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Creating a pg_service.conf
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suricactus authored Mar 3, 2024
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61 changes: 61 additions & 0 deletions documentation/how-to/pg-service.en.md
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Expand Up @@ -23,3 +23,64 @@ Usually the path on Android devices looks something like this: `/Android/data/ch
QFieldCloud support `pg_service.conf` configurations too. You need to configure your PostgreSQL layers with "Offline editing" cloud action and store your service settings on QFieldCloud Project's Secrets page.

Read more [how to configure PostgreSQL service](../reference/qfieldcloud/secrets.md) in the QFieldCloud documentation.

## Creating a `pg_service.conf` File for PostgreSQL Connection in QGIS and Secrets

Before beginning, ensure that your PostgreSQL database allows connections from QFieldCloud. Refer to [Technical specs](../reference/qfieldcloud/specs.md) for instructions.

### Setup `pg_service.conf` File

We first need to set up a configuration file. There are many options to organize this, [read more in the PostgreSQL documentation](https://www.postgresql.org/docs/current/libpq-pgservice.html) or follow the description below.

1. **Create a Configuration File**:

- On Windows:
Create a file named `pg_service.conf` and store it in a convenient location.

- On Linux/MacOS/Unix:
Create a file named `.pg_service.conf` in your home folder (`~`).

2. **Define Connection Parameters**:

Within the file, specify connection parameters for your PostgreSQL database using the following format:

```plaintext
[SERVICE_NAME]
host=your_host_or_ip
port=your_port
dbname=your_database_name
user=your_username
password=your_password
```

Replace placeholders (`your_host_or_ip`, `your_port`, `your_database_name`, `your_username`, `your_password`) with actual connection details and save the file.

!![Parameters](../assets/images/service_config_file_001.png)

### Additional Configuration Steps for Windows

1. **Set Environment Variable**:
To ensure QGIS recognizes `pg_service.conf`, create an environment variable pointing to its location:

- Navigate to "This PC" or "My Computer" > Properties > Advanced System Settings > Environment Variables.
- Add a new variable:
- Variable name: `PGSERVICEFILE`
- Variable value: `C:\Users\<YourUsername>\AppData\Roaming\postgresql\pg_service.conf` (or your `pg_service.conf` file path).

Alternatively, you can set environment variables directly in QGIS via Settings > Options > System > Environment. Refer to [QGIS System Settings](https://docs.qgis.org/3.28/en/docs/user_manual/introduction/qgis_configuration.html#system-settings) for details.

!![QGIS System Environment Variables](../assets/images/service_config_file_002.png)

1. **Test the Connection in QGIS**: Open QGIS and set up a new PostgreSQL connection using the service name defined in `pg_service.conf` (e.g., `[MY_QGIS_DB]`) in the connection details. QGIS will read configuration from `pg_service.conf` automatically.

- Open QGIS.
- Go to "Layer" > "Add Layer" > "Add PostGIS Layers..."
- In "Create a New PostGIS Connection," select "Service" from the drop-down menu.
- Enter the service name from `pg_service.conf` (e.g., `[NINJA_DB]`) in the "Service" field.
- Click "OK" to connect to your PostgreSQL database using configurations from `pg_service.conf`.

!![Test your connections](../assets/images/service_config_file_003.png,350px)

1. **Add Parameter to QFieldCloud Secrets**: Navigate to the project's secrets page and copy the service directly from `.pg_service.conf` to the secret. Follow [Secrets](../reference/qfieldcloud/secrets.md) for guidance.

!![Add the secret](../assets/images/service_config_file_004.png,350px)

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