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Complete Guide to Install and Configure Genie

Overview 

The Genie Installer sets up the Genie software suite. This guide outlines the steps for a fresh installation. 

Prerequisites 

Before proceeding with the installation, make sure the following components are installed and correctly configured: 

Verification Steps: 

  • Use the Windows search function to check if Git is installed. If it isn’t, download and install it. 
  • Similarly, search for the Visual Studio Installer (Community). If it’s not available, download and install it. 

Visual Studio Setup:

  1. Open the Visual Studio Installer.
  1. Select Desktop development with C++
  1. Make sure that the required Visual C++ components are selected and installed. 

PGVector Configuration: 

Follow the instructions to configure PGVector on Windows, available at: 
pgvector GitHub Repository 

Ensure that C++ support is installed in Visual Studio. Then, run the x64 Native Tools Command Prompt for VS [version] shortcut as an administrator. 

The shortcut is located at: 

 C:(installed drive)ProgramDataMicrosoftWindowsStart MenuProgramsVisual Studio [version]Visual Studio ToolsVC 

Alternatively, the shortcut can be located by searching its name in the Windows search bar on the taskbar. 

Click on “Run as Administrator”, then proceed with the following steps to configure pgvector, executing each command line by line: 

If PostgreSQL version 16 or 17 is installed, update the version number in the command accordingly.

command-version
set “PGROOT=C:\Program Files\PostgreSQL\17”
cd %TEMP% 
git clone --branch v0.8.1 https://github.com/pgvector/pgvector.git
cd pgvector
nmake /F Makefile.win
nmake /F Makefile.win install

Installation Process 

Steps for Fresh Installation: 

Launch the Installer

At first, Open GenieSetup.exe as shown in the image below

Welcome Screen 

A welcome screen will appear with the Genie logo and a “Next” button. 

License Agreement:

Review the license agreement. 

Select the “I Agree” checkbox to enable the “Next” button.

Destination Folder:  

  • Choose an installation path (default: C:\Program Files\Genie).
  • Click the Change button to select a different folder if needed. 
  • Click Next to proceed. 

Schema Execution  

For a fresh installation, select Run Schema

Server Configuration 

Enter and validate the following required fields: 

  • Host 
  • Port
  • User Name
  • Password

 Credentials and connection settings will be validated when the “Next” button is clicked. 

Database configuration:  

a. Configure Genie and DataSync endpoint details. 

Set up a new login password for the default username “admin.” This password will be used when the ‘admin user’ logs into the application for the first time. 
The password must meet the following criteria: 

  • Minimum of 8 characters 
  • At least one uppercase letter 
  • At least one lowercase letter 
  • At least one digit 
  • At least one special character 

Genie host and port details are validated after clicking Next

 Note: It is recommended to save the password securely. 

b. Configure GenieSync endpoint details. 

genie-sync-endpoint

GenieSync and port details are validated after clicking Next.

Review Settings: 

  • Verify all configuration settings, including Genie and DataSync endpoints.

optional: if this check box is enabled, the Genie application will launch once the installation is completed

launch-genie
  • Click Install to start the installation process. 

Installation Progress:  

  • The progress bar will display the installation steps. 

Completion

  • After the installation is completed successfully, click Finish to exit the installer. 

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