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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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<!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 or Postgresql 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; J2SE 1.4.2 or later is required.  The latest metacat release
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  has been tested most extensively with <a href="http://java.sun.com/j2se/1.5.0/">J2SE 5.0</a>
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  and this is the recommended version.
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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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  On Ubuntu and other Debian-based Linux distributions, you can use the apt-get command
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  to install postgres: <code>sudo apt-get install postgresql-8.0</code> and
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  then run <code>/etc/init.d/postgresql-8.0 start</code> to start.
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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><br>
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     If your host uses IPv6 addresses, you made need this line instead:
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     <code>host   metacat  metacat      ::1               ffff:ffff:ffff:ffff:ffff:ffff:ffff:ffff password</code></li>
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     <li>If you are using Postgresql pre-8.0, you must 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. The latest metacat release was tested with
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   Ant 1.6.5. <!-- 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 that you install Tomcat version 5.5.  More details about
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    Tomcat installation are available <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>
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  <h2>Edit <code>build.properties</code> 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 "<code>build.properties</code>".  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.
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  </p>
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  <p>
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  The properties that you will likely need to change will include:
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  <ul>
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  <li><code>tomcat</code></li>
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  <li><code>deploy.dir</code></li>
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  <li><code>metacat.context</code></li>
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  <li><code>config.hostname</code></li>
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  <li><code>config.port</code></li>
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  <li><code>config.port.https</code></li>
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  <li><code>ldapUrl</code></li>
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  <li><code>database</code></li>
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  <li><code>jdbc-connect</code></li>
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  <li><code>jdbc-base</code></li>
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  <li><code>user</code></li>
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  <li><code>password</code></li>
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  <li><code>datafilepath</code></li>
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  <li><code>inlinedatafilepath</code></li>
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  <li><code>default-style</code></li>
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  <li><code>administrators</code></li>
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  <li><code>authority.context</code></li>
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  <li><code>config.lsidauthority</code></li>
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  </ul>
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  Each is described in detail in the following table:
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  </p>
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  <br><br>
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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>Default value and examples of other values</b></td>
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    </tr>
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    <tr>
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      <td>tomcat</td>
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      <td>The tomcat property is the location in which tomcat is installed.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/usr/local/devtools/jakarta-tomcat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5</code></td>
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    </tr>
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    <tr>
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      <td>deploy.dir</td>
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      <td>The deploy.dir property is the location in which your tomcat servlet
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          contexts are deployed. This is typically "${tomcat}/webapps",
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          where ${tomcat} is the same value that you entered for the 'tomcat'
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          property above.
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/www/org.ecoinformatics.knb</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/webapps</code>
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      </td>
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    </tr>
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    <tr>
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      <td>metacat.context</td>
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      <td>The metacat.context property is the name of the servlet context in which you
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          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 access
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          the installed Metacat server.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>knb</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>mycontext</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.hostname</td>
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      <td>The config.hostname property is the hostname of the server on which Metacat is
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          running (note that you should not include the 'http://' in the config.hostname
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          property).
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      </td>
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      <td>Default:&nbsp;&nbsp;
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         <code>knb.ecoinformatics.org</code>
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      <br><br>Example:&nbsp;&nbsp;
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         <code>somehost.university.edu</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.port</td>
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      <td>The config.port property is the HTTP plain port number that is used to connect to Metacat.
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          If Tomcat is running stand-alone, the value will typically be 8080.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>80</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>8080</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.port.https</td>
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      <td>The config.port.https property is the HTTP secure port number that is used to connect to Metacat,
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          generally when replicating documents to and from other Metacat servers.
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          If Tomcat is running stand-alone, the value will typically be 8443.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>80</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>8443</code>
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      </td>
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    </tr>
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    <tr>
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      <td>ldapUrl</td>
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      <td>URL to the LDAP server. The LDAP server is used in the default
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          authentication module to authenticate and identify users of the
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          system.  To participate in the KNB network, you should leave this at
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          the default.  But it can be changed if you want to use a
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          different directory of users.
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>ldap://ldap.ecoinformatics.org/dc=ecoinformatics,dc=org</code>
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      </td>
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    </tr>
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    <tr>
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      <td>database</td>
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      <td>Select the database to use for metadata storage.
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          Valid values are <code>oracle</code>, <code>postgresql</code>, or
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          <code>sqlserver</code>. <em>Note that sqlserver support is minimal and
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          probably will not work without substantial changes on your part,
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          possibly including code changes.  We have not recently tested on
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          sqlserver.</em>
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>postgresql</code>
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      <br><br>Other possible values:&nbsp;&nbsp;
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          <code>oracle</code>&nbsp;&nbsp;
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          <code>sqlserver</code>
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      </td>
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    </tr>
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    <tr>
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      <td>jdbc-connect</td>
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      <td>The JDBC connection string used to connect to the database.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>jdbc-connect=jdbc:postgresql://localhost/metacat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>jdbc:oracle:thin:@somehost.university.edu:1521:metacat</code>
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      </td>
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    <tr>
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      <td>jdbc-base</td>
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      <td>The base directory for locating JDBC jar files. When using the postgresql database, the default setting of './lib' can be used,
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          while oracle and sqlserver databases will require a different setting since these jar files are not included in the Metacat
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          distribution.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>./lib</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>/usr/oracle/jdbc/lib</code><br>
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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 database user name that you set up to use Metacat.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>metacat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>metacatuser</code>
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      </td>
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    </tr>
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    <tr>
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      <td>password</td>
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      <td>The database password that you set up to use Metacat.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>yourPasswordHere</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>metacat123</code>
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      </td>
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    </tr>
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    <tr>
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      <td>datafilepath</td>
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      <td>The datafilepath is the directory to store data files.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/metacat/data</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/data/metacat/data</code>
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      </td>
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    </tr>
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    <tr>
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      <td>inlinedatafilepath</td>
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      <td>The inlinedatafilepath is the directory to store inline data that
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          has been extracted from EML documents.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/metacat/inline-data</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/data/metacat/inlinedata</code>
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      </td>
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    </tr>
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    <tr>
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      <td>default-style</td>
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      <td>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"
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          during a query. It is set to "default", which is one of the styles that
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          ships with the default metacat distribution. Other possible settings
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          are shown in the examples to the right.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>default</code>
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      <br><br>Examples:<code>esa kepler knb knb2 knp lter ltss nceas nrs obfs pisco specnet</code>
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      </td>
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    </tr>
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    <tr>
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      <td>administrators</td>
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      <td>The administrators parameter lists the accounts that are allowed to
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          perform administrative actions such as rebuilding indices for
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          documents. The list can contain more than one account separated
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          by colons.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>uid=jones,o=NCEAS,dc=ecoinformatics,dc=org</code>
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      <br><br>Examples:&nbsp;&nbsp;
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          <code>uid=localadmin,o=ucnrs.org</code>
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      </td>
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    </tr>
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	<!-- start lsid stuff -->
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	<tr>
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      <td>authority.context</td>
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      <td>This is the context for the (Life Sciences Identifier) LSID authority.
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        LSID support is an optional feature which can be configured to provide
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        metacat access to LSID clients. For more information on LSID's see <a href="http://wiki.gbif.org/guidwiki/wikka.php?wakka=LSID">TDWG
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        site</a>.</td>
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      <td>Default: authority</td>
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    </tr>
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	<tr>
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      <td>config.lsidauthority</td>
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      <td>This is the name of the LSID authority that this metacat should use.
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        This authority needs to be defined as SRV record in a DNS.</td>
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      <td><p>Default: ecoinformatics.org</p>
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        <p>Examples: esa.org or sulphur.ecoinformatics.org</p></td>
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    </tr>
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  </table>
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  <br>
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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, PostgreSQL, or Microsoft SQL Server as a backend database.
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   To change the database system, simply change the value of the 'database'
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   property to be the name of the database target that you wish to use
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   (either 'oracle', 'postgresql', or 'sqlserver').
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  </p>
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  Other properties in <code>build.properties</code> that you can (but generally need not) change:<br />
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  <br>
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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>Default value and examples of other values</b></td>
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    </tr>
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    <tr>
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      <td>server</td>
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      <td>The server property is the hostname and port number of the server that Metacat uses
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          for replicating documents to and from other Metacat servers, which should be with the secure (HTTPS) port.
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          Since this property is usually composed of the <code>config.hostname</code> and <code>config.port.https</code> properties (described above),
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          the default setting can be used in most cases.
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      <td>Default:&nbsp;&nbsp;<code>${config.hostname}:${config.port.https}</code>
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      </td>
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    </tr>
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    <tr>
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      <td>httpserver</td>
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      <td>httpserver is the plain HTTP address and port number that Metacat uses for purposes
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          other than replication. Since this property is usually composed of the <code>config.hosthame</code> and <code>config.port</code>
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          properties (described above), the default setting can be used in most cases.</td>
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      <td>Default:&nbsp;&nbsp;<code>${config.hostname}:${config.port}</code>
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      </td>
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    </tr>
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    <tr>
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      <td>inst.cgi.dir</td>
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      <td>Installation directory for registry CGI scripts</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/www/cgi-knb</code>
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      </td>
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    </tr>
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    <tr>
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      <td>cgi-prefix</td>
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      <td>&nbsp;</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>http://${httpserver}/cgi-bin</code>
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      </td>
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    </tr>
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    <tr>
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      <td>cvsroot</td>
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      <td>CVS access to retrieve latest EML. Only used by
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          developers in building the release.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code><pre>:ext:${env.USER}@cvs.ecoinformatics.org:/cvs</pre></code>
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          Example:&nbsp;&nbsp;
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          <code><pre>:ext:myaccount@cvs.ecoinformatics.org:/cvs</pre></code>
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      </td>
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    </tr>
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    <tr>
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      <td>knb-site-url</td>
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      <td>This is the URL to the web context root for the knb site.
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          It is used for the qformat=knb skin only.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>http://knb.ecoinformatics.org</code>
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      </td>
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    </tr>
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    <tr>
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      <td>timedreplication</td>
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      <td>Determines whether timed replication to other metacat servers is being used.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>false</code>
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      <br><br>Other possible values:&nbsp;&nbsp;
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          <code>true</code>
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      </td>
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    </tr>
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    <tr>
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      <td>firsttimedreplication</td>
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      <td>The time for starting first timed replication if timedreplication is true.
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          (See comments in build.properties file for additional details.)</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>10:00 PM</code>
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          <code>&nbsp;</code>
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      </td>
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    </tr>
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    <tr>
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      <td>timedreplicationinterval</td>
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      <td>The interval to next timed replication if timedreplication is true.
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          The value is in milliseconds and default value is 48 hours.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>172800000</code>
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          <code>&nbsp;</code>
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      </td>
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    </tr>
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    <tr>
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      <td>forcereplicationwaitingtime</td>
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      <td>The waiting time before replication is forced to begin after
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          uploading a package. The default value should usually suffice.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>30000</code>
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          <code>&nbsp;</code>
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      </td>
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    </tr>
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  </table>
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  <p>
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  Metacat has a number of additional settable properties in file
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  <code>lib/metacat.properties</code>. Under most circumstances,
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  you will not need to modify this file because the properties of interest
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  to you can be controlled by editing <code>build.properties</code> as
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  described above. To learn more about Metacat's additional properties,
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  see <a href="./properties.html">Metacat Properties File</a>.
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  </p>
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  <p class="emphasis">
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   Note: When setting properties, DO NOT add a trailing slash [/] to the end of any paths that are specified.
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   Metacat will not function correctly if you do so.
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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><h2>Compilation and Installation</h2></p></td>
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<tr>
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<td>
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  <a name="protocol"></a>
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  <p>
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   Ant allows compilation and installation to be done in one step.
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   Change into the metacat directory and type:
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   <pre><b>ant install</b></pre>
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   or, if you are upgrading an existing installation, type:
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   <pre><b>ant clean upgrade</b></pre>
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   <p>
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   You should see a bunch of messages telling you the progress of compilation
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   and installation.  When it is done you should see the message
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   BUILD SUCCESSFUL
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   and you should be returned to a UNIX command prompt.  If you do not see
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   the message BUILD SUCCESSFUL then there was an error that you need to
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   resolve.
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   This may come up if you are logged in as a user that does not have write
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   access to one or more of the directories that are listed in the build.xml
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   file, or if any of the paths to files are not configured correctly in the
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   "config" target.
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  </p>
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  <p>
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  Note: The 'data' directories that are indicated in the 'datafilepath' and
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  'inlinedatafilepath' build properties must be writeable
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  by user account under which Tomcat runs or you will not be able to upload
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  data files to the system.
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  </p>
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  <p class="header">To install metacat LSID support, adjust the LSID-related
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    properties in the build.properties files and type:
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  <p class="header"><b>ant deploy-lsid</b>
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  <p class="header">
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  <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>
593
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  <p>To run the scripts using ant, type <code>ant installdb</code>.  This does
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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/build/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
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   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:
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   <code>psql -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat</code>
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  </p>
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  <p>Either way,
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   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
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   beginning saying that you cannot drop a table/index/trigger because it
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   does not exist.  This is normal.  Any other errors besides this need to be
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   resolved before continuing. The script file name for PostgreSQL is
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   xmltables-postgres.sql and for Microsoft SQL server is
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   xmltables-sqlserver.sql.
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  </p>
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  <p>
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   If the script has run correctly you should be able to type
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   <pre>describe xml_documents</pre> and it should show:
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   <pre>
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    Name            Null?         Type
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    --------------  ------------  ----------------
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     DOCID          NOT NULL      VARCHAR2(250)
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     ROOTNODEID                   NUMBER(20)
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     DOCNAME                      VARCHAR2(100)
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     DOCTYPE                      VARCHAR2(100)
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     DOCTITLE                     VARCHAR2(1000)
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     USER_OWNER                   VARCHAR2(100)
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     USER_UPDATED                 VARCHAR2(100)
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     SERVER_LOCATION              NUMBER(20)
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     REV                          NUMBER(10)
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     DATE_CREATED                 DATE
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     DATE_UPDATED                 DATE
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     PUBLIC_ACCESS                NUMBER(1)
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     UPDATED                      NUMBER(1)
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   </pre>
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  </p>
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  <p class="header"><h2>Registering schemas and DTDs</h2></p>
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  <p>Once the tables have been created, you should also register the Ecological
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  Metadata Language (EML) DTDs and schemas. <b>However, note that you should
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  NOT do this if you are upgrading an existing installation -- the upgrade
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  scripts take care of it for you (see the next section).</b>  If you are
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  installing new, you can register the schema documents by running:</p>
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  <pre><b>ant register-schemas</b></pre>
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  <p>This command registers the EML DTDs' and schemas' location in the
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  metacat server.  Your database username and password have to be set correctly
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  for this to work.  Also, if for some reason running this script from ant
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  does not work, you could instead try running "build/src/loaddtdschema.sql"
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  from your sql utility (but be sure to use the version in the 'build' directory
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  that has been customized for your installation).
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  </p>
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  <p class="header"><h2>Upgrading SQL Scripts</h2></p>
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  <p>
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    If you have an existing metacat installation, you should not run the install
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    script because it will replace all of the older tables with new, empty
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    copies of the tables.  Thus you would lose your data!  Instead, you can
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    run some upgrade scripts that will change the table structure as needed for
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    the new version.  If you are skipping versions, run each upgrade script
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    for the intermediate versions as well.  Currently the upgrade scripts are:
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   </p>
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    <ul>
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      <li>build/src/upgrade-db-to-1.2.sql</li>
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      <li>build/src/upgrade-db-to-1.3.sql</li>
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      <li>build/src/upgrade-db-to-1.4.sql</li>
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      <li>build/src/upgrade-db-to-1.5.sql</li>
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      <li>build/src/upgrade-db-to-1.6.sql</li>
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      <li>build/src/upgrade-db-to-1.7.sql</li>
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    </ul>
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   <p>
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    For example, if you had an existing metacat 1.4 installation and you were upgrading
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    to metacat 1.7, you would need to run three scripts in sequence:
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    upgrade-db-to-1.5.sql, upgrade-db-to-1.6.sql, and upgrade-db-to-1.7.sql.
671
    However, if you were starting from a Metacat 1.6
672
    installation, you would only need to run the upgrade-db-to-1.7.sql script.
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    <em>Be sure to use the version of the scripts from the 'build/src' directory: they
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    are customized for your installation in that directory.</em>
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   </p>
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  </p>
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  <h2>Restart Tomcat</h2>
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  <p>
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   Once you have successfully installed Metacat, there is one more step.  Tomcat
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   (and Apache if you have Tomcat integrated with it) must be restarted.  To do
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   this, login as the user that runs your tomcat server (often "tomcat"),
682
   go to $CATALINA_HOME/bin and type:
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   <pre>
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   ./shutdown.sh
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   ./startup.sh
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   </pre>
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   In the Tomcat startup messages you should see something in log file like:
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   <pre>
689
    MetacatServlet Initialize
690
    Context log path="/metadata" :Metacat: init
691
    MetacatServlet Initialize
692
   </pre>
693
   If you see that message Tomcat is successfully loading the Metacat servlet.
694
   Next, try to run your new servlet.  Go to a web browser and type:
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   <pre>http://yourserver.yourdomain.com/yourcontext/</pre>
696
   You should substitute your context name for "yourcontext" in the url above.
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   If everything is working correctly, you should see a query page followed
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   by an empty result set.  Note that if you do not have Tomcat integrated with
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   Apache you will probably have to type
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   <pre>http://yourserver.yourdomain.com:8080/yourcontext/</pre>
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  </p>
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  <p><b>Troubleshooting</b>: If you see something like java.lang.InternalError:
703
  Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.
704
  <p>You should add this line:
705
  <b>JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</b> at the first line of
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  catalina.sh file in tomcat bin directory. The reason is that GeoServer uses X11 windows to draw graphics.
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  </p>
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709
  <h2> Operating System Specific Instructions </h2>
710
  <p> These documents are meant to outline the metacat installation process on specific platforms. They are <strong><em>not</em></strong> a substitute for the above instructions and only meant as a supplemental guideline. </p>
711
  <ul>
712
    <li> <a href="os_specific/install_metacat_windows.txt">Installing from CVS source on Windows XP</a> </li>
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    <li> <a href="os_specific/install_metacat_ubuntu.txt">Installing from CVS source on Ubuntu 6.06 (ie Dapper Drake)</a> </li>
714
    <li> <a href="os_specific/install_metacat_mac.txt">Installing from CVS source on Mac OSX (Intel)</a> </li>
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  </ul>
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</td>
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</tr>
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</table>
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</body>
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</html>