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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: tao $'
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* '$Date: 2007-11-13 16:16:05 -0800 (Tue, 13 Nov 2007) $'
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* '$Revision: 3592 $'
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*
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*
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-->
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<!DOCTYPE html PUBLIC "-//W3C//DTD html 4.0//EN">
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<html>
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<head>
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<title>Metacat Installation Instructions</title>
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<link rel="stylesheet" type="text/css" href="@docrooturl@default.css">
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</head>
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<body>
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<table class="tabledefault" width="100%">
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<tr><td rowspan="2"><img src="@docrooturl@images/KNBLogo.gif"></td>
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<td colspan="7">
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<div class="title">Metacat UNIX Installation Instructions</div>
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</td>
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</tr>
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<tr>
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<td><a href="@server@/" class="toollink"> KNB Home </a></td>
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<td><a href="@server@/data.html" class="toollink"> Data </a></td>
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<td><a href="@server@/people.html" class="toollink"> People </a></td>
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<td><a href="@server@/informatics" class="toollink"> Informatics </a></td>
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<td><a href="@server@/biodiversity" class="toollink"> Biocomplexity </a></td>
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<td><a href="@server@/education" class="toollink"> Education </a></td>
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<td><a href="@server@/software" class="toollink"> Software </a></td>
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</tr>
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</table>
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<hr>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p class="emphasis">***Disclaimer***</p></td>
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<tr>
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<td>
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<p class="emphasis">
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These installation instructions are meant for a systems administrator/DBA
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or someone who is an advanced computer user. They are NOT meant for
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the average computer user. Please realize that by executing these
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instructions, you may have to trouble shoot many advanced issues yourself.
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</td>
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</tr>
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p class="emphasis">The Table of Contents</p></td>
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<tr>
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<td>
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<ul>
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<li>
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<a HREF="metacatinstall.html#Operating System Specific Instructions">Operating System Specific Instructions</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Pre-Installation">Pre-Installation</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Aditional Software Setup">Aditional Software Setup</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Edit build.properties File">Edit <code>build.properties</code> File</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Compilation and Installation">Compilation and Installation</a>
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</li>
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</ul>
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</td>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p class="emphasis"><a name="Operating System Specific Instructions">Operating System Specific Instructions</p></td>
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<tr>
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<td>
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<p class="emphasis">
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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.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>
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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><a name="Pre-Installation">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><a name="Aditional Software Setup">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"><p><a name="Edit build.properties File">Edit <code>build.properties</code> File</p></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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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. The property values that you will likely need to change are described in
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detail in the following table:
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</p>
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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>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:
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<code>/usr/local/devtools/jakarta-tomcat</code>
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<br><br>Example:
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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:
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<code>/var/www/org.ecoinformatics.knb</code>
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<br><br>Example:
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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>tomcatversion</td>
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<td>The tomcatversion property is the version of Tomcat in which you
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want Metacat to run. This will determine the location of some
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jar files coming with Tomcat.
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<p>
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<em>Note: Tomcat 3 and 4 are no longer tested or supported by Metacat.
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Users are highly encouraged to upgrade to Tomcat 5.5.
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</em>
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</p>
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<p>
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<em>Also note: a property value of 'tomcat5' can be set when using
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either Tomcat 5.0 or Tomcat 5.5.
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</em>
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</p>
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</td>
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<td>Default:
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<code>tomcat5</code>
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<br><br>Other possible values (deprecated):
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<code>tomcat3 tomcat4</code>
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</td>
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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:
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<code>knb</code>
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<br><br>Example:
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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:
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<code>knb.ecoinformatics.org</code>
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<br><br>Example:
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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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|
326
|
<td>Default:
|
|
327
|
<code>80</code>
|
|
328
|
<br><br>Example:
|
|
329
|
<code>8080</code>
|
|
330
|
</td>
|
|
331
|
</tr>
|
|
332
|
<tr>
|
|
333
|
<td>config.port.https</td>
|
|
334
|
<td>The config.port.https property is the HTTP secure port number that is used to connect to Metacat,
|
|
335
|
generally when replicating documents to and from other Metacat servers.
|
|
336
|
If Tomcat is running stand-alone, the value will typically be 8443.</td>
|
|
337
|
<td>Default:
|
|
338
|
<code>443</code>
|
|
339
|
<br><br>Example:
|
|
340
|
<code>8443</code>
|
|
341
|
</td>
|
|
342
|
</tr>
|
|
343
|
<tr>
|
|
344
|
<td>ldapUrl</td>
|
|
345
|
<td>URL to the LDAP server. The LDAP server is used in the default
|
|
346
|
authentication module to authenticate and identify users of the
|
|
347
|
system. To participate in the KNB network, you should leave this at
|
|
348
|
the default. But it can be changed if you want to use a
|
|
349
|
different directory of users.
|
|
350
|
</td>
|
|
351
|
<td>Default:
|
|
352
|
<code>ldap://ldap.ecoinformatics.org/dc=ecoinformatics,dc=org</code>
|
|
353
|
</td>
|
|
354
|
</tr>
|
|
355
|
<tr>
|
|
356
|
<td>database</td>
|
|
357
|
<td>Select the database to use for metadata storage.
|
|
358
|
<p>
|
|
359
|
The build file is preconfigured to install Metacat either using
|
|
360
|
Oracle, PostgreSQL, or Microsoft SQL Server as a backend database.
|
|
361
|
To change the database system, simply change the value of the 'database'
|
|
362
|
property to be the name of the database target that you wish to use.
|
|
363
|
</p>
|
|
364
|
<p>
|
|
365
|
Valid values are <code>oracle</code>, <code>postgresql</code>, or
|
|
366
|
<code>sqlserver</code>. <em>Note that sqlserver support is minimal and
|
|
367
|
probably will not work without substantial changes on your part,
|
|
368
|
possibly including code changes. We have not recently tested on
|
|
369
|
sqlserver.</em>
|
|
370
|
</p>
|
|
371
|
</td>
|
|
372
|
<td>Default:
|
|
373
|
<code>postgresql</code>
|
|
374
|
<br><br>Other possible values:
|
|
375
|
<code>oracle</code>
|
|
376
|
<code>sqlserver</code>
|
|
377
|
</td>
|
|
378
|
</tr>
|
|
379
|
<tr>
|
|
380
|
<td>jdbc-connect</td>
|
|
381
|
<td>The JDBC connection string used to connect to the database.</td>
|
|
382
|
<td>Default:
|
|
383
|
<code>jdbc:postgresql://localhost/metacat</code>
|
|
384
|
<br><br>Example:
|
|
385
|
<code>jdbc:oracle:thin:@somehost.university.edu:1521:metacat</code>
|
|
386
|
</td>
|
|
387
|
<tr>
|
|
388
|
<td>jdbc-base</td>
|
|
389
|
<td>The base directory for locating JDBC jar files. When using the postgresql database, the default setting of './lib' can be used,
|
|
390
|
while oracle and sqlserver databases will require a different setting since these jar files are not included in the Metacat
|
|
391
|
distribution.</td>
|
|
392
|
<td>Default:
|
|
393
|
<code>./lib</code>
|
|
394
|
<br><br>Example:
|
|
395
|
<code>/usr/oracle/jdbc/lib</code><br>
|
|
396
|
</td>
|
|
397
|
</tr>
|
|
398
|
<tr>
|
|
399
|
<td>user</td>
|
|
400
|
<td>The database user name that you set up to use Metacat.</td>
|
|
401
|
<td>Default:
|
|
402
|
<code>metacat</code>
|
|
403
|
<br><br>Example:
|
|
404
|
<code>metacatuser</code>
|
|
405
|
</td>
|
|
406
|
</tr>
|
|
407
|
<tr>
|
|
408
|
<td>password</td>
|
|
409
|
<td>The database password that you set up to use Metacat.</td>
|
|
410
|
<td>Default:
|
|
411
|
<code>yourPasswordHere</code>
|
|
412
|
<br><br>Example:
|
|
413
|
<code>metacat123</code>
|
|
414
|
</td>
|
|
415
|
</tr>
|
|
416
|
<tr>
|
|
417
|
<td>datafilepath</td>
|
|
418
|
<td>The datafilepath is the directory to store data files.</td>
|
|
419
|
<td>Default:
|
|
420
|
<code>/var/metacat/data</code>
|
|
421
|
<br><br>Example:
|
|
422
|
<code>C:/Tomcat-5.5/data/metacat/data</code>
|
|
423
|
</td>
|
|
424
|
</tr>
|
|
425
|
<tr>
|
|
426
|
<td>inlinedatafilepath</td>
|
|
427
|
<td>The inlinedatafilepath is the directory to store inline data that
|
|
428
|
has been extracted from EML documents.</td>
|
|
429
|
<td>Default:
|
|
430
|
<code>/var/metacat/inline-data</code>
|
|
431
|
<br><br>Example:
|
|
432
|
<code>C:/Tomcat-5.5/data/metacat/inlinedata</code>
|
|
433
|
</td>
|
|
434
|
</tr>
|
|
435
|
<tr>
|
|
436
|
<td>default-style</td>
|
|
437
|
<td>The default-style parameter defines the "style-set" that is to be used
|
|
438
|
by default when the qformat parameter is missing or set to "html"
|
|
439
|
during a query. It is set to "default", which is one of the styles that
|
|
440
|
ships with the default metacat distribution. Other possible settings
|
|
441
|
are shown in the examples to the right.</td>
|
|
442
|
<td>Default:
|
|
443
|
<code>default</code>
|
|
444
|
<br><br>Examples:<code>esa kepler knb knb2 knp lter ltss nceas nrs obfs pisco specnet</code>
|
|
445
|
</td>
|
|
446
|
</tr>
|
|
447
|
<tr>
|
|
448
|
<td>administrators</td>
|
|
449
|
<td>The administrators parameter lists the accounts that are allowed to
|
|
450
|
perform administrative actions such as rebuilding indices for
|
|
451
|
documents. The list can contain more than one account separated
|
|
452
|
by colons.</td>
|
|
453
|
<td>Default:
|
|
454
|
<code>uid=jones,o=NCEAS,dc=ecoinformatics,dc=org</code>
|
|
455
|
<br><br>Examples:
|
|
456
|
<code>uid=localadmin,o=ucnrs.org</code>
|
|
457
|
</td>
|
|
458
|
</tr>
|
|
459
|
|
|
460
|
<!-- start lsid stuff -->
|
|
461
|
<tr>
|
|
462
|
<td>authority.context</td>
|
|
463
|
<td>This is the context for the (Life Sciences Identifier) LSID authority.
|
|
464
|
LSID support is an optional feature which can be configured to provide
|
|
465
|
metacat access to LSID clients. For more information on LSID's see <a href="http://wiki.gbif.org/guidwiki/wikka.php?wakka=LSID">TDWG
|
|
466
|
site</a>.</td>
|
|
467
|
<td>Default: <code>authority</code></td>
|
|
468
|
</tr>
|
|
469
|
<tr>
|
|
470
|
<td>config.lsidauthority</td>
|
|
471
|
<td>This is the name of the LSID authority that this metacat should use.
|
|
472
|
This authority needs to be defined as SRV record in a DNS.</td>
|
|
473
|
<td><p>Default: <code>ecoinformatics.org</code></p>
|
|
474
|
<p>Examples: <code>esa.org</code> or <code>sulphur.ecoinformatics.org</code></p></td>
|
|
475
|
</tr>
|
|
476
|
<tr>
|
|
477
|
<td>install.ecogrid</td>
|
|
478
|
<td>Enables EarthGrid web services. EarthGrid web services are disabled by default.
|
|
479
|
To enable EarthGrid web services (including query, put, authentication and
|
|
480
|
identifier interface), set this value to <code>true</code>, and also set the value
|
|
481
|
of the <em>metacat.dir</em> property as detailed below.</td>
|
|
482
|
<td>
|
|
483
|
Default: <code>false</code>
|
|
484
|
</td>
|
|
485
|
</tr>
|
|
486
|
<tr>
|
|
487
|
<td>metacat.dir</td>
|
|
488
|
<td>If the <em>install.ecogrid</em> property (see above) is set to <code>true</code>, this
|
|
489
|
property should be set to the absolute path of the top-level metacat directory.
|
|
490
|
If <em>install.ecogrid</em> is set to <code>false</code> (the default setting),
|
|
491
|
the value of <em>metacat.dir</em> is ignored.
|
|
492
|
</td>
|
|
493
|
<td>Default: <code>/home/tao/project/metacat</code></td>
|
|
494
|
</tr>
|
|
495
|
</table>
|
|
496
|
|
|
497
|
<br>
|
|
498
|
|
|
499
|
<p>
|
|
500
|
Other properties in <code>build.properties</code> that you can (but generally need not) change:
|
|
501
|
</p>
|
|
502
|
|
|
503
|
<table border="1">
|
|
504
|
<tr>
|
|
505
|
<td><b>Property</b></td>
|
|
506
|
<td><b>Description</b></td>
|
|
507
|
<td><b>Default value and examples of other values</b></td>
|
|
508
|
</tr>
|
|
509
|
<tr>
|
|
510
|
<td>server</td>
|
|
511
|
<td>The server property is the hostname and port number of the server that Metacat uses
|
|
512
|
for replicating documents to and from other Metacat servers, which should be with the secure (HTTPS) port.
|
|
513
|
Since this property is usually composed of the <code>config.hostname</code> and <code>config.port.https</code> properties (described above),
|
|
514
|
the default setting can be used in most cases.
|
|
515
|
</td>
|
|
516
|
<td>Default: <code>${config.hostname}:${config.port.https}</code></td>
|
|
517
|
</tr>
|
|
518
|
<tr>
|
|
519
|
<td>httpserver</td>
|
|
520
|
<td>httpserver is the plain HTTP address and port number that Metacat uses for purposes
|
|
521
|
other than replication. Since this property is usually composed of the <code>config.hosthame</code> and <code>config.port</code>
|
|
522
|
properties (described above), the default setting can be used in most cases.</td>
|
|
523
|
<td>Default: <code>${config.hostname}:${config.port}</code>
|
|
524
|
</td>
|
|
525
|
</tr>
|
|
526
|
<tr>
|
|
527
|
<td>http.protocol</td>
|
|
528
|
<td>http.protocol is the string used in the leading part of a URL to indicate use of the HTTP protocol.</td>
|
|
529
|
<td>Default: <code>http</code>
|
|
530
|
</td>
|
|
531
|
</tr>
|
|
532
|
<tr>
|
|
533
|
<td>config.metacatserver</td>
|
|
534
|
<td>The URL to the metacat server, composed in part from three other properties (http.protocol, httpserver, and metacat.context).</td>
|
|
535
|
<td>Default: <code>${http.protocol}://${httpserver}/${metacat.context}/metacat</code>
|
|
536
|
</td>
|
|
537
|
</tr>
|
|
538
|
<tr>
|
|
539
|
<td>inst.cgi.dir</td>
|
|
540
|
<td>Installation directory for registry CGI scripts</td>
|
|
541
|
<td>Default:
|
|
542
|
<code>/var/www/cgi-knb</code>
|
|
543
|
</td>
|
|
544
|
</tr>
|
|
545
|
<tr>
|
|
546
|
<td>cgi-prefix</td>
|
|
547
|
<td>The URL used for executing CGI scripts</td>
|
|
548
|
<td>Default:
|
|
549
|
<code>http://${httpserver}/cgi-bin</code>
|
|
550
|
</td>
|
|
551
|
</tr>
|
|
552
|
<tr>
|
|
553
|
<td>cvsroot</td>
|
|
554
|
<td>CVS access to retrieve latest EML. Only used by
|
|
555
|
developers in building the release.</td>
|
|
556
|
<td>Default:
|
|
557
|
<code><pre>:ext:${env.USER}@cvs.ecoinformatics.org:/cvs</pre></code>
|
|
558
|
Example:
|
|
559
|
<code><pre>:ext:myaccount@cvs.ecoinformatics.org:/cvs</pre></code>
|
|
560
|
</td>
|
|
561
|
</tr>
|
|
562
|
<tr>
|
|
563
|
<td>knb-site-url</td>
|
|
564
|
<td>This is the URL to the web context root for the knb site.
|
|
565
|
It is used for the qformat=knb skin only.</td>
|
|
566
|
<td>Default:
|
|
567
|
<code>http://knb.ecoinformatics.org</code>
|
|
568
|
</td>
|
|
569
|
</tr>
|
|
570
|
<tr>
|
|
571
|
<td>timedreplication</td>
|
|
572
|
<td>Determines whether timed replication to other metacat servers is being used.</td>
|
|
573
|
<td>Default:
|
|
574
|
<code>false</code>
|
|
575
|
<br><br>Other possible values:
|
|
576
|
<code>true</code>
|
|
577
|
</td>
|
|
578
|
</tr>
|
|
579
|
<tr>
|
|
580
|
<td>firsttimedreplication</td>
|
|
581
|
<td>The time for starting first timed replication if timedreplication is true.
|
|
582
|
(See comments in build.properties file for additional details.)</td>
|
|
583
|
<td>Default:
|
|
584
|
<code>10:00 PM</code>
|
|
585
|
<code> </code>
|
|
586
|
</td>
|
|
587
|
</tr>
|
|
588
|
<tr>
|
|
589
|
<td>timedreplicationinterval</td>
|
|
590
|
<td>The interval to next timed replication if timedreplication is true.
|
|
591
|
The value is in milliseconds and default value is 48 hours.</td>
|
|
592
|
<td>Default:
|
|
593
|
<code>172800000</code>
|
|
594
|
<code> </code>
|
|
595
|
</td>
|
|
596
|
</tr>
|
|
597
|
<tr>
|
|
598
|
<td>forcereplicationwaitingtime</td>
|
|
599
|
<td>The waiting time before replication is forced to begin after
|
|
600
|
uploading a package. The default value should usually suffice.</td>
|
|
601
|
<td>Default:
|
|
602
|
<code>30000</code>
|
|
603
|
<code> </code>
|
|
604
|
</td>
|
|
605
|
</tr>
|
|
606
|
<tr>
|
|
607
|
<td>log.dir</td>
|
|
608
|
<td>The directory where replication log files are to be written by Metacat.</td>
|
|
609
|
<td>Default: <code>${tomcat}/logs</code></td>
|
|
610
|
</tr>
|
|
611
|
<tr>
|
|
612
|
<td>moderators</td>
|
|
613
|
<td>Moderator accounts, in a colon-separated list. Specifies a list of special users who can review a general user's submission.
|
|
614
|
Moderators can approve, revise and reject the submission after reviewing. This property is only used in the ESA skin.</td>
|
|
615
|
<td>Default: <code>cn=knb-prod,o=NCEAS,dc=ecoinformatics,dc=org</code></td>
|
|
616
|
</tr>
|
|
617
|
<tr>
|
|
618
|
<td>allowedSubmitters</td>
|
|
619
|
<td>Specifies the list of users who should be allowed to submit documents.
|
|
620
|
If no value is specified (the default setting), all users will be allowed to submit documents.
|
|
621
|
</td>
|
|
622
|
<td>Default: (no value)</td>
|
|
623
|
</tr>
|
|
624
|
<tr>
|
|
625
|
<td>deniedSubmitters</td>
|
|
626
|
<td>Specify the list of users who should not be allowed to submit documents.
|
|
627
|
If no value is specified (the default setting), all users will be allowed to submit documents.</td>
|
|
628
|
<td>Default: (no value)</td>
|
|
629
|
</tr>
|
|
630
|
<tr>
|
|
631
|
<td>config.metadataLabelLsid</td>
|
|
632
|
<td> </td>
|
|
633
|
<td>Default: <code>${config.lsidauthority}</code></td>
|
|
634
|
</tr>
|
|
635
|
<tr>
|
|
636
|
<td>build.dir</td>
|
|
637
|
<td>The name of the subdirectory that is created when metacat is built by the 'ant' tool.</td>
|
|
638
|
<td>Default: <code>build</code></td>
|
|
639
|
</tr>
|
|
640
|
<tr>
|
|
641
|
<td>lsid.build.dir</td>
|
|
642
|
<td>The name of the subdirectory for building the LSID component of metacat.</td>
|
|
643
|
<td>Default: <code>${build.dir}/lsid</code></td>
|
|
644
|
</tr>
|
|
645
|
<tr>
|
|
646
|
<td>lib.dir</td>
|
|
647
|
<td>The name of the subdirectory where library (.jar) files and a number of other important files are located.</td>
|
|
648
|
<td>Default: <code>lib</code></td>
|
|
649
|
</tr>
|
|
650
|
<tr>
|
|
651
|
<td>lsid.lib.dir</td>
|
|
652
|
<td>The name of the subdirectory where LSID library (.jar) files are located.</td>
|
|
653
|
<td>Default: <code>${lib.dir}/lsid_lib</code></td>
|
|
654
|
</tr>
|
|
655
|
<tr>
|
|
656
|
<td>lsid.classes.dir</td>
|
|
657
|
<td>The relative path to the location of Java classes that support LSID.</td>
|
|
658
|
<td>Default: <code>edu/ucsb/nceas/metacat/lsid</code></td>
|
|
659
|
</tr>
|
|
660
|
<tr>
|
|
661
|
<td>conf.dir</td>
|
|
662
|
<td>The name of the directory where LSID configuration files are located.</td>
|
|
663
|
<td>Default: <code>lib/lsid_conf</code></td>
|
|
664
|
</tr>
|
|
665
|
<tr>
|
|
666
|
<td>services.dir</td>
|
|
667
|
<td>The name of the directory where LSID services configuration files are located.</td>
|
|
668
|
<td>Default: <code>${conf.dir}/services</code></td>
|
|
669
|
</tr>
|
|
670
|
<tr>
|
|
671
|
<td>webinf.dir</td>
|
|
672
|
<td>The name of the directory where additional LSID web services files are located.</td>
|
|
673
|
<td>Default: <code>${conf.dir}/WEB-INF</code></td>
|
|
674
|
</tr>
|
|
675
|
<tr>
|
|
676
|
<td>compile.debug</td>
|
|
677
|
<td>Indicates whether Java source should be compiled with debug information.</td>
|
|
678
|
<td>Default: <code>true</code></td>
|
|
679
|
</tr>
|
|
680
|
<tr>
|
|
681
|
<td>compile.deprecation</td>
|
|
682
|
<td>Indicates whether Java source should be compiled with deprecation information.</td>
|
|
683
|
<td>Default: <code>false</code></td>
|
|
684
|
</tr>
|
|
685
|
<tr>
|
|
686
|
<td>compile.optimize</td>
|
|
687
|
<td>Indicates whether Java source should be compiled with optimization.</td>
|
|
688
|
<td>Default: <code>true</code></td>
|
|
689
|
</tr>
|
|
690
|
<tr>
|
|
691
|
<td>indexPaths</td>
|
|
692
|
<td>The <em>indexPaths</em> property specifies a comma-separated (potentially long) list
|
|
693
|
of indexed paths that can be utilized to improve the
|
|
694
|
performance of metacat queries. Each component of the <em>indexPaths</em> property
|
|
695
|
should specify an absolute or relative path (using an XPath-like syntax) to an XML element or
|
|
696
|
attribute present in the XML documents being queried. Metacat stores XML
|
|
697
|
element and attribute values for indexed paths in a special database table
|
|
698
|
that optimizes search performance.
|
|
699
|
<p>Metacat queries allow you to specify (using the <pathexpr> tag in search query)
|
|
700
|
an exact path to which you want
|
|
701
|
to restrict the search. When the <pathexpr> path that is specified in the query
|
|
702
|
is a member of the <em>indexPaths</em> list, search results are returned faster
|
|
703
|
because metacat can conduct its search using the optimized database table.
|
|
704
|
<p>
|
|
705
|
The default value for the <em>indexPaths</em> property contains numerous paths to EML
|
|
706
|
elements and attributes that are commonly queried by metacat search tools.
|
|
707
|
For example, <em>keyword</em> is a
|
|
708
|
member of this list because it is common for search tools to query
|
|
709
|
the <em>keyword</em> field in EML documents. For most purposes, the default value will
|
|
710
|
optimize various types of searches on EML documents and need not be changed.
|
|
711
|
<p>
|
|
712
|
For more information about metacat queries,
|
|
713
|
see <a href="./metacatquery.html">Queries and Results</a>.
|
|
714
|
</td>
|
|
715
|
<td>Default: <code>organizationName,originator/individualName/surName,...</code></td>
|
|
716
|
</tr>
|
|
717
|
</table>
|
|
718
|
<p>
|
|
719
|
Metacat has a number of additional settable properties in file
|
|
720
|
<code>lib/metacat.properties</code>. Under most circumstances,
|
|
721
|
you will not need to modify this file because the properties of interest
|
|
722
|
to you can be controlled by editing <code>build.properties</code> as
|
|
723
|
described above. To learn more about Metacat's additional properties,
|
|
724
|
see <a href="./properties.html">Metacat Properties File</a>.
|
|
725
|
</p>
|
|
726
|
<p class="emphasis">
|
|
727
|
Note: When setting properties, DO NOT add a trailing slash [/] to the end of any paths that are specified.
|
|
728
|
Metacat will not function correctly if you do so.
|
|
729
|
</p>
|
|
730
|
|
|
731
|
</td>
|
|
732
|
</tr>
|
|
733
|
</table>
|
|
734
|
|
|
735
|
<table class="tabledefault" width="100%">
|
|
736
|
<td class="tablehead" colspan="2"><p><a name="Compilation and Installation"><h2>Compilation and Installation</h2></p></td>
|
|
737
|
<tr>
|
|
738
|
<td>
|
|
739
|
<a name="protocol"></a>
|
|
740
|
<p>
|
|
741
|
Ant allows compilation and installation to be done in one step.
|
|
742
|
Change into the metacat directory and type:
|
|
743
|
<pre><b>ant install</b></pre>
|
|
744
|
or, if you are upgrading an existing installation, type:
|
|
745
|
<pre><b>ant clean upgrade</b></pre>
|
|
746
|
<p>
|
|
747
|
You should see a bunch of messages telling you the progress of compilation
|
|
748
|
and installation. When it is done you should see the message
|
|
749
|
BUILD SUCCESSFUL
|
|
750
|
and you should be returned to a UNIX command prompt. If you do not see
|
|
751
|
the message BUILD SUCCESSFUL then there was an error that you need to
|
|
752
|
resolve.
|
|
753
|
This may come up if you are logged in as a user that does not have write
|
|
754
|
access to one or more of the directories that are listed in the build.xml
|
|
755
|
file, or if any of the paths to files are not configured correctly in the
|
|
756
|
"config" target.
|
|
757
|
</p>
|
|
758
|
<p>
|
|
759
|
Note: The 'data' directories that are indicated in the 'datafilepath' and
|
|
760
|
'inlinedatafilepath' build properties must be writeable
|
|
761
|
by user account under which Tomcat runs or you will not be able to upload
|
|
762
|
data files to the system.
|
|
763
|
</p>
|
|
764
|
|
|
765
|
<p class="header">To install metacat LSID support, adjust the LSID-related
|
|
766
|
properties in the build.properties files and type:
|
|
767
|
<p class="header"><b>ant deploy-lsid</b>
|
|
768
|
<p class="header">
|
|
769
|
<h2>SQL Scripts</h2></p>
|
|
770
|
<p>
|
|
771
|
You now need to set up the table structure in your database. You can do
|
|
772
|
either do this using the ant build system, or by manually running the
|
|
773
|
scripts using a sql utility.
|
|
774
|
</p>
|
|
775
|
<p><b>WARNING: Do NOT run this on an existing metacat installation as it
|
|
776
|
will delete all of your data. If you have an existing metacat installation,
|
|
777
|
see the instructions for "Upgrading" below.</b></p>
|
|
778
|
|
|
779
|
<p>To run the scripts using ant, type <code>ant installdb</code>. This does
|
|
780
|
not work for postgres, so you'll need to run the xmltables-postgres.sql script
|
|
781
|
manually (see next paragraph).
|
|
782
|
</p>
|
|
783
|
<p>To run the scripts manually, change to the
|
|
784
|
metacat/build/src directory. Then run you RDBMS's SQL utility. In Oracle it is
|
|
785
|
SQLPlus. This tutorial assumes an Oracle database so this example is for
|
|
786
|
SQLPlus. Login as the oracle user that was set up for use with Metacat.
|
|
787
|
At the SQLPlus prompt type the following: <pre><b>@xmltables.sql;</b></pre>
|
|
788
|
For postgres, use a command like:
|
|
789
|
<code>psql -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat</code>
|
|
790
|
</p>
|
|
791
|
<p>Either way,
|
|
792
|
you should see a bunch of output showing the creation of the Metacat table
|
|
793
|
space. The first time you run this script you will get several errors at the
|
|
794
|
beginning saying that you cannot drop a table/index/trigger because it
|
|
795
|
does not exist. This is normal. Any other errors besides this need to be
|
|
796
|
resolved before continuing. The script file name for PostgreSQL is
|
|
797
|
xmltables-postgres.sql and for Microsoft SQL server is
|
|
798
|
xmltables-sqlserver.sql.
|
|
799
|
</p>
|
|
800
|
<p>
|
|
801
|
If the script has run correctly you should be able to type
|
|
802
|
<pre>describe xml_documents</pre> and it should show:
|
|
803
|
<pre>
|
|
804
|
Name Null? Type
|
|
805
|
-------------- ------------ ----------------
|
|
806
|
DOCID NOT NULL VARCHAR2(250)
|
|
807
|
ROOTNODEID NUMBER(20)
|
|
808
|
DOCNAME VARCHAR2(100)
|
|
809
|
DOCTYPE VARCHAR2(100)
|
|
810
|
DOCTITLE VARCHAR2(1000)
|
|
811
|
USER_OWNER VARCHAR2(100)
|
|
812
|
USER_UPDATED VARCHAR2(100)
|
|
813
|
SERVER_LOCATION NUMBER(20)
|
|
814
|
REV NUMBER(10)
|
|
815
|
DATE_CREATED DATE
|
|
816
|
DATE_UPDATED DATE
|
|
817
|
PUBLIC_ACCESS NUMBER(1)
|
|
818
|
UPDATED NUMBER(1)
|
|
819
|
</pre>
|
|
820
|
</p>
|
|
821
|
<p class="header"><h2>Registering schemas and DTDs</h2></p>
|
|
822
|
<p>Once the tables have been created, you should also register the Ecological
|
|
823
|
Metadata Language (EML) DTDs and schemas. <b>However, note that you should
|
|
824
|
NOT do this if you are upgrading an existing installation -- the upgrade
|
|
825
|
scripts take care of it for you (see the next section).</b> If you are
|
|
826
|
installing new, you can register the schema documents by running:</p>
|
|
827
|
<pre><b>ant register-schemas</b></pre>
|
|
828
|
<p>This command registers the EML DTDs' and schemas' location in the
|
|
829
|
metacat server. Your database username and password have to be set correctly
|
|
830
|
for this to work. Also, if for some reason running this script from ant
|
|
831
|
does not work, you could instead try running "build/src/loaddtdschema.sql"
|
|
832
|
from your sql utility (but be sure to use the version in the 'build' directory
|
|
833
|
that has been customized for your installation).
|
|
834
|
</p>
|
|
835
|
<p class="header"><h2>Upgrading SQL Scripts</h2></p>
|
|
836
|
<p>
|
|
837
|
If you have an existing metacat installation, you should not run the install
|
|
838
|
script because it will replace all of the older tables with new, empty
|
|
839
|
copies of the tables. Thus you would lose your data! Instead, you can
|
|
840
|
run some upgrade scripts that will change the table structure as needed for
|
|
841
|
the new version. If you are skipping versions, run each upgrade script
|
|
842
|
for the intermediate versions as well. Currently the upgrade scripts are:
|
|
843
|
</p>
|
|
844
|
<ul>
|
|
845
|
<li>build/src/upgrade-db-to-1.2.sql</li>
|
|
846
|
<li>build/src/upgrade-db-to-1.3.sql</li>
|
|
847
|
<li>build/src/upgrade-db-to-1.4.sql</li>
|
|
848
|
<li>build/src/upgrade-db-to-1.5.sql</li>
|
|
849
|
<li>build/src/upgrade-db-to-1.6.sql</li>
|
|
850
|
<li>build/src/upgrade-db-to-1.7.sql</li>
|
|
851
|
<li>build/src/upgrade-db-to-1.7.1.sql</li>
|
|
852
|
</ul>
|
|
853
|
<p>
|
|
854
|
For example, if you had an existing metacat 1.4 installation and you were upgrading
|
|
855
|
to metacat 1.7, you would need to run three scripts in sequence:
|
|
856
|
upgrade-db-to-1.5.sql, upgrade-db-to-1.6.sql, and upgrade-db-to-1.7.sql.
|
|
857
|
However, if you were starting from a Metacat 1.6
|
|
858
|
installation, you would only need to run the upgrade-db-to-1.7.sql script.
|
|
859
|
<em>Be sure to use the version of the scripts from the 'build/src' directory: they
|
|
860
|
are customized for your installation in that directory.</em>
|
|
861
|
</p>
|
|
862
|
</p>
|
|
863
|
<h2>Restart Tomcat</h2>
|
|
864
|
<p>
|
|
865
|
Once you have successfully installed Metacat, there is one more step. Tomcat
|
|
866
|
(and Apache if you have Tomcat integrated with it) must be restarted. To do
|
|
867
|
this, login as the user that runs your tomcat server (often "tomcat"),
|
|
868
|
go to $CATALINA_HOME/bin and type:
|
|
869
|
<pre>
|
|
870
|
./shutdown.sh
|
|
871
|
./startup.sh
|
|
872
|
</pre>
|
|
873
|
In the Tomcat startup messages you should see something in the log file like:
|
|
874
|
<pre>
|
|
875
|
Metacat: [WARN]: Metacat (1.7.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]
|
|
876
|
</pre>
|
|
877
|
If you see that message Tomcat is successfully loading the Metacat servlet.
|
|
878
|
Next, try to run your new servlet. Go to a web browser and type:
|
|
879
|
<pre>http://yourserver.yourdomain.com/yourcontext/</pre>
|
|
880
|
You should substitute your context name for "yourcontext" in the url above.
|
|
881
|
If everything is working correctly, you should see a query page followed
|
|
882
|
by an empty result set. Note that if you do not have Tomcat integrated with
|
|
883
|
Apache you will probably have to type
|
|
884
|
<pre>http://yourserver.yourdomain.com:8080/yourcontext/</pre>
|
|
885
|
</p>
|
|
886
|
<p><b>Troubleshooting</b>: If you see something like java.lang.InternalError:
|
|
887
|
Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.
|
|
888
|
<p>You should add this line:
|
|
889
|
<b>JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</b> at the first line of
|
|
890
|
catalina.sh file in tomcat bin directory. The reason is that GeoServer uses X11 windows to draw graphics.
|
|
891
|
</p>
|
|
892
|
|
|
893
|
<h2>Deploy wsdl file (Only for EarthGrid-enabled Metacat installation) </h2>
|
|
894
|
<p>
|
|
895
|
Once Tomcat is running successfully, there is another step for EarthGrid-enabled Metacat installation.
|
|
896
|
In metacat directory, type:
|
|
897
|
<pre><b>ant deploy-ecogrid</b></pre>
|
|
898
|
It will generate wsdl files for EarthGrid services.
|
|
899
|
</p>
|
|
900
|
|
|
901
|
</td>
|
|
902
|
</tr>
|
|
903
|
</table>
|
|
904
|
|
|
905
|
</body>
|
|
906
|
</html>
|
