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docs/user/metacatinstall.html
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These documents are meant to outline the metacat installation process on specific platforms. They are <strong><em>not</em></strong> a substitute for the below instructions and only meant as a supplemental guideline. 
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  </p>
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  <ul>
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    <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>
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    <li> <a href="os_specific/install_metacat_windows.html">Installing from CVS source on Windows XP</a> </li>
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    <li> <a href="os_specific/install_metacat_ubuntu.html">Installing from CVS source on Ubuntu 6.06 (ie Dapper Drake)</a> </li>
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    <li> <a href="os_specific/install_metacat_mac.html">Installing from CVS source on Mac OS X</a> </li>
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  </ul>
docs/user/os_specific/install_metacat_windows.html
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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 Install - Windows XP</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 Install - Windows XP</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">Building Metacat from cvs on Windows XP</p></td>
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<tr>
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<td>
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<p>
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Matthew Perry<br />
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10/24/2006
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</p>
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  <p class="emphasis">
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Note: This is not intended to be a complete, step-by-step tutorial but rather a general overview of the process along with some specific "gotchas" that I encountered along the way.
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  </p>
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</td>
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</tr>
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</table>
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<h2>Download and Install via the standard windows installers</h2>
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<p>
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  Postgresql 8.1
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  Java 1.5 JDK
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  TortiseCVS 
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</p>
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<h2>Tomcat</h2>
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<p>
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Download Tomacat5.5 windows installer and install to C:\tomcat5 (or another directory w/out spaces)
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</p>
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<h2>Ant</h2>
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<p>
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Download ant 1.6.5-bin and extract to C:\ant
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</p>
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<h2>Environment variables</h2>
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<pre>
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Set environment variables (ctl panel > System > Advanced > Environment Variables). 
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 ANT_HOME => C:\ant
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 JAVA_HOME => C:\Program_Files\jdk1.5.0_09
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 PATH => { THE EXISTING PATH };C:\Program_Files\jdk1.5.0_09\bin;C:\ant\bin;C:\Program Files\TortoiseCVS
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 CVS_RSH => C:\Program Files\TortoiseCVS\TortoisePlink
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</pre>
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<h2>Database</h2>
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<pre>
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Use pgadmin to 
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* Create a new user named 'metacat'
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* Create a new database named 'metacat', owned by user 'metacat',  with UTF8 Encoding
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</pre>
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<h2>Checkout metacat</h2>
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<pre>
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Download the cvs version of metacat
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    cd c:\worskpace
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    cvs -d:ext:{ USER }@cvs.ecoinformatics.org:/cvs co metacat
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    cvs -d:ext:{ USER }@cvs.ecoinformatics.org:/cvs co utilities
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    cd metacat
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</pre>
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<h2>Edit build.properties</h2>
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<pre>
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Adjust build.properties
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  # Tomcat Properties
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  tomcat=C:/tomcat5
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  deploy.dir=C:/tomcat5/webapps
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  # Server Properties
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  config.hostname=localhost
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  config.port=8080
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  # Metacat database user and password and location of file stores
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  user=metacat
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  password=metacatpass
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  datafilepath=C:/workspace/metacat-data
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  inlinedatafilepath=C:/workspace/metacat-inline-data
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  # give username for CVS access to retrieve latest EML
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  cvsroot=:ext:perry@cvs.ecoinformatics.org:/cvs
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</pre>
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<h2>Run</h2>
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<pre> 
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  ant clean install 
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</pre>
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<h2>Create tables</h2>
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<pre>
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  "C:\Program Files\PostgreSQL\8.1\bin\psql.exe" -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat
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</pre>
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<h2>Register schemas with metacat db</h2>
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<pre>
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  ant register-schemas
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</pre>
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<p>
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If all went well, you should be able to point your browser to http://localhost:8080/knb and see the default metacat skin
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</p>
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</body>
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</html>
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docs/user/os_specific/install_metacat_mac.html
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<h2>Installing Metacat on Mac OSX (10.4.10)</h2>
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Author: Matthew Perry, Derik Barseghian<br />
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Date: 11/05/2007<br />
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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 Install - Mac OS X</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 Install - Mac OS X</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">Installing Metacat on Mac OSX (10.4.10)</p></td>
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<tr>
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<td>
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<p>
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This is a terse cheatsheet for metacat with postgres on os X. Please see metacat_install_instructs.html for the full details.
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Author: Matthew Perry<br />
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Date: 11/9/2006<br />
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Updated: 11/04/07 Derik Barseghian<br />
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</p>
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<h2>* pre-requirements</h2>
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<h3>install ant, postgres, tomcat using macports</h3>
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  <p class="emphasis">
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	This is a terse cheatsheet for installing metacat with postgres on os X. Please see the <a href="../metacatinstall.html">general instructions</a> for the full details.
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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 class="emphasis">Pre-Requirements</p></td>
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<tr>
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<td>
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</td>
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</tr>
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</table>
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<h2>Install ant, postgres, tomcat using macports</h2>
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<p>Alternatively, download and install ant, postgres and tomcat from source or using fink.</p>
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<p>
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install <a href="http://www.macports.org/">macports</a>. 
......
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sudo port install tomcat5
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</pre>
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<h2>* metacat install</h2>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p class="emphasis">Metacat Install</p></td>
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<tr>
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<td>
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</td>
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</tr>
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</table>
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<h3>setup database</h3>
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<h2>Setup Postgres Database</h2>
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<pre>
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cd /opt/local/lib/postgresql82/
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sudo mkdir data
......
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</pre>
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<h3>checkout metacat</h3>
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<h2>Checkout Metacat</h2>
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<pre>
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mkdir ~/cvs_src/
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cd ~/cvs_src
......
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cvs -d:ext:your_cvs_name@cvs.ecoinformatics.org:/cvs co utilities
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</pre>
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<h3>edit build.properties as needed</h3>
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<h2>Edit build.properties as needed</h2>
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<pre>
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tomcat=/opt/local/share/java/tomcat5
......
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metacat.dir=/Users/yourname/nceas/metacat
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</pre>
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<h3>install metacat</h3>
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<h2>Install Metacat</h2>
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<pre>
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cd metacat
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sudo ant install
......
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<p>
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After restarting, you'll need to fire off the following commands in order to start up postgres/tomcat again:
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# Startup
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</p>
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<p>
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Startup
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</p>
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<pre>
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/Users/nceas/Apps/postgres/bin/pg_ctl -D /Users/nceas/Apps/postgres/data/ -l /Users/nceas/Apps/postgres/logfile -m fast start
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/Users/nceas/Apps/apache-tomcat-5.5.20/bin/startup.sh
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</pre>
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<p>
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# Shutdown
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Shutdown
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</p>
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<pre>
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/Users/nceas/Apps/apache-tomcat-5.5.20/bin/shutdown.sh
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<p>
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You can create two shell scripts with the preceeding commands; start_metacat.sh and stop_metacat.sh
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</p>
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</body>
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</html>
docs/user/os_specific/install_metacat_ubuntu.html
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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 Install - Ubuntu</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 Install - Ubuntu</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">Installing Metacat on Ubuntu</p></td>
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<tr>
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<td>
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  <p class="emphasis">
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Assumes you have the base ubuntu distribution set up already.
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  </p>
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</td>
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</tr>
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</table>
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<h2>Repositories</h2>
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<pre>
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* Add the extra repositories to your apt sources list. 
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    sudo gedit /etc/apt/sources.list
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    # add universe and multiverse to the following lines
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       deb http://us.archive.ubuntu.com/ubuntu/ dapper main restricted universe multiverse
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       deb-src http://us.archive.ubuntu.com/ubuntu/ dapper main restricted universe multiverse
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    sudo apt-get update
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</pre>
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<h2>Ubuntu Package Dependencies</h2>
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<pre>
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* Install the ubuntu package dependencies
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    sudo apt-get install tomcat5-webapps postgresql-server-dev-8.1 postgresql-8.1 sun-java5-jdk \
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                         apache2 cvs 
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</pre>
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<h2>java jdk</h2>
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<pre>
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* Tell the ubuntu system to use the java jdk 
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    sudo update-java-alternatives -s java-1.5.0-sun
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    sudo vi /etc/default/tomcat5
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      JAVA_HOME=/usr/lib/jvm/java-1.5.0-sun
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      .......
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      CATALINA_OPTS="-Djava.awt.headless=true -Djava.util.prefs.syncInterval=2000000 -Xmx512M -server"
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      ....
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      TOMCAT_SECURITY=no
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    sudo /etc/init.d/tomcat5 restart
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</pre>
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<h2>Checkout Metacat</h2>
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<pre>
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* Download metacat from CVS and set up utilites     
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    mkdir ~/workspace; cd ~/workspace
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    cvs -d:ext:perry@cvs.ecoinformatics.org:/cvs co metacat
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    cvs -d:ext:perry@cvs.ecoinformatics.org:/cvs co utilities
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    cd utilities
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    ant clean jar
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    cd ../metacat
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</pre>
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<h2>prep postgres</h2>
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<pre>
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    # Setting up the postgres metacat db
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    sudo vi /etc/postgresql/8.1/main/pg_hba.conf
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    # add 
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      host metacat metacat 127.0.0.1 255.255.255.255 password
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    sudo su postgres
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    createdb metacat
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    psql -d metacat
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      create user metacat with unencrypted password 'metacatpass';
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      \q
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    exit
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</pre>
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<h2>restart postgres</h2>
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<pre>
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    sudo /etc/init.d/postgresql-8.1 restart
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    # TEST
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    psql -U metacat -W -h localhost metacat
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</pre>
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<h2>Build</h2>
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<pre>
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   sudo touch /var/lib/tomcat5/webapps/knb.war
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   sudo chown perry /var/lib/tomcat5/webapps/knb.war
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   cd ~/workspace/metacat
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   cp build.properties default.build.properties
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   # Edit build.properties 
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   vi lib/metacat.properties
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   #change
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     onlySecureLDAPConnection=false
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   # TODO set up the certificate *********
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   ant clean install
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   # may need to give cvs password a few times on the first build
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</pre>
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<h2>Postgres configuration</h2>
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<pre>
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   psql -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat
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   ant register-schemas
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</pre>
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<h2>apache / tomcat integration</h2>
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<pre>
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    #the instructions at <a href="http://www.ubuntuforums.org/showthread.php?t=219985">http://www.ubuntuforums.org/showthread.php?t=219985</a> cover this pretty well
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    #remember to add the 'knb' servlet context
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* Make sure metacat_data and metacat_inline_data folders are readable/writable by tomcat user
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</pre>
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</body>
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</html>
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