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<title>Metacat Installation Instructions</title>
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<link rel="stylesheet" type="text/css" href="./common.css">
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<td class="tablehead" colspan="2"><p class="emphasis"><h2>***Disclaimer***</h2></p></td>
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<div class="header1"><p class="emphasis">***Disclaimer***</p></div>
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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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</p>
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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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<ul>
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<a HREF="metacatinstall.html#Operating System Specific Instructions">Operating System Specific Instructions</a>
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<a HREF="metacatinstall.html#Pre-Installation">Pre-Installation</a>
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<a HREF="metacatinstall.html#Additional Software Setup">Additional Software Setup</a>
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<a HREF="metacatinstall.html#Installing Metacat">Installing Metacat</a>
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<a HREF="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
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<a href="metacatinstall.html#Registry">Registry</a>
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<div class="header1">Table of Contents</div>
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<div class="toc">
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<div class="toc1"><a href="#QuickInstructions">Quick Instructions</a></div>
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<div class="toc2"><a href="#QuickInstall">Quick Installation</a></div>
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<div class="toc2"><a href="#QuickUpdate">Quick Update</a></div>
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<div class="toc1"><a href="#SourceInstall">Installing From Source Code</a></div>
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<div class="toc2"><a href="#WindowsXP">Windows XP</a></div>
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<div class="toc2"><a href="#Ubuntu8.04">Ubuntu 8.04</a></div>
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<div class="toc2"><a href="#MacOSX">Mac OS X</a></div>
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<div class="toc1"><a href="#PreInstallation">Pre-Installation</a></div>
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<div class="toc2"><a href="#MinRequirements">Minimum Requirements</a></div>
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<div class="toc2"><a href="#AdditionalRequiredSoftware">Additional Required Software</a></div>
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<div class="toc1"><a href="#AdditionalSoftwareSetup">Additional Software Setup</a></div>
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<div class="toc1"><a href="#InstallingMetacat">Installing Metacat</a></div>
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<div class="toc1"><a href="#UpgradingMetacat">Upgrading Existing Metacat</a></div>
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<div class="toc1"><a href="#Registry">Registry</a></div>
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</div>
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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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<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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<a name="QuickInstructions"></a><div class="header1">Quick Instructions</div>
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<a name="QuickInstall"></a><div class="header2">Quick Installation</div>
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<p>These are the installation instructions for a system that has Ubuntu 8.04 installed
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and has never had Metacat installed on it:</p>
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<div class=indent>
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<a name="DownloadMetacatInstall"></a><div class="header3">Download Metacat Package</div>
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<p>Browse to the
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<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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In the Metacat section, select the link that looks like:</p>
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<div class="code">metacat-bin-X.X.X.tar.gz</div>
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<p>where X.X.X is the latest version of Metacat. Choose to save the file locally.</p>
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<p>Extract the Metacat package files by typing:</p>
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<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
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<p>You should see a war file and several supporting files. The location where these files
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were extracted will be refered to as the the <metacat_package_dir> for the remainder
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of this documentation.
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</div>
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<div class=indent>
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<a name="CreateMetacatDirs"></a><div class="header3">Create Metacat Directories</div>
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<p>Create the metacat utility base directory by typing:</p>
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<div class="code">sudo mkdir /var/metacat</div>
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<div class="code">sudo chown -R <tomcat_user> /var/metacat</div>
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<p>where <tomcat_user> is the user that will start Tomcat. If you are
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starting Tomcat as the root user, you do not need to run the chown command.</p>
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</div>
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<div class=indent>
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<a name="InstallJava"></a><div class="header3">Install Java</div>
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<p>Install Java by typing:</p>
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<div class="code">sudo apt-get install sun-java5-jdk</div>
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<p>hit "ok" then "yes" for license agreement<p>
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</div>
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<td class="tablehead" colspan="2"><p><a name="Pre-Installation"><h2>Pre-Installation</h2></p></td>
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<p class="header">Minimum Requirements</p>
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<div class=indent>
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<a name="InstallApache"></a><div class="header3">Install Apache</div>
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<p>Install Apache and and Mod JK packages by typing:</p>
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<div class="code">sudo apt-get install apache2</div>
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<div class="code">sudo apt-get install libapache2-mod-jk</div>
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<p>Setup Mod JK apache configuration by typing:</p>
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<div class="code">sudo cp <metacat_package_dir>/jk.conf /etc/apache2/mods-available</div>
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<div class="code">sudo cp <metacat_package_dir>/workers.properties /etc/apache2</div>
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<p>Enable Apache Mod JK by typing:</p>
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<div class="code">sudo a2dismod jk</div>
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<div class="code">sudo a2enmod jk</div>
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<p>Set up and enable knb (Metacat) site configurations by typing:</p>
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<div class="code">sudo cp <metacat_package_dir>/knb /etc/apache2/sites-available</div>
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<div class="code">sudo a2ensite knb</div>
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<p>Restart apache to bring in changes by typing:</p>
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<div class="code">sudo /etc/init.d/apache2 force-reload</div>
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</div>
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<div class=indent>
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<a name="InstallTomcat"></a><div class="header3">Install Tomcat</div>
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<p>Install Tomcat 5.5 by typing:</p>
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<div class="code">sudo sudo apt-get install tomcat5.5</div>
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<p>Install Metacat friendly Tomcat startup script by typing:</p>
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<div class="code">sudo /etc/init.d/tomcat5.5 stop</div>
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<div class="code">sudo mv /etc/init.d/tomcat5.5 /etc/init.d/tomcat5.5.bak</div>
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<div class="code">sudo cp <metacat_package_dir>/tomcat5.5 /etc/init.d/tomcat5.5</div>
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<div class="code">sudo chmod +x /etc/init.d/tomcat5.5</div>
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</p>
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</div>
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<div class=indent>
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<a name="InstallPostgres"></a><div class="header3">Install PostgreSQL Database</div>
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<p>Install PostgreSQL by typing:</p>
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<div class="code">sudo apt-get install postgresql</div>
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<p>Change to postgres user:</p>
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<div class="code">sudo su - postgres</div>
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<p>Setup empty Metacat database instance editing the postgreSQL configuration file:</p>
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<div class="code">gedit /etc/postgresql/8.3/main/pg_hba.conf</div>
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<p>and adding the following line:</p>
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<div class="code">host metacat metacat 127.0.0.1 255.255.255.255 password</div>
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<p>Save the file, then create the metacat instance:</p>
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<div class="code">createdb metacat</div>
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<p>Log into postgreSQL by typing:</p>
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<div class="code">psql metacat</div>
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<p>and create the metacat user by typing at the psql prompt:</p>
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<div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'your_password';</div>
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<p>where your_password is whatever password you would like for the metacat user.</p>
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<p>Exit PostgreSQL by typing</p>
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<div class="code">\q</div>
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<p>Restart the PostgreSQL database to bring in changes:</p>
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<div class="code">/etc/init.d/postgresql-8.3 restart</div>
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<p>Log out of the postgres user account by typing:</p>
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<div class="code">logout</div>
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<p>Test the installation and metacat account by typing:</p>
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<div class="code">psql -U metacat -W -h localhost metacat</div>
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<p>Log back out of postgreSOL:</p>
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<div class="code">\q</div>
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</div>
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<div class=indent>
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<a name="InstallMetacatWAR"></a><div class="header3">Install Metacat War</div>
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<p>Copy the war file to Tomcat:</p>
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<div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div>
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<p>Restart Tomcat:</p>
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<div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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</div>
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<div class=indent>
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<a name="ConfigureMetacatInstall"></a><div class="header3">Configure Metacat</div>
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<p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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to complete your installation of Metacat.</p>
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</div>
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<a name="QuickUpdate"></a><div class="header2">Quick Update</div>
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<p>These are the instructions for a system that already has Metacat installed on it,
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but needs a Metacat upgrade:</p>
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<div class=indent>
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<a name="DownloadMetacatUpdate"></a><div class="header3">Download Metacat Package</div>
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<p>Browse to the
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<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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In the Metacat section, select the link that looks like:</p>
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<div class="code">metacat-bin-X.X.X.tar.gz</div>
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<p>where X.X.X is the latest version of Metacat. Choose to save the file locally.</p>
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<p>Extract the Metacat package files by typing:</p>
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<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
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<p>You should see a war file and several supporting files. The location where these files
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were extracted will be refered to as the the <metacat_package_dir> for the remainder
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of this documentation.
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</div>
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<div class=indent>
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<a name="BackupApplication"></a><div class="header3">Backup Existing Metacat Installation</div>
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<p>To be safe, it is best to backup the existing Metacat installation. Do so by typing: </p>
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<div class="code">cp <web_app_dir>/knb <web_app_dir>/knb.bak</div>
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<div class="code">cp <web_app_dir>/knb.war <web_app_dir>/knb.war.bak</div>
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<p>Of course, you can use any backup strategy you like (or none at all).</p>
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</div>
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<div class=indent>
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<a name="InstallMetacatWAR"></a><div class="header3">Install Metacat War</div>
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<p>Copy the war file to Tomcat:</p>
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<div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div>
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<p>Restart Tomcat:</p>
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<div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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</div>
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<div class=indent>
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<a name="ConfigureMetacatInstall"></a><div class="header3">Configure Metacat</div>
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<p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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to complete your installation of Metacat.</p>
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</div>
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<a name="SourceInstall"></a><div class="header1">Installing From Source Code</div>
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<p>These documents are meant to outline the metacat installation process on specific platforms. They are
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<strong><em>not</em></strong> a substitute for the below instructions and only meant as a supplemental guideline. </p>
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<a name="WindowsXP"></a><div class="header2">Windows XP</div>
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<p> See the <a href="os_specific/install_metacat_windows.html">Windows XP installation instructions</a>.</p>
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<a name="Ubuntu8.04"></a><div class="header2">Ubuntu 8.04</div>
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<p> See the <a href="os_specific/install_metacat_ubuntu.html">Ubuntu 8.04 installation instructions</a>.</p>
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<a name="MacOSX"></a><div class="header2">Mac OS X</div>
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<p> See the <a href="os_specific/install_metacat_mac.html">Mac OS X installation instructions</a>.</p>
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<a name="PreInstallation"></a><div class="header1">Pre-Installation</div>
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<a name="MinRequirements"></a><div class="header2">Minimum Requirements</div>
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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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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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<a name="AdditionalRequiredSoftware"></a><div class="header2">Additional Required Software</div>
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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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</li>
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</ul>
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</p>
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</td>
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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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Added quick install/update sections to metacat installation instructions.