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<!--
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* '$RCSfile$'
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* Purpose: web page describing the installation of Metacat
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* Copyright: 2000 Regents of the University of California and the
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* National Center for Ecological Analysis and Synthesis
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* Authors: Chad Berkley
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*
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* '$Author$'
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* '$Date$'
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* '$Revision$'
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*
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*
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-->
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<!DOCTYPE html PUBLIC "-//W3C//DTD html 4.0//EN">
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<html>
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<head>
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<title>Metacat Installation Instructions</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 class="tabledefault" width="100%">
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<tr><td rowspan="2"><img src="@docrooturl@images/KNBLogo.gif"></td>
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<td colspan="7">
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<div class="title">Metacat UNIX Installation Instructions</div>
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</td>
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</tr>
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<tr>
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<td><a href="@server@/" class="toollink"> KNB Home </a></td>
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<td><a href="@server@/data.html" class="toollink"> Data </a></td>
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<td><a href="@server@/people.html" class="toollink"> People </a></td>
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<td><a href="@server@/informatics" class="toollink"> Informatics </a></td>
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<td><a href="@server@/biodiversity" class="toollink"> Biocomplexity </a></td>
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<td><a href="@server@/education" class="toollink"> Education </a></td>
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<td><a href="@server@/software" class="toollink"> Software </a></td>
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</tr>
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</table>
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<hr>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p class="emphasis">***Disclaimer***</p></td>
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<tr>
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<td>
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<p class="emphasis">
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These installation instructions are meant for a systems administrator/DBA
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or someone who is an advanced computer user. They are NOT meant for
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the average computer user. Please realize that by executing these
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instructions, you may have to trouble shoot many advanced issues yourself.
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</td>
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</tr>
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p>Pre-Installation</p></td>
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<tr>
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<td>
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<p class="header">Minimum Requirements</p>
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<p>
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Installing Metacat requires a server running an SQL92 compliant database
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(Oracle 8i recommended) with at least 128MB RAM, and a Pentium III class
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processor or higher. The amount of disk space required depends on the
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size of your RDBMS tablespace (which should be at least 10 MB,
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however Metacat itself requires only about 1 MB of free space after
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installation. These instructions assume a Linux environment but may
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work on other UNIX type environments, however this has not been tested.
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</p>
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<p class = "header">Additional Required Software</p>
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<p>
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The server on which you wish to install Metacat must have the following
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software installed and running correctly before attempting to install
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Metacat.
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<ul>
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<li><a href="http://www.oracle.com">Oracle 8i</a> (or another SQL92
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compliant RDBMS like Postgres)</li>
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<li><a href="http://jakarta.apache.org/ant/index.html">Apache Jakarta-Ant</a>
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</li>
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<li><a href="http://jakarta.apache.org/tomcat/index.html">Apache Jakarta-Tomcat</a>
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<p class="emphasis">Note: For a more robust web serving environment,
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Apache web server should
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be installed along with Tomcat and the two should be integrated
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as described on the Apache web site.</p>
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</li>
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</ul>
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</p>
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</td>
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</tr>
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p>Aditional Software Setup</p></td>
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<tr>
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<td>
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<p class="header">Java</p>
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<p>You'll need a recent Java SDK, preferably j2sdk1.4.2 or later. We haven't
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tested with any of the 1.5.x versions yet, so probably best to stay with 1.4.x.
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Make sure that JAVA_HOME environment variable is properly set and that both
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java and javac are on your PATH.
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</p>
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<p class="header">Oracle 8i or Postgres</p>
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<p><i>Oracle:</i><br>
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The Oracle RDBMS must be installed and running as a daemon on the system.
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In addition the JDBC listener must be enabled. You can enable it by
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logging in as your Oracle user and typing the following:
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<pre>lsnrctl start</pre>
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Your instance should have a table space of at least 5 MB (10 MB or higher
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recommended). You should also have a username specific to Metacat
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created and enabled. This user must have most normal permissions
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including CREATE SESSION, CREATE TABLE, CREATE INDEX, CREATE TRIGGER,
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EXECUTE PROCEDURE, EXECUTE TYPE, etc. If an action is unexplainably
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rejected by Metacat it is probably because the user permissions are not
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correctly set.
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</p>
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<p><i>Postgres:</i><br>
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Postgres can be easily installed on most linux distributions and on
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Windows (using cygwin) and Mac OS X. Using Fedora Core or RedHat Linux,
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you can install the rpms for postgres and then run
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<code>/etc/init.d/postgresql start</code> in order to start the database.
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This initializes the data files. You need to do a bit of configuration
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to create a database and set up a user account and allow internet access
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via jdbc. See the postgres documentation for this, but here is a quick
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start:
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<ul>
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<li>Switch to the "postgres" user account and edit "data/pg_hba.conf", adding the following line to the file:<br>
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<code>host metacat metacat 127.0.0.1 255.255.255.255 password</code></li>
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<li>Edit the "data/postgres.conf" file and uncomment and edit the line
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starting with "tcpip_socket" so that it reads
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<code>tcpip_socket = true</code></li>
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<li>Run <code>createdb metacat</code> to create a new database</li>
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<li>Run <code>psql metacat</code> to log in using the postgres account and create a new "metacat" user account
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<ul>
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<li>In postgres, run <code>CREATE USER metacat WITH UNENCRYPTED PASSWORD 'apasswordyoulike';</code></li>
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<li>This creates a new account called metacat on the database named metacat</li>
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<li>Note: there are many ways to do this, so others such as using
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ENCRYPTED passwords will work fine.</li>
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</ul>
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</li>
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<li>Exit the postgres account back to root and restart the postgres
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database with <code>/etc/init.d/postgresql restart</code></li>
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<li>Test logging into the postgres db using the metacat account with
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the following command:
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<code>psql -U metacat -W -h localhost metacat</code></li>
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</ul>
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</p>
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<p class="header">Ant</p>
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<p>
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Ant is a Java based build application similar to Make on UNIX systems.
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It takes in installation parameters from a file in the root installation
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directory named "build.xml". The Metacat CVS module contains a default
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build.xml file that may require some modification upon installation. Ant
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should be installed on the system and the "ant" executable shell script
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should be available in the users path. We note that the current build is
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not working with Ant 1.6.x, so you'll need to use an earler version. We have
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successfully used Ant 1.5.1, 1.5.2, and some earlier versions.
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</p>
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<p class="header">Tomcat</p>
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<p>
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Install tomcat into the directory of your choice. The directory in which
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you install Tomcat itself will be referred to as the "$CATALINA_HOME".
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We recommend to install Tomcat version 4.0. More details about
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tomcat installation is avaliable in <a href=" http://jakarta.apache.org/tomcat/index.html">here</a>.
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</p>
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</td>
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</tr>
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"></td>
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<tr>
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<td>
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<p>
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Once all of the prerequisite software is installed as described above,
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the installation of Metacat can begin. First you must have a current
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version of the source distribution of Metacat. You can get it two ways.
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Authorized users can check it out of the NCEAS
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<a href="http://www.nceas.ucsb.edu/cgi-bin/cvsweb.cgi/xmltodb/">CVS</a>
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system. You'll need both the "metacat" module and the "utilities" module to
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be checked out in sibling directories. The command is as follows:
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<pre>mkdir knb-software</pre>
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<pre>cd knb-software</pre>
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<pre>cvs checkout -P metacat</pre>
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<pre>cvs checkout -P utilities</pre>
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Or you can
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<a href="@server@/software/download.html">download</a> a gzipped tar file
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from this site.
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</p>
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<p><h2>Edit build.xml File</h2></p>
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<p>
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Once you have either checked out or unzipped and untarred the source
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distribution, you can begin the installation process. Change into the
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metacat directory and edit the file called "build.xml". You will need
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to change a number of configuration properties to match the setup on
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your system. If you are using oracle, you'll need to customize the
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properties in the "oracle" target. If you are using Postgres, you'll
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need to customize the properties in the "postgres" target. All users
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will need to customize the properties in the "config" target.
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</p>
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<p>
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The properties that you need to change will include jdbc-connect,
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dbDriver, dbAdapter, oracle_home,
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jdbc, tomcat, webapps, context, user, server, systemidserver,
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web-base-url, and default-style. Each is described in detail below.
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You should also verify that the jar file properties mentioned in the
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remainder of the config target are accessible at the paths listed -- the
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defaults will usually work.
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</p>
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<p>
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Note that the build file is preconfigured to install Metacat either using
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Oracle or PostgreSQL as a backend database. To change the database
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system, simply change the 'depends' attribute of the 'config' target to be
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the name of the database target that you wish to use (either 'oracle' or
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'postgresql'). If you wish to use a different database system, add a new
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target for your database with the needed parameters and actions then add it
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to the 'depends' attribute.
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</p>
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Properties you will likely need to change:<br />
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<ul>
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<li>
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The jdbc-connect parameter is the JDBC connection string needed to connect
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to your database.
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</li>
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<li>
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The dbDriver parameter is the name of the JDBC driver class to use for
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connections to your database.
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</li>
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<li>
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The dbAdapter parameter is the name of the Metacat adapter class to be used
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to communicate with a particular database.
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</li>
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<li>
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The oracle_home parameter is the location that oracle is installed on
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your system.
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</li>
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<li>
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The jdbc parameter is the location of your jdbc driver jar file.
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</li>
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<li>
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The tomcat parameter is the location in which tomcat is installed.
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</li>
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<li>
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The webapps parameter is the location in which your tomcat servlet
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contexts are installed. This is typically "$TOMCAT_HOME/webapps".
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</li>
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<li>
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The context parameter is the name of the servlet context in which
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you want metacat to be installed. This will determine the installation
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directory for the servlet and many of the urls that are used to
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access the installed Metacat server.
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</li>
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<li>
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The user and password parameters are the database user name that you set up
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to use Metacat, for example an Oracle username and password.
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</li>
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<li>
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The tomcatversion is the version of your Tomcat. You should put tomcat3 or
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tomcat4 here.
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</li>
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<li>
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Web-base-url is the URL from which you want to load any stylesheets
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or supplementary images.
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</li>
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<li>
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Server is the http address on which Metacat is running (note that you should
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not include the 'http://' in the server property).
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</li>
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</li>
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<li>
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The systemidserver is the protocol (http or https) and server location to get
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any DTDs.
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</li>
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<li>
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The datafilepath is the directory to store the data file.
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</li>
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<li>
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The inlinedatafilepath is the directory to store inline data (This is for EML2).
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</li>
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<li>
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The default-style parameter defines the "style-set" that is to be used
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by default when the qformat parameter is missing or set to "html" during
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a query. It is set to "knb", which is the only style that ships with the
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default metacat distribution. If you create your own stylesheets for
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displaying metacat output, you may want to create a new config file in the
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config-dir (e.g., mystyle.xml) and then change the default-style to use
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your custom style (e.g., "mystyle").
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</li>
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<li>
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The debuglevel is the control value of debug message. Generally, it will vary
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from 0 to 70. In level 70, Metacat will desplay all debug messages.
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</li>
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<li>
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The forcereplicationwaitingtime is the waiting time for start force replication
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after uploading a package. Usually we use default value.
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</li>
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</ul>
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Other properties that you can but generaly need not change:<br />
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<ul>
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<li>
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The installdir
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parameter is the directory in which Ant should install the servlet.
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It is your "servlet context path" that was defined above.
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</li>
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<li>
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Replication path is the relative path to the replication servlet. This
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should be the name of your servlet followed by "/servlet/replication". For
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example 'metacat/servlet/replication'.
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</li>
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<li>
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The servlet path is the relative path to your servlet as viewed by the
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Tomcat or Apache web server. Under Tomcat, the form is usually
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<pre>/<servlet-context-name>/servlet/metacat</pre>
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</li>
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<li>
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The html-path is usually the first directory of the servlet-path. The only
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reason it wouldn't be is if you are doing something with your web server
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and you want the html served from a different location than where the
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servlet is located.
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</li>
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<li>
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The image-path is where you want the Metacat image files stored. It
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should be a directory that is accessible by the web server.
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</li>
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<li>
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Replication-log is the location at which you want Metacat to place any
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replication log files. The user that starts Tomcat must have permission to
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write to this directory.
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</li>
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|
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<li>
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The config-dir parameter specifies the location of the configuration files
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for the "style-sets" feature. It is set by default to the installation
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directory and generally does not need to be changed.
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</li>
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<li>
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The eml-module, eml-version, eml-tag parameters control the installation
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behavior with respect to EML. You should not need to change these paramters.
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</li>
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|
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<li>
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The cvsrootparameter is used when building the distribution and you should
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not need to change it.
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</li>
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</ul>
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<p class="emphasis">
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Note: DO NOT add a slash [/] to the end of these paths. Metacat will not
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function correctly if you do so.
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|
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</p>
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<p class="header"><h2>SQL Scripts</h2></p>
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<p>
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You now need to set up the table structure in your database. You can do
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either do this using the ant build system, or by manually running the
|
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scripts using a sql utility.
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</p>
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<p><b>WARNING: Do NOT run this on an existing metacat installation as it
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will delete all of your data. If you have an existing metacat installation,
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|
see the instructions for "Upgrading" below.</b></p>
|
| 357 |
|
|
|
| 358 |
|
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<p>To run the scripts using ant, type <code>ant installdb</code>. This does
|
| 359 |
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not work for postgres, so you'll need to run the xmltables-postgres.sql script
|
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|
|
manually (see next paragraph).
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</p>
|
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<p>To run the scripts manually, change to the
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metacat/src directory. Then run you RDBMS's SQL utility. In Oracle it is
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SQLPlus. This tutorial assumes an Oracle database so this example is for
|
| 365 |
|
|
SQLPlus. Login as the oracle user that was set up for use with Metacat.
|
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At the SQLPlus prompt type the following: <pre><b>@xmltables.sql;</b></pre>
|
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For postgres, use a command like:
|
| 368 |
|
|
<code>psql -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat</code>
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</p>
|
| 370 |
|
|
<p>Either way,
|
| 371 |
|
|
you should see a bunch of output showing the creation of the Metacat table
|
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space. The first time you run this script you will get several errors at the
|
| 373 |
|
|
beginning saying that you cannot drop a table/index/trigger because it
|
| 374 |
|
|
does not exist. This is normal. Any other errors besides this need to be
|
| 375 |
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resolved before continuing. The script file name for PostgreSQL is
|
| 376 |
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xmltalbes_postgres.sql and for Microsoft SQL server is
|
| 377 |
|
|
xmltables-sqlserver.sql.
|
| 378 |
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</p>
|
| 379 |
|
|
<p>
|
| 380 |
|
|
If the script has run correctly you should be able to type
|
| 381 |
|
|
<pre>describe xml_documents</pre> and it should tell you
|
| 382 |
|
|
<pre>
|
| 383 |
|
|
Name Null? Type
|
| 384 |
|
|
-------------- ------------ ----------------
|
| 385 |
|
|
DOCID NOT NULL VARCHAR2(250)
|
| 386 |
|
|
ROOTNODEID NUMBER(20)
|
| 387 |
|
|
DOCNAME VARCHAR2(100)
|
| 388 |
|
|
DOCTYPE VARCHAR2(100)
|
| 389 |
|
|
DOCTITLE VARCHAR2(1000)
|
| 390 |
|
|
USER_OWNER VARCHAR2(100)
|
| 391 |
|
|
USER_UPDATED VARCHAR2(100)
|
| 392 |
|
|
SERVER_LOCATION NUMBER(20)
|
| 393 |
|
|
REV NUMBER(10)
|
| 394 |
|
|
DATE_CREATED DATE
|
| 395 |
|
|
DATE_UPDATED DATE
|
| 396 |
|
|
PUBLIC_ACCESS NUMBER(1)
|
| 397 |
|
|
UPDATED NUMBER(1)
|
| 398 |
|
|
</pre>
|
| 399 |
|
|
</p>
|
| 400 |
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<p class="header"><h2>Upgrading SQL Scripts</h2></p>
|
| 401 |
|
|
<p>
|
| 402 |
|
|
If you have an existing metacat installation, you should not run the install
|
| 403 |
|
|
script because it will replace all of the older tables with new, empty
|
| 404 |
|
|
copies of the tables. Thus you would lose your data! Instead, you can
|
| 405 |
|
|
run some upgrade scripts that will change the table structure as needed for
|
| 406 |
|
|
the new version. If you are skipping versions, run each upgrade script
|
| 407 |
|
|
for the intermediate versions as well. Currently the upgrade scripts are:
|
| 408 |
|
|
</p>
|
| 409 |
|
|
<ul>
|
| 410 |
|
|
<li>upgrade-db-to-1.2.sql</li>
|
| 411 |
|
|
<li>upgrade-db-to-1.3.sql</li>
|
| 412 |
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|
<li>upgrade-db-to-1.4.sql</li>
|
| 413 |
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</ul>
|
| 414 |
|
|
<p>
|
| 415 |
|
|
So, if you had an existing metacat 1.0 installation and you were upgrading
|
| 416 |
|
|
to 1.3, you would need to run both upgrade-db-to-1.2.sql and
|
| 417 |
|
|
upgrade-db-to-1.3.sql. Howver, if you were starting from a Metacat 1.2.x
|
| 418 |
|
|
installation, you would only need to run the 1.3 upgrade script.
|
| 419 |
|
|
</p>
|
| 420 |
|
|
</p>
|
| 421 |
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</td>
|
| 422 |
|
|
</tr>
|
| 423 |
|
|
</table>
|
| 424 |
|
|
|
| 425 |
|
|
<table class="tabledefault" width="100%">
|
| 426 |
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<td class="tablehead" colspan="2"><p><h2>Compilation and Installation</h2></p></td>
|
| 427 |
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<tr>
|
| 428 |
|
|
<td>
|
| 429 |
|
|
<a name="protocol"></a>
|
| 430 |
|
|
<p>
|
| 431 |
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|
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|
Ant allows compilation and installation to be done in one step.
|
| 432 |
|
|
Change into the metacat directory and type:
|
| 433 |
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|
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|
<pre><b>ant geteml install</b></pre>
|
| 434 |
|
|
or, if you are upgrading an existing installation, type:
|
| 435 |
|
|
<pre><b>ant geteml upgrade</b></pre>
|
| 436 |
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|
<p>
|
| 437 |
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You should see a bunch of messages telling you the progress of compilation
|
| 438 |
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|
and installation. When it is done you should see the message
|
| 439 |
|
|
BUILD SUCCESSFUL
|
| 440 |
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and you should be returned to a UNIX command prompt. If you do not see
|
| 441 |
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|
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|
the message BUILD SUCCESSFUL then there was an error that you need to
|
| 442 |
|
|
resolve.
|
| 443 |
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This may come up if you are logged in as a user that does not have write
|
| 444 |
|
|
access to one or more of the directories that are listed in the build.xml
|
| 445 |
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|
file, or if any of the paths to files are not configured correctly in the
|
| 446 |
|
|
"config" target.
|
| 447 |
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</p>
|
| 448 |
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|
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<p>Once metacat itself is installed, you should also register
|
| 449 |
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|
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|
the Ecological Metadata Language (EML) DTDs and schemas. This process is done most
|
| 450 |
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|
easily by running:</p>
|
| 451 |
|
|
<pre><b>ant dtdschemasql</b></pre>
|
| 452 |
|
|
<p>This command registers the DTDs' and schemas' location in the
|
| 453 |
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|
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|
metacat server. Your database username and password have to be set correctly
|
| 454 |
|
|
for this to work.
|
| 455 |
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|
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|
</p>
|
| 456 |
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<p>
|
| 457 |
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Note: The 'data' directory in the installation directory must be writeable
|
| 458 |
|
|
by whatever user is running Tomcat or you will not be able to upload data
|
| 459 |
|
|
files to the system.
|
| 460 |
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|
<h2>Restart Tomcat</h2>
|
| 461 |
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|
<p>
|
| 462 |
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Once you have successfully installed Metacat, there is one more step. Tomcat
|
| 463 |
|
|
(and Apache if you have Tomcat integrated with it) must be restarted. To do
|
| 464 |
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|
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|
this, login as the user that runs your tomcat server (often "tomcat"),
|
| 465 |
|
|
go to $CATALINA_HOME/bin and type:
|
| 466 |
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<pre>
|
| 467 |
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|
./shutdown.sh
|
| 468 |
|
|
./startup.sh
|
| 469 |
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</pre>
|
| 470 |
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In the Tomcat startup messages you should see something in log file like:
|
| 471 |
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<pre>
|
| 472 |
|
|
MetacatServlet Initialize
|
| 473 |
|
|
Context log path="/metadata" :Metacat: init
|
| 474 |
|
|
MetacatServlet Initialize
|
| 475 |
|
|
</pre>
|
| 476 |
|
|
If you see that message Tomcat is successfully loading the Metacat servlet.
|
| 477 |
|
|
Next, try to run your new servlet. Go to a web browser and type:
|
| 478 |
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<pre>http://yourserver.yourdomain.com/yourcontext/</pre>
|
| 479 |
|
|
You should substitute your context name for "yourcontext" in the url above.
|
| 480 |
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If everything is working correctly, you should see a query page followed
|
| 481 |
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|
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|
by an empty result set. Note that if you do not have Tomcat integrated with
|
| 482 |
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Apache you will probably have to type
|
| 483 |
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|
<pre>http://yourserver.yourdomain.com:8080/yourcontext/</pre>
|
| 484 |
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</p>
|
| 485 |
|
|
</td>
|
| 486 |
|
|
</tr>
|
| 487 |
|
|
</table>
|
| 488 |
|
|
|
| 489 |
|
|
</body>
|
| 490 |
|
|
</html>
|