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* harvester.html
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*
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* Authors: Duane Costa
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* Copyright: 2004 Regents of the University of California and the
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* National Center for Ecological Analysis and Synthesis,
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* and the University of New Mexico.
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* For Details: http://www.nceas.ucsb.edu/
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* Created: 2004 April 9
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* Version:
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* File Info: '$ '
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*
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*
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-->
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<HTML>
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<HEAD>
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<TITLE>Metacat Harvester</TITLE>
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<link rel="stylesheet" type="text/css" href="@docrooturl@default.css">
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</HEAD>
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<BODY>
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<table width="100%">
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<tr>
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<td class="tablehead" colspan="2">
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<p class="label">Metacat Harvester</p>
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</td>
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<td class="tablehead" colspan="2" align="right">
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<a href="./properties.html">Back</a> |
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<a href="./metacattour.html">Home</a> |
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<a href="./unimplem.html">Next</a>
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</td>
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</tr>
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</table>
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<h4>Introduction</h4>
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The Metacat Harvester (henceforth referred to as "Harvester") is a
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program that automates the retrieval of EML documents from one or more sites
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and their subsequent upload (insert or update) to Metacat. Harvester uses pull
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technology to retrieve and upload documents to Metacat on a regularly
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scheduled basis.
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<P>
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Although Harvester is included with a Metacat installation (beginning with
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Metacat version 1.4.0), it is an extention to Metacat's functionality
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that may be used optionally.
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</P>
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<h4>Definitions</h4>
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The following table defines a number of terms that are useful in discussing
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Harvester and its features.
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<br><br>
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<table border="1">
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<tr>
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<td><b>Term</b></td>
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<td><b>Definition</b></td>
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</tr>
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<tr>
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<td>Harvester</td>
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<td>The Harvester program, a Java application that is bundled with the
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Metacat distribution. When a user installs Metacat on a system,
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the Harvester program is automatically included in the
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installation.
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</td>
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</tr>
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<tr>
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<td>Harvester Administrator</td>
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<td>The individual who installs and manages Harvester. Typically, this
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would be the same individual who installs and manages Metacat at a
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given installation.
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</td>
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</tr>
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<tr>
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<td>Harvest Site</td>
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<td>A location from which Harvester can retrieve EML documents. A given
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Harvester can retrieve documents from any number of different
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Harvest Sites.
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</td>
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</tr>
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<tr>
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<td>Harvest</td>
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<td>The act (by Harvester) of visiting a Harvest Site, retrieving a
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number of EML documents, and inserting or updating the documents to
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Metacat.
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</td>
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</tr>
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<tr>
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<td>Harvest List</td>
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<td>An XML document that lists a set of EML documents to be harvested. The
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Harvest List must conform to an XML Schema,
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<a href="../../lib/harvester/harvestList.xsd">harvestList.xsd</a>.
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</td>
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</tr>
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<tr>
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<td>Site Contact</td>
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<td>The individual at a particular Harvest Site who registers with
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Harvester, composes a Harvest List, and periodically prepares
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the site's EML documents for retrieval and upload to Metacat.
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</td>
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</tr>
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<tr>
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<td>Harvest List URL</td>
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<td>A URL to the Harvest List, as specified by the Site Contact.
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Each Harvest Site corresponds to a Harvest List URL. Harvester
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uses the URL to locate and read a site's Harvest List.
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</td>
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</tr>
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<tr>
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<td>Document URL</td>
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<td>A URL to an EML document, as specified in the Harvest List.
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The Harvest List may contain any number of Document URLs. Each
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Document URL provides a locator to a document to be harvested.
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</td>
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</tr>
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<tr>
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<td>Harvester Registration Page</td>
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<td>A web page that provides a means for a Site Contact
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to register with Harvester to schedule regular harvests from the
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site. Registration involves logging in and then specifying various
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settings for the Harvest Site, such as the Harvest List URL, the
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harvest frequency, and the email address of the Site Contact.
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</td>
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</tr>
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</table>
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<h4>Managing Harvester</h4>
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Harvester is managed by the Harvester Administrator. Typically, the same
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individual who manages a Metacat server would also act as the Harvester
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Administrator. The responsibilities of the Harvester Administrator include:
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<ul>
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<li><a href="#Configuring Harvester">Configuring Harvester</a></li>
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<li><a href="#Running Harvester">Running Harvester</a></li>
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<li><a href="#Reviewing Harvester">Reviewing Harvester reports to
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the Harvester Administrator</a></li>
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</ul>
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<h5><a name="Configuring Harvester">Configuring Harvester</a></h5>
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<p>Harvester must be configured to interact with a working Metacat
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installation. Thus, a Metacat installation that has been properly
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configured and installed is a pre-requisite to running Harvester.
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Additionally, Harvester has a number of settable properties that
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control its behavior. All Harvester configuration information is managed
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in a single file,
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<a href=../../lib/harvester/harvester.properties>harvester.properties</a>,
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located at:
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<pre> METACAT_HOME/lib/harvester/harvester.properties</pre>
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where METACAT_HOME is the top-level directory that Metacat is
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installed in.
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</p>
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<p>The Harvester Administrator should edit
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<a href=../../lib/harvester/harvester.properties>harvester.properties</a>,
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setting appropriate values for the Metacat URL, database driver,
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database connection, and other settings. The
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following table is a summary of each property and its function.
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</p>
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<table border="1">
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<tr>
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<td><b>Property</b></td>
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<td><b>Description</b></td>
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<td><b>Possible or default value</b></td>
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</tr>
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<tr>
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<td>connectToMetacat</td>
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<td>This property determines whether Harvester should connect to
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Metacat to upload documents. It should be set to <code>true</code>
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under most circumstances. Setting this property to <code>false</code>
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can be useful for testing whether Harvester is able to retrieve
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documents from a site without actually connecting to Metacat to
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upload the documents.</td>
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<td><code>true</code> | <code>false</code><br>
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Default: <code>true</code>
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</tr>
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<tr>
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<td>database</td>
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<td>The backend database
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This setting should match the value of the <code>database</code>
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property as set in the
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<a href=../../build.properties>build.properties</a>
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file in the associated Metacat installation.
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</td>
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<td><code>oracle | postgresql | sqlserver</code>
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</td>
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</tr>
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<tr>
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<td>defaultDB</td>
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<td>The JDBC connection string that Metacat uses to connect to the
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backend database. This setting should match the value of
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the <code>jdbc-connect</code> property as set in the
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<a href=../../build.properties>build.properties</a>
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file in the associated Metacat installation.</td>
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<td>Example:<br>
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<code>jdbc:oracle:thin:@server.domain.com:1521:Metacat</code></td>
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</tr>
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<tr>
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<td>delay</td>
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<td>The number of hours that Harvester will wait before beginning its
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first harvest. For example, if Harvester is run at 1:00 p.m., and
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the delay is set to 12, Harvester will begin its first harvest at
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1:00 a.m.</td>
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<td>Default: 0</td>
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</tr>
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<tr>
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<td>harvesterAdministrator</td>
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<td>The email address of the Harvester Administrator. Harvester will
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send email reports to this address after every harvest.
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</td>
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<td>An email address</td>
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</tr>
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<tr>
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<td>logPeriod</td>
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<td>The number of days that Harvester should retain log entries of harvest
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operations in the database. Harvester log entries record information
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such as which documents were harvested, from which sites, and
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whether any errors were encountered during the harvest. Log entries
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older than <code>logPeriod</code> number of days are purged from the
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database at the end of each harvest.</td>
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<td>Default: 90</td>
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</tr>
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<tr>
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<td>maxHarvests</td>
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<td>The maximum number of harvests that Harvester should execute before
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shutting down. When the Harvester program is executed, it will
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continue running until it has executed <code>maxHarvests</code>
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number of harvests and then the program will terminate.</td>
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<td>Default: 30</td>
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</tr>
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<tr>
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<td>metacatURL</td>
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<td>The URL of the Metacat servlet to which Harvester should connect
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for uploading documents.</td>
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<td>Example:<br>
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http://somehost.institution.edu:8080/knb/servlet/metacat</td>
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</tr>
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<tr>
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<td>password</td>
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<td>The password that Harvester uses to access the backend database.
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This setting should match the value of the <code>password</code>
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property as set in the
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<a href=../../build.properties>build.properties</a>
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file in the associated Metacat installation.
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</td>
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<td> </td>
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</tr>
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<tr>
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<td>period</td>
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<td>The number of hours between harvests. Harvester will run a new
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harvest every <code>period</code> number of hours, until the
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<code>maxHarvests</code> number of harvests have been run.</td>
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<td>Default: 24</td>
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</tr>
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<tr>
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<td>smtpServer</td>
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<td>The SMTP server that Harvester uses for sending email messages
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to the Harvester Administrator and to Site Contacts.</td>
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<td>A host name, for example: <code>somehost.institution.edu</code>
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<br><br>
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Default: <code>localhost</code>
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<br><br>
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Note that the default value will only work if the Harvester
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host machine has been configured as a SMTP server.
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</td>
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</tr>
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<tr>
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<td>user</td>
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<td>The username that Metacat uses to access the backend database.
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This setting should match the <code>user</code> value as set in the
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<a href=../../build.properties>build.properties</a>
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file in the associated Metacat installation.
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</td>
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<td> </td>
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</tr>
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<tr>
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<td>Harvester Operation Properties (GetDocError, GetDocSuccess, etc.)</td>
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<td>This group of properties is used by Harvester to report information
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about the operations it performs for inclusion in log
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entries and email messages. Under most circumstances the values
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of these properties should not be modified.</td>
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<td> </td>
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</tr>
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</table>
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<br>
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<h5><a name="Running Harvester">Running Harvester</a></h5>
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After Harvester has been appropriately
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<a href="#Configuring Harvester">configured</a>,
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it can be run as follows:
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<ol>
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<li>Open a system command window or terminal window.</li>
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<li>Set the METACAT_HOME environment variable to the value of the Metacat
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installation directory. Some examples follow:
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<ul>
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<li>On Windows:
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<pre>set METACAT_HOME=C:\somePath\metacat</pre></li>
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<li>On Linux/Unix (bash shell):
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<pre>export METACAT_HOME=/home/somePath/metacat</pre></li>
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</ul>
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<li>cd to the following directory:
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<ul>
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<li>On Windows:
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<pre>cd %METACAT_HOME%\lib\harvester</pre></li>
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<li>On Linux/Unix:
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<pre>cd $METACAT_HOME/lib/harvester</pre></li>
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</ul>
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<li>Run the appropriate Harvester shell script, as determined by the
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operating system:
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<ul>
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<li>On Windows:
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<pre>runHarvester.bat</pre></li>
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<li>On Linux/Unix:
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<pre>sh runHarvester.sh</pre></li>
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</ul>
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</li>
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</ol>
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<p>The Harvester application will start executing. It will begin its first
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harvest after <code><b>delay</b></code> number of hours (as specified in the
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<a href=../../lib/harvester/harvester.properties>harvester.properties</a>
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file). The application will continue running a new harvest every
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<code><b>period</b></code> number of hours until a <code><b>maxHarvests</b></code>
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number of harvests have been completed.
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</p>
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<h5><a name="Reviewing Harvester">
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Reviewing Harvester Reports to the Harvester Administrator</a></h5>
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<P>
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After every harvest, Harvester will send an email report to the Harvester
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Administrator detailing the operations that were performed during the
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harvest. The report will contain information about each of the Harvest Sites
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that were harvested from, such as which EML documents were
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harvested and whether any errors were encountered.
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</P>
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<p>
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The harvest report will contain a list of log entries, where each log entry
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describes an operation that was performed by Harvester. Log entries that
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show a status value of 1 indicate that an error occurred during the
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operation, while those that show a status value of 0 indicate that the
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operation was completed successfully.
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</p>
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<P>The Harvester Administrator should review the report, paying particularly
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close attention to any errors that are reported and to the accompanying error
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messages that are displayed. When errors are reported at
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a particular site, the Harvester Administrator should contact the Site
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Contact to determine the source of the error and its resolution. See
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<a href=#Reviewing>Reviewing Harvester Reports to the Site Contact</a> for a
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description of common sources of errors at a Harvest Site.
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</P>
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<p>Errors that are independent of a particular site may indicate a problem
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with Harvester itself, Metacat, or the database connection. Refer to the
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error message to determine the source of the error and its resolution.
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</p>
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<h4>Managing a Harvest Site</h4>
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A Harvest Site is managed by a Site Contact.
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The responsibilities of a Site Contact fall into the following categories:
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<ul>
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<li><a href=#Registering>Registering with Harvester</a></li>
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<li><a href=#Composing>Composing a Harvest List</a></li>
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<li><a href=#Preparing>Preparing EML Documents for harvest</a></li>
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<li><a href=#Reviewing>Reviewing Harvester reports to the Site Contact</a></li>
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</ul>
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<h5><a name="Registering">Registering with Harvester</a></h5>
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<p>
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A Site Contact registers a site with Harvester by logging in to the
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Harvester Registration page and entering several items of information
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that Harvester needs to know about the site.
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</p>
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<ol>
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<li>Logging in to the Harvester Registration Page
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<p>
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The Harvester Registration page is accessed from Metacat. For example, if
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the Metacat server that you wish to register with resides at the following
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URL:
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<pre> http://somehost.somelocation.edu:8080/knb/index.jsp</pre>
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then the Harvester Registration page would be accessed at:
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<pre> http://somehost.somelocation.edu:8080/knb/style/skins/dev/harvesterRegistrationLogin.html</pre>
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</p>
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<p>
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After bringing up this page in your browser, login to your Metacat account
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by entering your username and password.
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The username should include the full LDAP specification, for example:
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<pre>
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Username: uid=jdoe,o=lter,dc=ecoinformatics,dc=org
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Password: *******
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</pre>
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In some cases, a Site Contact may need to login to an anonymous account
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rather than his or her personal account. For example, a LTER Information
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Manager may need to login to a dedicated account, named with a three-letter
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acronym, that has been set up for the LTER site. For example:
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<pre>
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Username: uid=GCE,o=lter,dc=ecoinformatics,dc=org
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|
Password: *******
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</pre>
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is the account login that would be used by the LTER Information Mangager
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at the GCE (Georgia Coastal Ecosystems) site.
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|
</p>
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|
</li>
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|
<li>Registering with Harvester
|
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|
<p>
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|
After logging in, you will be presented with a web form that prompts you
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to enter information about your site and how often you want to schedule
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harvests at your site. For example:
|
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|
</p>
|
|
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|
<pre>
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|
Email address: myname@institution.edu
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|
Harvest List URL: http://somehost.institution.edu/~myname/harvestList.xml
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|
Harvest Frequency (1-99): 2
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|
Unit: ( ) day(s) (*) week(s) ( ) month(s)
|
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|
</pre>
|
|
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|
After values have been entered for each of these fields, click the Register
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|
button to register your site with Harvester.
|
|
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|
</p>
|
|
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|
<P>
|
|
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|
In the example shown above, Harvester will attempt to harvest documents from
|
|
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|
the site once every 2 weeks, it will access the site's Harvest List at URL
|
|
404
|
"http://somehost.institution.edu/~myname/harvestList.xml", and it will send
|
|
405
|
email reports to the Site Contact at email address "myname@institution.edu".
|
|
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|
</P>
|
|
407
|
</li>
|
|
408
|
<li>Unregistering with Harvester
|
|
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|
<p>
|
|
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|
At any time after you have registered with Harvester, you may discontinue
|
|
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|
harvests at your site by unregistering. Simply login as described above and
|
|
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|
then click the Unregister button. After doing so, Harvester will discontinue
|
|
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|
harvests at the site.
|
|
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|
</p>
|
|
415
|
</li>
|
|
416
|
</ol>
|
|
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|
<h5><a name="Composing">Composing a Harvest List</a></h5>
|
|
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|
<p>
|
|
419
|
A Harvest List is an XML file that holds a list of EML documents to be
|
|
420
|
harvested. For each EML document in the list, the following information
|
|
421
|
must be specified:
|
|
422
|
<ul>
|
|
423
|
<li><code>docid</code>, which consists of the:
|
|
424
|
<ul>
|
|
425
|
<li><code>scope</code>, e.g. "demoDocument". The scope is an identifier
|
|
426
|
that indicates which group of documents this document belongs to.
|
|
427
|
</li>
|
|
428
|
<li><code>identifier</code>, e.g. "1". The identifier is a number that
|
|
429
|
uniquely identifies this document within the scope.
|
|
430
|
</li>
|
|
431
|
<li><code>revision</code>, e.g. "5". The revision is a number that
|
|
432
|
indicates the current revision of this document.
|
|
433
|
</li>
|
|
434
|
</ul>
|
|
435
|
</li>
|
|
436
|
<li><code>documentType</code>, e.g. "eml://ecoinformatics.org/eml-2.0.0".
|
|
437
|
The documentType identifies the document as an EML document.</li>
|
|
438
|
<li><code>documentURL</code>, e.g. "http://www.lternet.edu/~dcosta/document1.xml".
|
|
439
|
The documentURL specifies a place where Harvester can locate
|
|
440
|
and retrieve the document via HTTP.</li>
|
|
441
|
</ul>
|
|
442
|
</p>
|
|
443
|
<p>
|
|
444
|
The contents of a Harvest List XML file must conform to a particular
|
|
445
|
XML Schema, as defined in file <a href="../../lib/harvester/harvestList.xsd">
|
|
446
|
harvestList.xsd</a>. The contents of a valid Harvest List
|
|
447
|
can best be illustrated by example. The sample Harvest List
|
|
448
|
below contains two <<code>document</code>> elements that specify the
|
|
449
|
information that Harvester needs to retrieve a pair of EML documents and
|
|
450
|
upload them to Metacat:
|
|
451
|
<pre>
|
|
452
|
<?xml version="1.0" encoding="UTF-8" ?>
|
|
453
|
<hrv:harvestList xmlns:hrv="eml://ecoinformatics.org/harvestList" >
|
|
454
|
<document>
|
|
455
|
<docid>
|
|
456
|
<scope>demoDocument</scope>
|
|
457
|
<identifier>1</identifier>
|
|
458
|
<revision>5</revision>
|
|
459
|
</docid>
|
|
460
|
<documentType>eml://ecoinformatics.org/eml-2.0.0</documentType>
|
|
461
|
<documentURL>http://www.lternet.edu/~dcosta/document1.xml</documentURL>
|
|
462
|
</document>
|
|
463
|
<document>
|
|
464
|
<docid>
|
|
465
|
<scope>demoDocument</scope>
|
|
466
|
<identifier>2</identifier>
|
|
467
|
<revision>1</revision>
|
|
468
|
</docid>
|
|
469
|
<documentType>eml://ecoinformatics.org/eml-2.0.0</documentType>
|
|
470
|
<documentURL>http://www.lternet.edu/~dcosta/document2.xml</documentURL>
|
|
471
|
</document>
|
|
472
|
</hrv:harvestList>
|
|
473
|
</pre>
|
|
474
|
<p>
|
|
475
|
After editing the Harvest List, ensure that the Harvest List XML file resides
|
|
476
|
at the appropriate location on disk as specified by the URL that was entered
|
|
477
|
during the <a href=#Registering>registration</a> process.
|
|
478
|
</p>
|
|
479
|
<h5><a name="Preparing">Preparing EML Documents for harvest</a></h5>
|
|
480
|
<p>
|
|
481
|
To prepare a set of EML documents for harvest, ensure that the following is
|
|
482
|
true for each document:
|
|
483
|
<ul>
|
|
484
|
<li>The document contains valid EML</li>
|
|
485
|
<li>The document is specified in a <document> element in the
|
|
486
|
site's Harvest List, as described above</li>
|
|
487
|
<li>The file resides at the appropriate location on disk as specified
|
|
488
|
by its URL in the Harvest List</li>
|
|
489
|
</ul>
|
|
490
|
</p>
|
|
491
|
<h5><a name="Reviewing" >Reviewing Harvester Reports to the Site Contact</a></h5>
|
|
492
|
<P>
|
|
493
|
After every scheduled harvest that takes place at a particular Harvest
|
|
494
|
Site, Harvester will send an email report to the Site Contact detailing the
|
|
495
|
operations that were performed during the harvest.
|
|
496
|
The report will contain information about the operations that were
|
|
497
|
performed by Harvester at that site, such as
|
|
498
|
which EML documents were harvested and whether any errors were encountered.
|
|
499
|
</P>
|
|
500
|
<P>
|
|
501
|
The Site Contact should review the report, paying particularly
|
|
502
|
close attention to any errors that are reported. Errors are indicated
|
|
503
|
by operations that display a status value of 1, while operations that
|
|
504
|
display a status value of 0 indicate that the operation completed
|
|
505
|
successfully.
|
|
506
|
</P>
|
|
507
|
<p>
|
|
508
|
When errors are reported,
|
|
509
|
the Site Contact should try to determine whether the source of the error
|
|
510
|
is something that can be corrected at the site. Common causes of errors
|
|
511
|
might be:
|
|
512
|
<ul>
|
|
513
|
<li>A document URL specified in the Harvest List does not match
|
|
514
|
the location of the actual EML file on the disk</li>
|
|
515
|
<li>The Harvest List does not contain valid XML as specified in
|
|
516
|
the <a href=../../lib/harvester/harvestList.xsd>harvestList.xsd</a> schema</li>
|
|
517
|
<li>The URL to the Harvest List that was specified during
|
|
518
|
registration with Harvester does not match the actual location of
|
|
519
|
the Harvest List on the disk</li>
|
|
520
|
<li>An EML document that Harvester attempted to upload to Metacat does
|
|
521
|
not contain valid EML</li>
|
|
522
|
</ul>
|
|
523
|
</P>
|
|
524
|
<p>
|
|
525
|
If the Site Contact is unable to determine the cause of the error and its
|
|
526
|
resolution, he or she should contact the Harvester Administrator for assistance.
|
|
527
|
</p>
|
|
528
|
<a href="./properties.html">Back</a> |
|
|
529
|
<a href="./metacattour.html">Home</a> |
|
|
530
|
<a href="./unimplem.html">Next</a>
|
|
531
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|
532
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