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<!--
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* '$RCSfile$'
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* Purpose: web page describing the installation of Metacat
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* Copyright: 2000 Regents of the University of California and the
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* National Center for Ecological Analysis and Synthesis
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* Authors: Chad Berkley
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*
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* '$Author$'
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* '$Date$'
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* '$Revision$'
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*
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*
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-->
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<!DOCTYPE html PUBLIC "-//W3C//DTD html 4.0//EN">
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<html>
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<head>
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<title>Metacat Installation Instructions</title>
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<link rel="stylesheet" type="text/css" href="./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="./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="/" class="toollink"> KNB Home </a></td>
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<td><a href="/data.html" class="toollink"> Data </a></td>
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<td><a href="/people.html" class="toollink"> People </a></td>
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<td><a href="/informatics" class="toollink"> Informatics </a></td>
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<td><a href="/biodiversity" class="toollink"> Biocomplexity </a></td>
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<td><a href="/education" class="toollink"> Education </a></td>
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<td><a href="/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"><h2>***Disclaimer***</h2></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><a name="The Table of Contents"><h2>The Table of Contents</h2></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#Additional Software Setup">Additional Software Setup</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Installing Metacat">Installing Metacat</a>
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</li>
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<li>
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<a HREF="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
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</li>
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<li>
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<a href="metacatinstall.html#Registry">Registry</a>
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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><a name="Operating System Specific Instructions"><h2>Operating System Specific Instructions</h2></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"><h2>Pre-Installation</h2></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="Additional Software Setup"><h2>Aditional Software Setup</h2></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 may 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="Installing Metacat"><h2>Installing Metacat</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>This section is only for a fresh installation. If you are upgrading an existing Metacat, please skip
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this section and go to the next one - <a HREF="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
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<h3>Download Metacat application</h3>
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<p>First <a href="/software/download.html">download metacat-1.9.0.tar.gz</a> from this site.</p><br>
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<p>Extract the contents of the tar file in Linux/Mac by typing: </p>
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<pre>
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<b>
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tar-xvzf metacat-1.9.0.tar.gz
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</b>
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</pre>
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<h3>Copy war file to Tomcat application directory</h3>
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<p>Copy knb.war to $CATALINA_HOME/webapps</p>
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<p>If desired, you can rename the war file to <yourcontext>.war</p>
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<h3>Create Metacat directory</h3>
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<p>Create the Metacat storage directory:</p>
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<pre>
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<b>
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mkdir /var/metacat
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</b>
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</pre>
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<p>Change the ownership of the Metacat storage directory to be the user that runs Tomcat:
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<pre>
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<b>
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chown tomcat:tomcat /var/metacat
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</b>
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</pre></p>
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<h3>Restart Tomcat</h3>
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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"),
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go to $CATALINA_HOME/bin and type:
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<pre>
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<b>
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./shutdown.sh
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./startup.sh
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</b>
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</pre>
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In the Tomcat startup messages you should see something in the log file like:
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<pre>
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Metacat: [WARN]: Metacat (1.8.1) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]
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</pre>
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If you see that message Tomcat is successfully loading the Metacat servlet.
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Next, try to run your new servlet. Go to a web browser and type:
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<pre>
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http://yourserver.yourdomain.com/yourcontext/
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</pre>
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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 Metacat configuration screen. 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>
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http://yourserver.yourdomain.com:8080/yourcontext/
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</pre>
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</p>
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| 289 |
|
|
<p><b>Troubleshooting</b>: If you see something like java.lang.InternalError:
|
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|
|
Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.
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| 291 |
|
|
<p>You should add this line:
|
| 292 |
|
|
<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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| 294 |
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</p>
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|
|
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<h3>Configure Metacat</h3>
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<p>
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Once you see the Metacat configuration screen, you can follow the instructions in the
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|
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<a href="./metacatconfigure.html"> Configuring Metacat Section</a>
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| 300 |
|
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to complete the internal configuration of Metacat.
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| 301 |
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</p>
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| 302 |
|
|
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<h3>Deploy wsdl file (Only for EarthGrid-enabled Metacat installation) </h3>
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| 304 |
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<p>
|
| 305 |
|
|
Once Tomcat is running successfully, there is another step for EarthGrid-enabled Metacat installation.
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|
|
In metacat directory, type:
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|
|
<pre><b>ant deploy-ecogrid</b></pre>
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|
|
It will generate wsdl files for EarthGrid services.
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| 309 |
|
|
</p>
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| 310 |
|
|
|
| 311 |
|
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</td>
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| 312 |
|
|
</tr>
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| 313 |
|
|
</table>
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| 314 |
|
|
|
| 315 |
|
|
<table class="tabledefault" width="100%">
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| 316 |
|
|
<td class="tablehead" colspan="2"><p><a name="Upgrade"><h2>Compilation and Upgrading Existing Metacat</h2></p></td>
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| 317 |
|
|
<tr>
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| 318 |
|
|
<td>
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| 319 |
|
|
<a name="protocol"></a>
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| 320 |
|
|
<p>The following instructions are for upgrading an existing Metacat.
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<p><h3>Stop the running Metacat</h3>
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<P>To do this, login as the user that runs your tomcat server (often "tomcat"),
|
| 323 |
|
|
go to $CATALINA_HOME/bin and type:
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| 324 |
|
|
<pre><b>./shutdown.sh</b> </pre>
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| 325 |
|
|
<p>
|
| 326 |
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<h3>Run Ant Build</h3>
|
| 327 |
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<p>
|
| 328 |
|
|
Ant allows compilation and upgrading to be done in one step.
|
| 329 |
|
|
Change into the metacat directory and type:
|
| 330 |
|
|
<pre><b>ant clean upgrade</b></pre>
|
| 331 |
|
|
<p>
|
| 332 |
|
|
You should see a bunch of messages telling you the progress of compilation
|
| 333 |
|
|
and installation. When it is done you should see the message
|
| 334 |
|
|
BUILD SUCCESSFUL
|
| 335 |
|
|
and you should be returned to a UNIX command prompt. If you do not see
|
| 336 |
|
|
the message BUILD SUCCESSFUL then there was an error that you need to
|
| 337 |
|
|
resolve.
|
| 338 |
|
|
This may come up if you are logged in as a user that does not have write
|
| 339 |
|
|
access to one or more of the directories that are listed in the build.xml
|
| 340 |
|
|
file, or if any of the paths to files are not configured correctly in the
|
| 341 |
|
|
"config" target.
|
| 342 |
|
|
</p>
|
| 343 |
|
|
<p>
|
| 344 |
|
|
Note: The 'data' directories that are indicated in the 'datafilepath' and
|
| 345 |
|
|
'inlinedatafilepath' build properties must be writable
|
| 346 |
|
|
by user account under which Tomcat runs or you will not be able to upload
|
| 347 |
|
|
data files to the system.
|
| 348 |
|
|
</p>
|
| 349 |
|
|
|
| 350 |
|
|
<p class="header">To install metacat LSID support, adjust the LSID-related
|
| 351 |
|
|
properties in the build.properties files and type:
|
| 352 |
|
|
<p class="header"><b>ant deploy-lsid</b>
|
| 353 |
|
|
|
| 354 |
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<p><h3>Upgrade SQL Scripts</h3></p>
|
| 355 |
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|
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<P>Note: there is no SQL script that needs to be run when user upgrades the Metacat
|
| 356 |
|
|
from 1.8.0 to 1.8.1 release.</p>
|
| 357 |
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|
<p>
|
| 358 |
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|
jones
|
If you have an existing metacat installation, you should not run the install
|
| 359 |
|
|
script because it will replace all of the older tables with new, empty
|
| 360 |
|
|
copies of the tables. Thus you would lose your data! Instead, you can
|
| 361 |
|
|
run some upgrade scripts that will change the table structure as needed for
|
| 362 |
|
|
the new version. If you are skipping versions, run each upgrade script
|
| 363 |
|
|
for the intermediate versions as well. Currently the upgrade scripts are:
|
| 364 |
|
|
</p>
|
| 365 |
|
|
<ul>
|
| 366 |
2324
|
jones
|
<li>build/src/upgrade-db-to-1.2.sql</li>
|
| 367 |
|
|
<li>build/src/upgrade-db-to-1.3.sql</li>
|
| 368 |
|
|
<li>build/src/upgrade-db-to-1.4.sql</li>
|
| 369 |
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|
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|
<li>build/src/upgrade-db-to-1.5.sql</li>
|
| 370 |
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|
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|
<li>build/src/upgrade-db-to-1.6.sql</li>
|
| 371 |
|
|
<li>build/src/upgrade-db-to-1.7.sql</li>
|
| 372 |
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|
costa
|
<li>build/src/upgrade-db-to-1.8.sql</li>
|
| 373 |
1827
|
jones
|
</ul>
|
| 374 |
|
|
<p>
|
| 375 |
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|
costa
|
For example, if you had an existing metacat 1.5 installation and you were upgrading
|
| 376 |
|
|
to metacat 1.8, you would need to run three scripts in sequence:
|
| 377 |
|
|
upgrade-db-to-1.6.sql, upgrade-db-to-1.7.sql, and upgrade-db-to-1.8.sql.
|
| 378 |
|
|
However, if you were starting from a Metacat 1.7
|
| 379 |
|
|
installation, you would only need to run the upgrade-db-to-1.8.sql script.
|
| 380 |
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|
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|
<em>Be sure to use the version of the scripts from the 'build/src' directory: they
|
| 381 |
|
|
are customized for your installation in that directory.</em>
|
| 382 |
1827
|
jones
|
</p>
|
| 383 |
3649
|
barseghian
|
<p>
|
| 384 |
|
|
Ant targets exist to do the upgrades, so you can also do the above described upgrade by running:<br />
|
| 385 |
|
|
</p>
|
| 386 |
|
|
<p>
|
| 387 |
|
|
<strong>ant upgrade16</strong><br />
|
| 388 |
|
|
<strong>ant upgrade17</strong><br />
|
| 389 |
|
|
<strong>ant upgrade18</strong><br />
|
| 390 |
|
|
</p>
|
| 391 |
|
|
|
| 392 |
1827
|
jones
|
</p>
|
| 393 |
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|
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|
<h3>Restart Tomcat</h3>
|
| 394 |
990
|
tao
|
<p>
|
| 395 |
878
|
berkley
|
Once you have successfully installed Metacat, there is one more step. Tomcat
|
| 396 |
|
|
(and Apache if you have Tomcat integrated with it) must be restarted. To do
|
| 397 |
1770
|
tao
|
this, login as the user that runs your tomcat server (often "tomcat"),
|
| 398 |
|
|
go to $CATALINA_HOME/bin and type:
|
| 399 |
878
|
berkley
|
<pre>
|
| 400 |
3593
|
tao
|
<b>
|
| 401 |
|
|
./startup.sh
|
| 402 |
|
|
</b>
|
| 403 |
878
|
berkley
|
</pre>
|
| 404 |
3545
|
barseghian
|
In the Tomcat startup messages you should see something in the log file like:
|
| 405 |
878
|
berkley
|
<pre>
|
| 406 |
3627
|
costa
|
Metacat: [WARN]: Metacat (1.8.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]
|
| 407 |
878
|
berkley
|
</pre>
|
| 408 |
|
|
If you see that message Tomcat is successfully loading the Metacat servlet.
|
| 409 |
|
|
Next, try to run your new servlet. Go to a web browser and type:
|
| 410 |
932
|
jones
|
<pre>http://yourserver.yourdomain.com/yourcontext/</pre>
|
| 411 |
|
|
You should substitute your context name for "yourcontext" in the url above.
|
| 412 |
878
|
berkley
|
If everything is working correctly, you should see a query page followed
|
| 413 |
880
|
jones
|
by an empty result set. Note that if you do not have Tomcat integrated with
|
| 414 |
878
|
berkley
|
Apache you will probably have to type
|
| 415 |
932
|
jones
|
<pre>http://yourserver.yourdomain.com:8080/yourcontext/</pre>
|
| 416 |
878
|
berkley
|
</p>
|
| 417 |
3164
|
tao
|
<p><b>Troubleshooting</b>: If you see something like java.lang.InternalError:
|
| 418 |
|
|
Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.
|
| 419 |
|
|
<p>You should add this line:
|
| 420 |
|
|
<b>JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</b> at the first line of
|
| 421 |
3214
|
costa
|
catalina.sh file in tomcat bin directory. The reason is that GeoServer uses X11 windows to draw graphics.
|
| 422 |
3164
|
tao
|
</p>
|
| 423 |
3520
|
tao
|
|
| 424 |
3594
|
tao
|
<h3>Deploy wsdl file (Only for EarthGrid-enabled Metacat installation) </h3>
|
| 425 |
3520
|
tao
|
<p>
|
| 426 |
|
|
Once Tomcat is running successfully, there is another step for EarthGrid-enabled Metacat installation.
|
| 427 |
|
|
In metacat directory, type:
|
| 428 |
|
|
<pre><b>ant deploy-ecogrid</b></pre>
|
| 429 |
|
|
It will generate wsdl files for EarthGrid services.
|
| 430 |
|
|
</p>
|
| 431 |
3066
|
perry
|
|
| 432 |
878
|
berkley
|
</td>
|
| 433 |
|
|
</tr>
|
| 434 |
|
|
</table>
|
| 435 |
|
|
|
| 436 |
3992
|
tao
|
<table class="tabledefault" width="100%">
|
| 437 |
|
|
<td class="tablehead" colspan="2"><a name="Registry"><h2>Web-based Registry for Metacat</h2></td>
|
| 438 |
|
|
<tr>
|
| 439 |
|
|
<td>
|
| 440 |
|
|
<p>The registry allows users to upload simple metadata documents directly from the web. See the separate
|
| 441 |
|
|
<a href="registry_installation.html">Registry Installation Guide</a>.</p><br /><br />
|
| 442 |
|
|
</td>
|
| 443 |
878
|
berkley
|
</body>
|
| 444 |
|
|
</html>
|