Mercurial > hg > orthanc-book
annotate Sphinx/source/plugins/postgresql.rst @ 1020:3f4a7ee8033b
auth plugin huge rewrite
| author | Alain Mazy <am@osimis.io> |
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| date | Fri, 26 Jan 2024 18:37:04 +0100 |
| parents | 3f3a1b54a839 |
| children | a3436ae3709c |
| rev | line source |
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| 24 | 1 .. _postgresql: |
| 2 | |
| 3 | |
| 4 PostgreSQL plugins | |
| 5 ================== | |
| 6 | |
| 27 | 7 .. contents:: |
| 8 | |
| 9 The Orthanc project provides two **official** plugins to replace the | |
| 10 default storage area (on the filesystem) and the default SQLite index | |
| 11 by a PostgreSQL database. | |
| 12 | |
| 13 For general information, check out the `official homepage of the | |
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14 plugins <https://www.orthanc-server.com/static.php?page=postgresql>`__. |
| 27 | 15 |
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16 For information about scalability, make sure to read the section about |
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17 :ref:`multiple writers in large-scale deployments <multiple-writers>`. |
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18 |
| 750 | 19 The source code of the PostgreSQL plugins can be found in the |
| 20 ``orthanc-databases`` `Mercurial repository | |
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21 <https://orthanc.uclouvain.be/hg/orthanc-databases/>`__, next to the |
| 750 | 22 source code of the :ref:`ODBC <odbc>` and |
| 23 :ref:`MySQL/MariaDB <mysql>` plugins. | |
| 27 | 24 |
| 25 | |
| 26 Compilation | |
| 27 ----------- | |
| 28 | |
| 128 | 29 Static linking |
| 30 ^^^^^^^^^^^^^^ | |
| 31 | |
| 27 | 32 .. highlight:: text |
| 33 | |
| 154 | 34 The procedure to compile these plugins is similar to that for the |
| 27 | 35 :ref:`core of Orthanc <compiling>`. The following commands should work |
| 154 | 36 for most UNIX-like distribution (including GNU/Linux):: |
| 27 | 37 |
| 154 | 38 $ mkdir BuildPostgreSQL |
| 39 $ cd BuildPostgreSQL | |
| 40 $ cmake ../PostgreSQL -DSTATIC_BUILD=ON -DCMAKE_BUILD_TYPE=Release | |
| 27 | 41 $ make |
| 42 | |
| 43 The compilation will produce 2 shared libraries, each containing one plugin for Orthanc: | |
| 44 | |
| 45 * ``OrthancPostgreSQLIndex`` replaces the default SQLite index of Orthanc by PostgreSQL. | |
| 46 * ``OrthancPostgreSQLStorage`` makes Orthanc store the DICOM files it receives into PostgreSQL. | |
| 47 | |
| 128 | 48 |
| 49 Microsoft Windows and Apple OS X | |
| 50 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | |
| 51 | |
| 750 | 52 Pre-compiled binaries for Microsoft Windows 32bit `are also available |
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53 <https://orthanc.uclouvain.be/downloads/windows-32/orthanc-postgresql/index.html>`__. |
| 30 | 54 A package for `Apple's Mac OS X |
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55 <https://www.orthanc-server.com/static.php?page=download-mac>`__ |
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56 is available courtesy of `Orthanc Team <https://orthanc.team/>`__. |
| 27 | 57 |
| 58 | |
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59 .. _postgresql-ubuntu1604: |
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60 |
| 128 | 61 Dynamic linking on Ubuntu 16.04 |
| 62 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | |
| 63 | |
| 64 .. highlight:: text | |
| 65 | |
| 66 If static linking is not desired, here are build instructions for | |
| 67 Ubuntu 16.04 (provided build dependencies for the :ref:`core of | |
| 68 Orthanc <compiling>` have already been installed):: | |
| 69 | |
| 70 $ sudo apt-get install libpq-dev postgresql-server-dev-all | |
| 154 | 71 $ mkdir BuildPostgreSQL |
| 72 $ cd BuildPostgreSQL | |
| 73 $ cmake ../PostgreSQL -DCMAKE_BUILD_TYPE=Release \ | |
| 74 -DALLOW_DOWNLOADS=ON \ | |
| 75 -DUSE_SYSTEM_GOOGLE_TEST=OFF \ | |
| 76 -DUSE_SYSTEM_ORTHANC_SDK=OFF | |
| 128 | 77 $ make |
| 78 | |
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79 |
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80 .. _postgresql-cmake: |
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81 |
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82 Dynamic linking on other GNU/Linux distributions |
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83 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
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84 |
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85 .. highlight:: text |
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86 |
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87 The build instructions should always be very similar to those for |
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88 :ref:`Ubuntu 16.04 <postgresql-ubuntu1604>`. One difficulty that could |
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89 however arise is that it is possible that the CMake environment that |
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90 is shipped with the GNU/Linux distribution cannot locate a recent |
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91 version of the development headers for PostgreSQL. This leads to an |
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92 error while invoking CMake that looks like:: |
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93 |
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94 -- Could NOT find PostgreSQL (missing: PostgreSQL_TYPE_INCLUDE_DIR) |
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95 |
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96 In such a situation, please add your version of PostgreSQL to the |
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97 macro ``PostgreSQL_ADDITIONAL_VERSIONS`` that is defined at the end of |
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98 the `Resources/CMake/PostgreSQLConfiguration.cmake file |
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99 <https://orthanc.uclouvain.be/hg/orthanc-databases/file/default/Resources/CMake/PostgreSQLConfiguration.cmake>`__ |
| 361 | 100 in the sources of the project. |
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101 |
| 128 | 102 |
| 27 | 103 Usage |
| 104 ----- | |
| 105 | |
| 106 .. highlight:: json | |
| 107 | |
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108 You of course first have to :ref:`install Orthanc <binaries>`, with a |
| 154 | 109 version above 0.9.5. You then have to **create a database** dedicated |
| 28 | 110 to Orthanc on some PostgreSQL server. Please refer to the `PostgreSQL |
| 111 documentation | |
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112 <https://www.postgresql.org/docs/current/tutorial-createdb.html>`__. |
| 27 | 113 |
| 114 Once Orthanc is installed and the database is created, you must add a | |
| 115 section in the :ref:`configuration file <configuration>` that | |
| 116 specifies the address of the **PostgreSQL server together with your | |
| 117 credentials**. You also have to tell Orthanc in which path it can find | |
| 118 the plugins: This is done by properly modifying the ``Plugins`` | |
| 119 option. You could for instance adapt the following configuration | |
| 120 file:: | |
| 121 | |
| 122 { | |
| 123 "Name" : "MyOrthanc", | |
| 124 "PostgreSQL" : { | |
| 125 "EnableIndex" : true, | |
| 126 "EnableStorage" : true, | |
| 127 "Host" : "localhost", | |
| 128 "Port" : 5432, | |
| 129 "Database" : "orthanc", | |
| 130 "Username" : "orthanc", | |
| 181 | 131 "Password" : "orthanc", |
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132 "EnableSsl" : false, // New in release 3.0 |
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133 "MaximumConnectionRetries" : 10, // New in release 3.0 |
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134 "ConnectionRetryInterval" : 5, // New in release 3.0 |
| 1016 | 135 "IndexConnectionsCount" : 1, // New in release 4.0 |
| 136 "TransactionMode": "SERIALIZABLE" // New in beta version (not released yet) | |
| 27 | 137 }, |
| 138 "Plugins" : [ | |
| 154 | 139 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLIndex.so", |
| 140 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLStorage.so" | |
| 27 | 141 ] |
| 142 } | |
| 143 | |
| 154 | 144 **Important:** The ``EnableIndex`` and ``EnableStorage`` options must |
| 145 be explicitly set to ``true``, otherwise Orthanc will continue to use | |
| 146 its default SQLite back-end and the filesystem storage area. | |
| 27 | 147 |
| 181 | 148 **Remark 1:** When using the ``Storage`` PostgreSQL plugin, the DICOM |
| 154 | 149 files are stored as large objects in the database. This might |
| 150 actually consume more space than the DICOM file itself. We have | |
| 151 observed overhead up to 40%. However, it seems this overhead is | |
| 152 temporary and comes from Write-Ahead Logging. Check this `discussion | |
| 153 <https://groups.google.com/d/msg/orthanc-users/pPzHOpb--iw/QkKZ808gIgAJ>`__ | |
| 154 on the Orthanc Users group for more info). | |
| 118 | 155 |
| 181 | 156 **Remark 2:** A typical usage of the PostgreSQL plugin is to enable |
| 157 only the ``Index``, and to use the default filesystem storage for | |
| 158 DICOM files (on a NAS with proper disaster recovery strategies). This | |
| 159 setup provides best performance for large-scale databases. | |
| 160 | |
| 161 **Remark 3:** Setting the ``EnableSsl`` to ``true`` forces the use of | |
| 162 `SSL connections | |
| 163 <https://www.postgresql.org/docs/current/libpq-ssl.html>`__ between | |
| 164 Orthanc and the PostgreSQL server. It is a synonym for | |
| 165 ``sslmode=require`` in connections URI (see below). Setting | |
| 166 ``EnableSsl`` to ``false`` corresponds to ``sslmode=disable`` | |
| 167 (i.e. SSL is not used, even if it is both available in Orthanc and | |
| 168 PostgreSQL). To choose other values for the SSL mode (i.e. ``allow`` | |
| 169 and ``prefer``), please use connection URIs. | |
| 118 | 170 |
| 171 | |
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172 |
| 27 | 173 .. highlight:: text |
| 174 | |
| 175 Orthanc must of course be **restarted** after the modification of its | |
| 176 configuration file. The log will contain an output similar to:: | |
| 177 | |
| 178 $ ./Orthanc Configuration.json | |
| 179 W0212 16:30:34.576972 11285 main.cpp:632] Orthanc version: 0.8.6 | |
| 180 W0212 16:30:34.577386 11285 OrthancInitialization.cpp:80] Using the configuration from: Configuration.json | |
| 181 [...] | |
| 154 | 182 W0212 16:30:34.598053 11285 main.cpp:379] Registering a plugin from: /home/jodogne/Subversion/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLIndex.so |
| 27 | 183 W0212 16:30:34.598470 11285 PluginsManager.cpp:258] Registering plugin 'postgresql-index' (version 1.0) |
| 184 W0212 16:30:34.598491 11285 PluginsManager.cpp:148] Using PostgreSQL index | |
| 154 | 185 W0212 16:30:34.608289 11285 main.cpp:379] Registering a plugin from: /home/jodogne/Subversion/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLStorage.so |
| 27 | 186 W0212 16:30:34.608916 11285 PluginsManager.cpp:258] Registering plugin 'postgresql-storage' (version 1.0) |
| 187 W0212 16:30:34.608947 11285 PluginsManager.cpp:148] Using PostgreSQL storage area | |
| 188 [...] | |
| 189 W0212 16:30:34.674648 11285 main.cpp:530] Orthanc has started | |
| 190 | |
| 191 | |
| 192 .. highlight:: json | |
| 193 | |
| 194 Instead of specifying explicit authentication parameters, you can also | |
| 195 use the `PostgreSQL connection URIs syntax | |
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196 <https://www.postgresql.org/docs/current/libpq-connect.html#LIBPQ-CONNSTRING>`__. For |
| 27 | 197 instance:: |
| 198 | |
| 199 { | |
| 200 "Name" : "MyOrthanc", | |
| 201 "PostgreSQL" : { | |
| 202 "EnableIndex" : true, | |
| 203 "EnableStorage" : true, | |
| 181 | 204 "ConnectionUri" : "postgresql://username:password@localhost:5432/database?sslmode=prefer" |
| 27 | 205 }, |
| 206 "Plugins" : [ | |
| 154 | 207 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLIndex.so", |
| 208 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLStorage.so" | |
| 27 | 209 ] |
| 210 } | |
| 211 | |
| 212 | |
| 213 **Remark:** The Debian Med project maintains `another useful set of | |
| 214 instructions | |
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215 <https://salsa.debian.org/med-team/orthanc-postgresql/-/blob/master/debian/README.Debian>`__. |
| 27 | 216 |
| 217 | |
| 218 Advanced options | |
| 219 ---------------- | |
| 220 | |
| 221 Several advanced options are available as well to fine-tune the | |
| 222 configuration of the PostgreSQL plugins. They are documented below. | |
| 223 | |
| 224 | |
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225 .. _postgresql-multiple-writers: |
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226 |
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227 Multiple writers or connections |
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228 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
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229 |
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230 Starting with Orthanc 1.9.2 and PostgreSQL 4.0, it is possible to use |
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231 :ref:`multiple writers or connections in large-scale deployments |
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232 <multiple-writers>`. Here is the list of configuration that control |
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233 this behavior: |
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234 |
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235 * ``Lock`` must be set to ``false`` (cf. :ref:`below <postgresql-lock>`) |
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236 |
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237 * ``MaximumConnectionRetries`` governs how many times Orthanc tries to |
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238 connect to the database, as well as how many times Orthanc replays |
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239 transactions to deal with collisions between multiple writers. |
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240 |
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241 * ``IndexConnectionsCount`` controls the number of connections from |
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242 the index plugin to the PostgreSQL database. It is set to ``1`` by |
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243 default, which corresponds to the old behavior of Orthanc <= 1.9.1. |
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244 |
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245 * ``ConnectionRetryInterval`` is only used when opening one database |
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246 connection to PostgreSQL. |
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247 |
| 1016 | 248 * ``TransactionMode`` has been added in the ``pg-transactions`` beta version only. 2 values are |
| 249 allowed: ``SERIALIZABLE`` (that has always been the default mode for Orthanc) | |
| 250 and ``READ COMMITTED`` that is available only from this beta version. See | |
| 251 below. | |
| 252 | |
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253 * The PostgreSQL plugin supports the :ref:`revision mechanism |
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254 <revisions>` to protect metadata and attachments from concurrent |
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255 modifications. |
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259 .. _postgresql-lock: |
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260 |
| 27 | 261 Locking |
| 262 ^^^^^^^ | |
| 263 | |
| 264 .. highlight:: json | |
| 265 | |
| 266 By default, the plugins lock the database (using `PostgreSQL advisory | |
| 267 locks | |
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268 <https://www.postgresql.org/docs/current/functions-admin.html#FUNCTIONS-ADVISORY-LOCKS>`__) |
| 27 | 269 to prevent other instances of Orthanc from using the same PostgreSQL |
| 270 database. If you want several instances of Orthanc to share the same | |
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271 database or if you need multiple connections to the PostgreSQL |
| 27 | 272 database, set the ``Lock`` option to ``false`` in the configuration |
| 273 file:: | |
| 274 | |
| 275 { | |
| 276 "Name" : "MyOrthanc", | |
| 277 "PostgreSQL" : { | |
| 278 "EnableIndex" : true, | |
| 279 "EnableStorage" : true, | |
| 280 "Lock" : false, | |
| 281 "ConnectionUri" : "postgresql://username:password@localhost:5432/database" | |
| 282 }, | |
| 283 "Plugins" : [ | |
| 154 | 284 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLIndex.so", |
| 285 "/home/user/orthanc-databases/BuildPostgreSQL/libOrthancPostgreSQLStorage.so" | |
| 27 | 286 ] |
| 287 } | |
| 288 | |
| 289 Obviously, one must be very cautious when sharing the same database | |
| 290 between instances of Orthanc. In particular, all these instances | |
| 291 should share the same configuration. | |
| 292 | |
| 293 | |
| 294 Keep-alive | |
| 295 ^^^^^^^^^^ | |
| 296 | |
| 297 .. highlight:: text | |
| 298 | |
| 299 After some period of inactivity (users have reported 10 hours), you | |
| 300 might `experience an error | |
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301 <https://orthanc.uclouvain.be/bugs/show_bug.cgi?id=15>`__ such as:: |
| 27 | 302 |
| 303 E0220 03:20:51.562601 PluginsManager.cpp:163] Exception in database back-end: Error in PostgreSQL: server closed the connection unexpectedly. | |
| 304 This probably means the server terminated abnormally before or while processing the request. | |
| 305 E0220 06:51:03.924868 PluginsManager.cpp:163] Exception in database back-end: Error in PostgreSQL: no connection to the server | |
| 306 | |
| 307 This is due to a timeout in the PostgreSQL server. Please make sure to | |
| 308 `enable keep-alive | |
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309 <https://dba.stackexchange.com/questions/97534/is-there-a-timeout-option-for-remote-access-to-postgresql-database>`__ |
| 27 | 310 in the configuration of your PostgreSQL server |
| 438 | 311 |
| 312 | |
| 313 Scalability | |
| 314 ^^^^^^^^^^^ | |
| 315 | |
| 316 When configuring your PostgreSQL plugin, ensure you've read the :ref:`scalability section | |
| 317 <scalability>` | |
| 531 | 318 |
| 1016 | 319 Transaction modes (``pg-transactions`` beta version only) |
| 320 ^^^^^^^^^^^^^^^^^ | |
| 321 | |
| 322 .. highlight:: json | |
| 323 | |
| 324 Starting from the current beta version, orthanc supports 2 transaction modes that | |
| 325 can be configured in the ``TransactionMode`` configuration of the ``PostgreSQL`` plugin: | |
| 326 | |
| 327 - ``SERIALIZABLE`` in which all write transactions are serialized which might lead | |
| 328 to performance bottlenecks when lots of threads or Orthanc instances are trying | |
| 329 to write to the same Database. | |
| 1017 | 330 - ``READ COMMITTED`` that allows multiple threads or Orthanc instances to write at the |
| 1016 | 331 same time to the same Database. |
| 332 | |
| 333 *Remark:* This feature is only available in a beta version of both Orthanc and the | |
| 334 PostgreSQL plugin (``pg-transactions`` branches in the code). This beta version is | |
| 335 only available in the ``osimis/orthanc:pg-transactions-unstable`` Docker image. | |
| 336 | |
| 337 *Remark:* This beta version is really a beta version and **should not be used on a | |
| 338 production database**. It shall only be used on a DB that you can delete or recover. | |
| 339 The reason why it shall not be used on a production database is because this revision | |
| 340 modifies the DB schema to a :ref:`version <db-versioning>`/revision ``6.2`` that might be different from the | |
| 341 final schema of the future release although it will share the same version/revision. | |
| 342 We can not guarantee to maintain migration scripts from this temporary schema to the final | |
| 343 one. | |
| 344 | |
| 345 Upgrades/Downgrades (``pg-transactions`` beta version only) | |
| 346 ^^^^^^^^^^^^^^^^^ | |
| 347 | |
| 348 New vesions of the PostgreSQL might modify the DB schema by adding new columns/tables/triggers. | |
| 349 Upgrades from one revision to the other is always automatic. | |
| 350 | |
| 351 However, if, for some reasons, you would like to reinstall a previous plugin version, the | |
| 352 older plugin might refuse to start because the revision is newer and unknown to it. | |
| 353 | |
| 354 Starting from this beta version, we are providing a downgrade script in case you want, e.g, | |
| 355 to reinstall Orthanc 1.12.2 and PostgreSQL 5.1 (DB schema revision 6.1). | |
| 356 | |
| 357 To downgrade from the beta to the PostgreSQL 5.1, one might run this procedure:: | |
| 358 | |
| 359 $ wget https://orthanc.uclouvain.be/hg/orthanc-databases/raw-file/pg-transactions/PostgreSQL/Plugins/SQL/Downgrades/V6.2ToV6.1.sql | |
| 360 $ psql -U postgres -f V6.2ToV6.1.sql | |
| 361 | |
| 531 | 362 |
| 363 Troubleshooting | |
| 364 --------------- | |
| 365 | |
| 366 SCRAM authentication | |
| 367 ^^^^^^^^^^^^^^^^^^^^ | |
| 368 | |
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369 .. note:: This section only applies to releases <= 3.2 of the |
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370 PostgreSQL plugins. Starting with release 3.3, the plugins |
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371 use a version of libpq that should support SCRAM |
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372 authentication. |
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373 |
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374 In the releases 3.2 of the PostgreSQL plugins, the precompiled |
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375 binaries use an old, but stable version of the PostgreSQL client |
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376 (libpq 9.6.1). This makes these binaries very portable, however they |
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377 might not be compatible with more recent features of PostgreSQL. |
| 531 | 378 |
| 379 In particular, the precompiled binaries are not compatible with `SCRAM | |
| 380 authentication | |
| 381 <https://en.wikipedia.org/wiki/Salted_Challenge_Response_Authentication_Mechanism>`__ | |
| 382 that is available since PostgreSQL 10. If you get the error ``psql: | |
| 383 authentication method 10 not supported``, this indicates that the | |
| 384 PostgreSQL plugins cannot connect to a PostgreSQL server because SCRAM | |
| 385 is enabled. | |
| 386 | |
| 387 `Ian Smith | |
| 388 <https://groups.google.com/g/orthanc-users/c/4EH7HpcEnSA/m/a4x6oiucAgAJ>`__ | |
| 389 has reported the following method to disable SCRAM: | |
| 390 | |
| 391 1. Drop/delete the ``orthanc`` database and user in PostgreSQL. | |
| 392 2. Edit the files ``postgresql.conf`` and ``pg_hba.conf`` and change | |
| 393 ``scram-sha-256`` to ``md5`` in all cases. | |
| 394 3. Add the ``orthanc`` user and database in PostgreSQL again. | |
| 395 4. Restart Orthanc. |