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<title>Metacat Install - Registry</title>
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<td colspan="7">
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<div class="title">
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Metacat Installation - Registry
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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 class="tablehead" colspan="2">
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<p class="emphasis">Installing the Metacat Registry</p>
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</td>
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</tr>
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<tr>
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<td>Author: Shaun Walbridge<br />
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Date: 06/06/2008<br /></td>
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</tr>
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</table>
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<h1 id="registry-installation">Registry Installation</h1>
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<h2 id="whats-it-for">What's it for?</h2>
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<p>The Metacat Registry provides an easy mechanism to create and
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edit simple EML metadata documents, and accounts for your Metacat
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users. It is an optional component of Metacat, but is useful when
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you need very low barriers to creating simple EML, or have users
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unable to use Morpho. The LDAP account management interface is
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useful if you are authenticating users against LDAP, and need to
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provide a basic mechanism for managing user accounts.</p>
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<h2 id="installation-instructions">Installation Instructions</h2>
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<p>The Registry can be installed on any machine Metacat runs on,
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but does require additional legwork to get it installed. It
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requires that Metacat is set deployed behind Apache, as our
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recommended installation platform, and the instructions assume
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Apache is already installed and working correctly.</p>
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<h2 id="steps">Steps</h2>
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<ol class="decimal">
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<li>
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<p>Download and extract the Metacat release:</p>
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<pre>
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<code>mkdir metacat && cd metacat
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wget http://knb.ecoinformatics.org/software/dist/metacat-src-1.8.0.zip
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unzip metacat-src-1.8.0.zip
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cd metacat-1.8.0
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export METACAT=`pwd`
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</code>
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</pre>
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</li>
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<li>
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<p>Build the Metacat Perl client library:</p>
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<pre>
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<code>cd $METACAT/src/perl/Metacat
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perl Makefile.PL
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make
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sudo make install
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</code>
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</pre>
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</li>
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<li>
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<p>Install the system libraries needed. On Redhat:</p>
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<pre>
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<code>sudo yum install gcc libxml2-devel libxslt-devel ant -y
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</code>
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</pre>
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<p>On Debian:
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<pre><code>
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sudo apt-get install ant libappconfig-perl libxml-libxml-perl libxml-libxslt-perl libtemplate-perl \
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libcgi-session-perl libdigest-sha1-perl libnet-ldap-perl libterm-readkey-perl libxml-dom-perl libsoap-lite-perl -y
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</code></pre>
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You will need to install one package using cpan
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<pre><code> sudo cpan -i Config::Properties</code></pre>
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Now, skip ahead to step 7. Debian users can avoid using CPAN, as apt-get installs the software they need.<br><br>
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</p>
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</li>
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<li>
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<p>Install CPAN, which allows us to install the Perl
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dependencies for the registry and account management parts of
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Metacat. If asked to manually configure cpan, type 'no' and
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CPAN will be setup with its default values.</p>
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<pre>
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<code>sudo yum install perl-CPAN
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sudo cpan
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</code>
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</pre>
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<p>You should now see a prompt which looks like:</p>
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<pre>
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<code>cpan>
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</code>
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</pre>
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<p>The rest of the commands will assume you're inside of
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CPAN. Let's get the most recent version of the CPAN software.
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Just press return after any prompts you recieve during this
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process.</p>
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<pre>
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<code>install Bundle::CPAN
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reload cpan`
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</code>
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</pre>
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</li>
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<li>
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<p>Install the required modules. Here we're installing an old
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LibXSLT, as the current one requires a newer libxslt than is
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available on Redhat 4 & 5. Again, just answer 'yes' to
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any questions.</p>
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<pre>
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<code>install AutoLoader
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install CGI
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install CGI::SEssion
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install LWP::UserAgent
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install Net::LDAP
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install Template
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install URI
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install MSERGEANT/XML-LibXSLT-1.58.tar.gz
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</code>
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</pre>
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</li>
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<li>
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<p>As part of the Metacat setup, a property called
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'inst.cgi.dir' is set, which controls the location the perl
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scripts will be installed into, with a default of
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'/var/www/cgi-knb'. To install the registry and the account
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manager to this folder we'll run ant:</p>
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<pre>
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<code>cd $METACAT
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sudo ant install-registry
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sudo ant insall-ldap
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</code>
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</pre>
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</li>
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<li>
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<p>A registry instance can support one or more skins. Skins
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provide a mechanism for giving a custom look to your Metacat
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installation, but require integration work to initially
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create. For this example, we'll use the <code>nceas</code>
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skin provided with Metacat. First, we'll want to install the
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skin:</p>
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<pre>
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<code>sudo ant install-skin
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</code>
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</pre>
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<p>When prompted, type <code>nceas</code>.</p>
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</li>
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<li>
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<p>Metacat uses the 'application.tempDir' property from
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metacat.properties to set a temporary
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space to store uploaded files. If you'd like your registry to
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allow file uploads, we'll need to make sure Apache can write
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to it. The apache user varies from machine to machine, but
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typically it will be either <code>www-data</code> or
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<code>apache</code>. Once finding your appropriate apache
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user, we'll want to change ownership of a few files, here
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using the user <code>apache</code>:</p>
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<pre>
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<code>sudo chown apache /tmp/knb
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</code>
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</pre>
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<p>Each skin has a 'lastid' file, which controls which the
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accession numbers metacat generates. As with the temporary
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folder, we'll want the registry to be able to write to this
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file, replacing the skin name with the skin you're planning
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on using:</p>
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<pre>
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<code>sudo touch /var/www/org.ecoinformatics.knb/knb/style/skins/nceas/nceas.lastid
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sudo chown apache /var/www/org.ecoinformatics.knb/knb/style/skins/nceas/nceas.lastid
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</code>
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</pre>
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<p>You'll need to have one lastid file for each skin your
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site will support.</p>
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</li>
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<li>
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<p>Configure Apache to serve up the pages we've just
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configured. In your httpd.conf or equivalent, add:</p>
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<pre>
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<code>ScriptAlias /cgi-bin/ "/var/www/cgi-knb/"
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<Directory "/var/www/cgi-knb">
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AllowOverride None
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Options ExecCGI
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Order allow,deny
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Allow from all
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</Directory>`
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</code>
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</pre>
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<p>Then reload Apache:</p>
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<pre>
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<code>/etc/init.d/httpd reload
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</code>
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</pre>
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</li>
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<li>
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<p>Change owner and access permission of some credential files:</p>
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<pre>
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<code>cd /webapps/knb/style/skins/</code>
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<code>find . -name "*.cfg" -exec chmod 600 {} \;</code>
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<code>find . -name "*.cfg" -exec chown apache {} \;</code>
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</pre>
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<p>Note: "/webapps/knb" is subject to change base on your configuration.</p>
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<p> "apache" user is the one who runs httpd server.</p
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<p>Those commands will make the files which contain credentials are not accessible
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from web browsers. </p>
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</li>
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<li>
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<p>Now visit the resulting URL:</p>
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<pre>
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<code>http://localhost/cgi-bin/register-dataset.cgi?cfg=nceas
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</code>
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</pre>
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<p>If everything worked correctly, you should see a page like
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this: <img src="images/registry-login.jpg" alt=
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"Registry Login Page" /></p>
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</li>
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</ol>
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<h2 id="installing-the-nceas-registry">Installing the NCEAS
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Registry</h2>
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<p>These are special instructions required for the NCEAS skin to
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get a current projects list from the AdminDB, and can safely be
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ignored in all other uses.</p>
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<ol class="decimal">
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<li>
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<p>Download and install the Oracle Instant Client RPMs. These
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can be obtained from the <a href=
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"http://www.oracle.com/technology/software/tech/oci/instantclient/htdocs/linuxsoft.html">
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oracle website</a>.</p>
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<pre>
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<code>rpm -i oracle-instantclient-basic-10.2.0.3-1.i386.rpm
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rpm -i oracle-instantclient-devel-10.2.0.3-1.i386.rpm
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rpm -i oracle-instantclient-sqlplus-10.2.0.3-1.i386.rpm
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</code>
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</pre>
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</li>
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<li>
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<p>Next, we'll need an <code>tnsnames.ora</code> file for
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Oracle to locate the server we're connecting to. In this
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example, we'll copy it from a remote location:</p>
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<pre>
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<code>mkdir -p /usr/lib/oracle/10.2.0.3/network/admin/ && cd !$
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scp walbridge@knb.ecoinformatics.org:/usr/lib/oracle/10.1.0.4/network/admin/tnsnames.ora .
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</code>
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</pre>
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</li>
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<li>
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<p>The AdminDB is accessed via Perl, so install the needed
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Oracle driver using CPAN:</p>
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<pre>
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<code>cpan
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install DBI
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install DBD::Oracle
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</code>
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</pre>
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</li>
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<li>
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<p>Now we can install the AdminDB module itself:</p>
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<pre>
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<code>mkdir -p ~/projects/admindb && cd !$
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export CVSROOT=:ext:walbridge@cvs.nceas.ucsb.edu:/cvsnceas
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cvs co admindb
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cd admindb/perl/NCEAS/AdminDB
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perl Makefile.PL
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make
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sudo make install
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</code>
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</pre>
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</li>
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<li>
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<p>Finally, set the correct properties in the
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<code>nceas.cfg</code> file:</p>
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<pre>
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<code>nceas_db = //hyperion.nceas.ucsb.edu:1521/nceasp.nceas.ucsb.edu
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nceas_db_user = admowner
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nceas_db_password = NCEAS_DB_READ_PASSWORD_HERE
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</code>
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</pre>
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</li>
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<li>
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<p>A quick check of <code>register-dataset.cgi</code> should
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now show a complete list of projects: <img src=
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"images/registry-nceas-projects.png" alt=
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"NCEAS Project list" /></p>
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</li>
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</ol>
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<h2 id="notes">Notes</h2>
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<p>Redhat based, tested on Centos 5</p>
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<p>Debian based, tested on Ubuntu 8.04</p>
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</body>
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</html>
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