify-ca or verify-full.|
|FATAL: connection requires a valid client certificate||Client Certificate is not present in default directory or not set in environment, when clientcert=1.|
|Certificate present, but no private key file||Client private key file is not present in default directory or not set in environment, when clientcert=1.|
|FATAL: could not load pg_hba.conf||Server CA certificate is not set or configured properly, when clientcert=1.|
|FATAL: could not load pg_hba.conf||Configuration error in pg_hba.conf file.|
|FATAL: connection requires a valid client certificate||Server authentication mode is "cert" and no client certificate is provided.|
|Certificate present, but no private key file||Server authentication mode is "cert" and no client private key is provided.|
Advanced Authentication methods with Postgre SQL DBMS
Genesys software supports the following PostgreSQL authentication methods:
- Password authentication over a plain TCP or TLS connection
- Certificate authentication This method is supported only when the connection is secured using SSL.
Password Authentication Through TCP/IP
Password authentication can be carried out over a plain (unsecured) TCP connection, or a secured TLS connection.
When SSL is enabled on both the server and client side, the encrypted or unencrypted password will be sent over a secure connection (TLS). When establishing the secure connection, you must follow basic rules of secure connection, such as:
- Server and Client machines must each have a CA that is able to verify certificates from the other machine.
- Certificate CNs should match the Host Name of the machine on which each certificate is installed.
Passwords can be authenticated using one of the following methods in PostgreSQL server:
- md5—An encrypted password is passed over the network.
- password—An unencrypted password is passed over the network.
Another related method, trust, does not pass any password over the network. In other words, it allows the client to log in without any authentication.
Methods are specified in the pg_hba.conf file. For example:
host all all 172.24.128.47/32 md5 hostssl configdb postgres 10.31.0.50/32 password host all all 127.0.0.1/32 trust
Certificate Authentication Through Secured TCP/IP connection
Instead of passing a password over the network, use this method to perform authentication over the secure connection with the same certificates.This authentication method uses SSL client certificates to perform authentication, and is therefore available only for SSL connections. When using this method, the server requires that the client provide a valid certificate. No password prompt is sent to the client.
Before using this method, you must set PGAUTH=cert.
This method compares the CN attribute of the certificate to the requested database user name, and if they match, the login is allowed. For example:
hostssl configdb postgres 10.31.0.50/32 cert
If you are using mutual TLS, you must provide a client certificate and a key file. The username and the CN of the certificate should match. However, if you want to allow the situation in which the certificate's CN is different from the requested database user name, you can use what is called username mapping, with which you map the CN name to the requested PostgreSQL username using the pg_ident.conf file, as follows:
In the pg_hba.conf file, use the map option to set a map name for the client connection, such as map=<mapname>. For example:
hostssl configdb postgres 10.31.0.50/32 cert map=dbname
Then, in the pg_ident.conf, add the mapping information. For example:
# MAPNAME SYSTEM-USERNAME PG-USERNAME dbname localuser postgres
- MAPNAME is the value of the map option in the pg_hba.conf.
- SYSTEM-USERNAME is the detected user name of the client from CN
- PG-USERNAME is the requested PostgreSQL user name.
Using PostgreSQL Databases with National Languages
Single Language Deployment
You must create all PostgreSQL databases using the same character set, for example WIN1252. You must select encoding that matches Microsoft Windows Operating System default encoding for the selected language so applications, like Interaction Routing Designer, display data correctly.
On every host that has Genesys applications accessing PostgreSQL databases, make sure that the language and encoding environment variable (or the settings for non-Unicode applications, if you are using Windows) is set to match character encoding of data in the PostgreSQL database. If there is a discrepancy between the encoding that the database and the local client are using, set the environment variable PGCLIENTENCODING on the host where the client software is running to match the database (for example, PGCLIENTENCODING=Win1252), based on the following table:
|GBK||Extended National Standard||Simplified Chinese||No||1-2||WIN936, Windows936|
|ISO_8859_5||ISO 8859-5, ECMA 113||Latin/Cyrillic||Yes||1|
|ISO_8859_6||ISO 8859-6, ECMA 114||Latin/Arabic||Yes||1|
|ISO_8859_7||ISO 8859-7, ECMA 118||Latin/Greek||Yes||1|
|ISO_8859_8||ISO 8859-8, ECMA 121||Latin/Hebrew||Yes||1|
|LATIN1||ISO 8859-1, ECMA 94||Western European||Yes||1||ISO88591|
|LATIN2||ISO 8859-2, ECMA 94||Central European||Yes||1||ISO88592|
|LATIN3||ISO 8859-3, ECMA 94||South European||Yes||1||ISO88593|
|LATIN4||ISO 8859-4, ECMA 94||North European||Yes||1||ISO88594|
|LATIN5||ISO 8859-9, ECMA 128||Turkish||Yes||1||ISO88599|
|LATIN6||ISO 8859-10, ECMA 144||Nordic||Yes||1||ISO885910|
|LATIN9||ISO 8859-15||LATIN1 with Euro and accents||Yes||1||ISO885915|
|LATIN10||ISO 8859-16, ASRO SR 14111||Romanian||Yes||1||ISO885916|
|SJIS||Shift JIS||Japanese||No||1-2||Mskanji, ShiftJIS, WIN932, Windows932|
|UHC||Unified Hangul Code||Korean||No||1-2||WIN949, Windows949|
|WIN1250||Windows CP1250||Central European||Yes||1|
|WIN1252||Windows CP1252||Western European||Yes||1|
|WIN1258||Windows CP1258||Vietnamese||Yes||1||ABC, TCVN, TCVN5712, VSCII|
For more information, refer to PostgreSQL documentation here.
With the environment set up this way, you can use character data in a single language (such as French) for all information stored and transmitted between Genesys applications.
Multiple Languages Deployment
To enable storage and processing of data in multiple languages using a PostgreSQL database, you must create all your database instances using the UTF8 character set.