Project

General

Profile

1
<!-- 
2
  *   '$RCSfile$'
3
  *     Purpose: web page describing the installation of Metacat
4
  *   Copyright: 2000 Regents of the University of California and the
5
  *               National Center for Ecological Analysis and Synthesis
6
  *     Authors: Chad Berkley
7
  *
8
  *    '$Author: daigle $'
9
  *    '$Date: 2008-12-10 14:27:05 -0800 (Wed, 10 Dec 2008) $'
10
  *    '$Revision: 4668 $'
11
  *
12
  *
13
  -->
14
  
15
<!DOCTYPE html PUBLIC "-//W3C//DTD html 4.0//EN">
16
<html>
17

    
18
<head>
19
  <title>Metacat Linux Installation Instructions</title>
20
  <link rel="stylesheet" type="text/css" href="./common.css">
21
  <link rel="stylesheet" type="text/css" href="./default.css">
22
</head>
23

    
24
<body>
25

    
26
<table class="tabledefault" width="100%">
27
<tr><td rowspan="2"><img src="./images/KNBLogo.gif"></td>
28
<td colspan="7">
29
<div class="title">Metacat Linux Installation Instructions</div>
30
</td>
31
</tr>
32
<tr>
33
  <td><a href="/" class="toollink"> KNB Home </a></td>
34
  <td><a href="/data.html" class="toollink"> Data </a></td>
35
  <td><a href="/people.html" class="toollink"> People </a></td>
36
  <td><a href="/informatics" class="toollink"> Informatics </a></td>
37
  <td><a href="/biodiversity" class="toollink"> Biocomplexity </a></td>
38
  <td><a href="/education" class="toollink"> Education </a></td>
39
  <td><a href="/software" class="toollink"> Software </a></td>
40
</tr>
41
</table>
42
<hr>
43

    
44
<div class="header1">Table of Contents</div>
45
  <div class="toc">
46
    <div class="toc1"><a href="#QuickInstallation">Quick Installation</a></div> 
47
      <div class="toc2"><a href="#DownloadMetacatInstall">Download Metacat Package</a></div> 
48
      <div class="toc2"><a href="#CreateDirs">Create Metacat Directories</a></div> 
49
      <div class="toc2"><a href="#InstallJava">Install Java</a></div> 
50
      <div class="toc2"><a href="#InstallApache">Install Apache</a></div> 
51
      <div class="toc2"><a href="#InstallTomcat">Install Tomcat</a></div> 
52
      <div class="toc2"><a href="#InstallPostgres">Install PostgreSQL Database</a></div> 
53
      <div class="toc2"><a href="#QuickInstallMetacatWar">Install Metacat War</a></div> 
54
      <div class="toc2"><a href="#QuickInstallLsidWar">Install LSID War</a></div> 
55
      <div class="toc2"><a href="#ConfigureMetacatInstall">Configure Metacat</a></div> 
56
    <div class="toc1"><a href="#QuickUpdate">Quick Update</a></div>
57
      <div class="toc2"><a href="#DownloadMetacatUpdate">Download Metacat Package</a></div> 
58
      <div class="toc2"><a href="#BackupApplication">Backup Existing Metacat Installation</a></div> 
59
      <div class="toc2"><a href="#QuickUpdateMetacatWar">Update Metacat War</a></div> 
60
      <div class="toc2"><a href="#QuickUpdateLsidWar">Update LSID War</a></div> 
61
      <div class="toc2"><a href="#ConfigureMetacatUpdate">Configure Metacat</a></div> 
62
    <div class="toc1"><a href="#PreInstallation">Pre-Installation</a></div>
63
      <div class="toc2"><a href="#MinRequirements">Minimum Requirements</a></div> 
64
      <div class="toc2"><a href="#AdditionalRequiredSoftware">Additional Required Software</a></div>
65
    <div class="toc1"><a href="#AdditionalSoftwareSetup">Additional Software Setup</a></div>
66
      <div class="toc2"><a href="#AdditionalSoftwareJava">Java</a></div> 
67
      <div class="toc2"><a href="#AdditionalSoftwareOracle">Oracle</a></div>
68
      <div class="toc2"><a href="#AdditionalSoftwarePostgres">PostgreSQL</a></div>
69
      <div class="toc2"><a href="#AdditionalSoftwareAnt">Ant</a></div>
70
      <div class="toc2"><a href="#AdditionalSoftwareTomcat">Tomcat</a></div>
71
    <div class="toc1"><a href="#DownloadingMetacat">Download Metacat and Get War File</a></div>
72
      <div class="toc2"><a href="#DownloadMetacatBinary">Download Metacat Binary and Create War File</a></div>
73
      <div class="toc2"><a href="#DownloadMetacatSource">Download Metacat Source and Create War File</a></div>
74
    <div class="toc1"><a href="#InstallingMetacat">Installing Metacat</a></div>
75
      <div class="toc2"><a href="#CreateMetacatDirs">Create Metacat Directories</a></div>
76
      <div class="toc2"><a href="#InstallMetacatWar">Install Metacat War</a></div>
77
    <div class="toc1"><a href="#UpgradingMetacat">Upgrading Existing Metacat</a></div>
78
      <div class="toc2"><a href="#UpgradeStopMetacat">Stop the Running Metacat</a></div>
79
      <div class="toc2"><a href="#UpgradeDownloadMetacat">Download Latest Metacat Application</a></div>
80
      <div class="toc2"><a href="#UpgradeMetacatWar">Upgrade Metacat War</a></div>
81
   <div class="toc1"><a href="#RestartTomcat">Restart Tomcat</a></div>
82
      <div class="toc2"><a href="#UpgradeTroubleshooting">Troubleshooting</a></div>
83
      <div class="toc2"><a href="#UpgradeConfigureMetacat">Configure Metacat</a></div>       
84
    <div class="toc1"><a href="#Registry">Web Based Registry</a></div>
85
  </div> 
86

    
87
<a name="QuickInstallation"></a><div class="header1">Quick Installation</div>
88
  <p>These are the installation instructions for a system that has Ubuntu 8.04 installed
89
  and has never had Metacat installed on it:</p>
90
 
91
  <a name="DownloadMetacatInstall"></a><div class="header2">Download Metacat Package</div>
92
    <ul>
93
    <li>Browse to the 
94
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
95
      In the Metacat section, select the link that looks like:
96
	  <div class="code">metacat-bin-X.X.X.tar.gz</div>
97
    where X.X.X is the latest version of Metacat.  Choose to save the file locally.</li>
98
    <li>Extract the Metacat package files by typing:
99
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div></li>
100
    <li>You should see a war file and several supporting files.  The location where these files
101
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
102
    of this documentation.</li>
103
    </ul>
104
  
105
  <a name="CreateDirs"></a><div class="header2">Create Metacat Directories</div>
106
    <ul>
107
    <li>Create the metacat utility base directory by typing:
108
      <div class="code">sudo mkdir /var/metacat</div>
109
	  <div class="code">sudo chown -R &lt;tomcat_user&gt; /var/metacat</div>
110
    where &lt;tomcat_user&gt; is the user that will start Tomcat.  If you are 
111
	starting Tomcat as the root user, you do not need to run the chown command.</li>
112
    </ul>
113

    
114
  <a name="InstallJava"></a><div class="header2">Install Java</div>
115
    <ul>
116
    <li>Install Java by typing:
117
      <div class="code">sudo apt-get install sun-java5-jdk</div></li>
118
	<li>hit "ok" then "yes" for license agreement</li>
119
	</ul>
120

    
121
  <a name="InstallApache"></a><div class="header2">Install Apache</div>
122
    <ul>
123
    <li>Install Apache and and Mod JK packages by typing:	
124
      <div class="code">sudo apt-get install apache2 libapache2-mod-jk</div></li>
125
    <li>Set up Mod JK apache configuration by typing:
126
      <div class="code">sudo cp &lt;metacat_package_dir&gt;/jk.conf /etc/apache2/mods-available</div>
127
      <div class="code">sudo cp &lt;metacat_package_dir&gt;/workers.properties /etc/apache2</div></li>
128
    <li>Enable Apache Mod JK by typing:
129
      <div class="code">sudo a2dismod jk</div>
130
      <div class="code">sudo a2enmod jk</div></li>
131
    <li>Set up and enable knb (Metacat) site configurations by typing:
132
      <div class="code">sudo cp &lt;metacat_package_dir&gt;/knb /etc/apache2/sites-available</div>
133
      <div class="code">sudo a2ensite knb</div></li>
134
    <li>If you want to run an LSID server along with the Metacat server, set up and enable the authority service site 
135
      configurations by typing:
136
      <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority /etc/apache2/sites-available</div>
137
      <div class="code">sudo a2ensite authority</div></li>
138
    <li>Restart apache to bring in changes by typing:
139
      <div class="code">sudo /etc/init.d/apache2 force-reload</div></li>
140
    </ul>
141
     
142
  <a name="InstallTomcat"></a><div class="header2">Install Tomcat</div>
143
    <ul>
144
    <li>Install Tomcat 5.5 by typing:
145
      <div class="code">sudo sudo apt-get install tomcat5.5</div> </li>
146
    <li>Install Metacat friendly Tomcat startup script by typing:    
147
      <div class="code">sudo /etc/init.d/tomcat5.5 stop</div>    
148
      <div class="code">sudo mv /etc/init.d/tomcat5.5 /etc/init.d/tomcat5.5.bak</div>
149
      <div class="code">sudo cp &lt;metacat_package_dir&gt;/tomcat5.5 /etc/init.d/tomcat5.5</div>
150
      <div class="code">sudo chmod +x /etc/init.d/tomcat5.5</div></li>
151
    </ul>
152
    
153
  <a name="InstallPostgres"></a><div class="header2">Install PostgreSQL Database</div> 
154
    <ul>
155
    <li>Install PostgreSQL by typing:</p>
156
      <div class="code">sudo apt-get install postgresql</div></li>
157
    <li>Change to postgres user:
158
      <div class="code">sudo su - postgres</div></li>
159
    <li>Setup empty Metacat database instance editing the postgreSQL configuration file:  
160
      <div class="code">gedit /etc/postgresql/8.3/main/pg_hba.conf</div></li>
161
    and adding the following line:
162
      <div class="code">host metacat metacat 127.0.0.1 255.255.255.255 password</div></li>
163
    <li>Save the file, then create the metacat instance:
164
      <div class="code">createdb metacat</div></li>
165
    <li>Log into postgreSQL by typing:
166
	  <div class="code">psql metacat</div>
167
	and create the metacat user by typing at the psql prompt:
168
	  <div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'your_password';</div>
169
	where your_password is whatever password you would like for the metacat user.</li>
170
	<li>Exit PostgreSQL by typing
171
	  <div class="code">\q</div></li>
172
	<li>Restart the PostgreSQL database to bring in changes:
173
	  <div class="code">/etc/init.d/postgresql-8.3 restart</div></li>
174
	<li>Log out of the postgres user account by typing:
175
	  <div class="code">logout</div></li>
176
	<li>Test the installation and metacat account by typing:
177
	  <div class="code">psql -U metacat -W -h localhost metacat</div></li>
178
	<li>Log back out of postgreSQL:
179
	  <div class="code">\q</div></li>
180
	</ul>
181
	
182
  <a name="QuickInstallMetacatWar"></a><div class="header2">Install Metacat War</div> 
183
    <ul>
184
    <li>Copy the war file to Tomcat:
185
	  <div class="code">sudo cp &lt;metacat_package_dir&gt;/knb.war /usr/share/tomcat5.5/webapps</div></li>
186
	<li>Restart Tomcat:
187
	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
188
  	</ul>
189
  	
190
  <a name="QuickInstallLsidWar"></a><div class="header2">Install LSID War</div> 
191
    <ul>
192
    <li>If you want to run an LSID server along with the Metacat server, copy the 
193
    authority.war file to Tomcat:
194
	  <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority.war /usr/share/tomcat5.5/webapps</div></li>
195
	<li>Restart Tomcat:  
196
	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
197
	</ul>
198
		
199
  <a name="ConfigureMetacatInstall"></a><div class="header2">Configure Metacat</div> 
200
    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
201
    to complete your installation of Metacat.</p>
202
    
203
  <a name="QuickUpdate"></a><div class="header1">Quick Update</div>
204
  <p>These are the instructions for a system that already has Metacat installed on it, 
205
  but needs a Metacat upgrade:</p>
206
  
207
  <a name="DownloadMetacatUpdate"></a><div class="header2">Download Metacat Package</div>
208
    <ul>
209
    <li>Browse to the 
210
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
211
      In the Metacat section, select the link that looks like:
212
	  <div class="code">metacat-bin-X.X.X.tar.gz</div>
213
    where X.X.X is the latest version of Metacat.  Choose to save the file locally.</li>
214
    <li>Extract the Metacat package files by typing:
215
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
216
    You should see a war file and several supporting files.  The location where these files
217
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
218
    of this documentation.</li>
219
    </ul>
220
    
221
  <a name="BackupApplication"></a><div class="header2">Backup Existing Metacat Installation</div>
222
    <ul>
223
    <li>To be safe, it is best to backup the existing Metacat installation.  Do so by typing: </p>
224
	  <div class="code">cp &lt;web_app_dir&gt;/knb &lt;web_app_dir&gt;/knb.&lt;yyyymmdd&gt;</div>
225
	  <div class="code">cp &lt;web_app_dir&gt;/knb.war &lt;web_app_dir&gt;/knb.war.&lt;yyyymmdd&gt;</div>
226
	Of course, you can use any backup strategy you like (or none at all).</p>
227
	</ul>
228
  
229
  <a name="QuickUpdateMetacatWar"></a><div class="header2">Update Metacat War</div> 
230
    <ul>
231
    <li>Copy the war file to Tomcat:
232
	  <div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div></li>
233
	<li>Restart Tomcat:  
234
	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
235
	</ul>
236
  	
237
  <a name="QuickUpdateLsidWar"></a><div class="header2">Update LSID War</div> 
238
    <ul>
239
    <li>If you want to run an LSID server along with the Metacat server, copy the 
240
    authority.war file to Tomcat:
241
	  <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority.war /usr/share/tomcat5.5/webapps</div></li>
242
	<li>Restart Tomcat:  
243
	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
244
	</ul>
245
		
246
  <a name="ConfigureMetacatUpdate"></a><div class="header2">Configure Metacat</div> 
247
    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
248
    to complete your installation of Metacat.</p>
249

    
250
<a name="PreInstallation"></a><div class="header1">Pre-Installation</div>
251
  <a name="MinRequirements"></a><div class="header2">Minimum Requirements</div> 
252
  <p>
253
   Installing Metacat requires a server running an SQL92 compliant database
254
   (Oracle 8i or Postgresql recommended) with at least 128MB RAM, and a Pentium III class
255
   processor or higher.  The amount of disk space required depends on the
256
   size of your RDBMS tablespace (which should be at least 10 MB, 
257
   however Metacat itself requires only about 1 MB of free space after 
258
   installation).  These instructions assume a Linux environment but may
259
   work on other UNIX type environments, however this has not been tested.
260
  </p>
261
  
262
  <a name="AdditionalRequiredSoftware"></a><div class="header2">Additional Required Software</div>
263
  <p>
264
   The server on which you wish to install Metacat must have the following
265
   software installed and running correctly before attempting to install
266
   Metacat.
267
   <ul>
268
     <li><a href="http://www.oracle.com">Oracle 8i</a> (or another SQL92
269
         compliant RDBMS like Postgres)</li>
270
     <li><a href="http://jakarta.apache.org/ant/index.html">Apache Jakarta-Ant</a>
271
     </li>
272
     <li><a href="http://jakarta.apache.org/tomcat/index.html">Apache Jakarta-Tomcat</a>
273
       <p class="emphasis">Note: For a more robust web serving environment, 
274
       Apache web server should
275
       be installed along with Tomcat and the two should be integrated
276
       as described on the Apache web site.</p>
277
     </li>
278
   </ul>
279
  </p>
280

    
281
<a name="AdditionalSoftwareSetup"></a><div class="header1">Additional Software Setup</div>
282
  <a name="AdditionalSoftwareJava"></a><div class="header2">Java</div>
283
  <p>You'll need a recent Java SDK; J2SE 1.4.2 or later is required.  The latest metacat release
284
  has been tested most extensively with <a href="http://java.sun.com/j2se/1.5.0/">J2SE 5.0</a>
285
  and this is the recommended version.
286
  Make sure that JAVA_HOME environment variable is properly set and that both
287
  java and javac are on your PATH. 
288
  </p>
289
  <a name="AdditionalSoftwareOracle"></a><div class="header2">Oracle 8i</div>
290
  <p>The Oracle RDBMS must be installed and running as a daemon on the system.
291
   In addition the JDBC listener must be enabled.  You can enable it by
292
   logging in as your Oracle user and typing the following:</p>
293
   
294
     <div class="code">lsnrctl start</div>
295
     
296
   <p>Your instance should have a table space of at least 5 MB (10 MB or higher 
297
   recommended).  You should also have a username specific to Metacat
298
   created and enabled.  This user must have most normal permissions 
299
   including CREATE SESSION, CREATE TABLE, CREATE INDEX, CREATE TRIGGER, 
300
   EXECUTE PROCEDURE, EXECUTE TYPE, etc.  If an action is unexplainably 
301
   rejected by Metacat it is probably because the user permissions are not
302
   correctly set.</p>
303
   
304
  <a name="AdditionalSoftwarePostgreSQL"></a><div class="header2">PostgreSQL</div>
305
  <p>PostgreSQL can be easily installed on most linux distributions and on
306
  Windows (using cygwin) and Mac OS X.  Using Fedora Core or RedHat Linux,
307
  you can install the rpms for postgres and then run </p>
308
  
309
    <div class="code">/etc/init.d/postgresql start</div> 
310
    
311
  <p>in order to start the database. 
312
  On Ubuntu and other Debian-based Linux distributions, you can use the apt-get command
313
  to install postgres: 
314
    <div class="code">sudo apt-get install postgresql-8.0</div> and 
315
  then run 
316
    <div class="code">/etc/init.d/postgresql-8.0 start</div> to start.
317
  
318
  This initializes the data files.  You need to do a bit of configuration
319
  to create a database and set up a user account and allow internet access
320
  via jdbc.  See the postgres documentation for this, but here is a quick 
321
  start:
322
  <ul>
323
     <li>Switch to the "postgres" user account 
324
       <div class="code">sudo su - postgres</div></li>
325
     <li>Edit "data/pg_hba.conf", adding the following line to the file:<br>
326
       <div class="code">host   metacat  metacat      127.0.0.1         255.255.255.255   password</div>
327
     If your host uses IPv6 addresses, you may need this line instead:
328
       <div class="code">host   metacat  metacat      ::1               ffff:ffff:ffff:ffff:ffff:ffff:ffff:ffff password</div></li>
329
     <li>If you are using Postgresql pre-8.0, you must edit the "data/postgres.conf" file and uncomment and edit the line
330
     starting with "tcpip_socket" so that it reads 
331
       <div class="code">tcpip_socket = true</div></li>
332
     <li>Create metacat database by typing: 
333
       <div class="code">createdb metacat</div></li>
334
     <li>Log in using the postgres account and create a new "metacat" user account by typing:
335
       <div class="code">psql metacat</div> 
336
     <ul>
337
        <li>In postgres, run <div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'apasswordyoulike';</div></li>
338
        <li>This creates a new account called metacat on the database named metacat</li>
339
        <li>Note: there are many ways to do this, so others such as using 
340
        ENCRYPTED passwords will work fine.</li>
341
     </ul>
342
     </li>
343
     <li>Exit the postgres account back to root and restart the postgres 
344
     database by typing:
345
       <div class="code">/etc/init.d/postgresql restart</div></li>
346
     <li>Test logging into the postgres db using the metacat account with 
347
     the following command: 
348
       <div class="code">psql -U metacat -W -h localhost metacat</div></li>
349
  </ul>
350
  </p>
351
  
352
  <a name="AdditionalSoftwareAnt"></a><div class="header2">Ant</div>
353
  <p>
354
   Ant is a Java based build application similar to Make on UNIX systems.  
355
   It takes in installation parameters from a file in the root installation
356
   directory named "build.xml".  The Metacat CVS module contains a default
357
   build.xml file that may require some modification upon installation.  Ant
358
   should be installed on the system and the "ant" executable shell script 
359
   should be available in the users path. The latest metacat release was tested with 
360
   Ant 1.6.5. <!-- We note that the current build is 
361
   not working with Ant 1.6.x, so you'll need to use an earler version.  We have 
362
   successfully used Ant 1.5.1, 1.5.2, and some earlier versions. -->
363
  </p>
364
  
365
  <a name="AdditionalSoftwareTomcat"></a><div class="header2">Tomcat</div>
366
  <p>
367
    Install Tomcat into the directory of your choice. The directory in which 
368
    you install Tomcat itself will be referred to as the &lt;tomcat_home&gt;.
369
    We recommend that you install Tomcat version 5.5.  If you are running 
370
    Ubuntu/Debian, you can get Tomcat by typing:</p>
371
      <div class="code">sudo apt-get install tomcat5.5</div>
372
    Otherwise, you can get Tomcat from <a href=" http://jakarta.apache.org/tomcat/index.html">the Apache Tomcat page</a>.
373
  </p>
374

    
375
<a name="DownloadingMetacat"></a><div class="header1">Download Metacat and Get War File</div>
376
 <p>There are several ways to wind up with a Metacat war file, which is needed for 
377
 installation.  These are: </p>
378
    <ul>
379
      <li>Download Metacat binary distribution - which will have a pre-built war file.</li>
380
      <li>Download Metacat source distribution - which will then need to be built in order to create a war file.</li>
381
      <li>Download Metacat source from SVN - which will then need to be built in order to create a war file.</li>
382
    </ul>
383
  <p>Since downloading the binary distribution is the easiest and most common install, it
384
  will be discussed here in detail.  Links to source download/build instructions are also
385
  included in case you would like to go that route.</p>
386
  <a name="DownloadMetacatBinary"></a><div class="header2">Download Metacat Binary and Create War File</div>
387

    
388
    <p>Browse to the 
389
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
390
      In the Metacat section, for Linux based systems, select the link that looks like:</p>
391
	  <div class="code">metacat-bin-X.X.X.tar.gz</div>
392
	  <p>for Windows systems, select the link that looks like:</p>
393
	  <div class="code">metacat-bin-X.X.X.zip</div>
394
    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
395
    <p>Extract the Metacat package files on Linux systems by typing:
396
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
397
    <p>or, on Windows, use your system unzip utility to extract the zip file.</p>
398
    <p>You should see a war file and several supporting files.  The location where these files
399
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
400
    of this documentation.
401
    
402
  <a name="DownloadMetacatSource"></a><div class="header2">Download Metacat Source and Create War File</div>
403

    
404
    <p>If you would like to download the Metacat source distribution or checkout the source
405
    code from SVN, go to the  
406
      <a href="./metacat-source-build.html">Download and Build Metacat From Source</a> page.
407

    
408
<a name="InstallingMetacat"></a><div class="header1">Installing Metacat</div>
409
  <p>This section is only for a new installation. If you are upgrading an existing Metacat, please skip
410
  this section and go to the next one - <a href="#UpgradingMetacat">Upgrading Existing Metacat</a></p>
411
  
412
  <p>Tomcat will look for it's application files (war files) in a configured directory.  
413
  This is typically the &lt;tomcat_home&gt;/webapps directory, but your instance of Tomcat may 
414
  be configured to look in a different directory.  We will refer to your Tomcat application directory 
415
  as &lt;tomcat_app_dir&gt;.</p>
416
     
417
  <a name="CreateMetacatDirs"></a><div class="header2">Create Metacat Directories</div>
418
    <p>Metacat uses a base directory to store such things as store data and metadata,
419
    temporary files and configuration backups.  This directory should be outside of the 
420
    Tomcat application directory since the application directory gets wiped out during an
421
    upgrade. Create the metacat utility base directory 
422
    by typing:</p>
423
      <div class="code">sudo mkdir <metacat_base_dir></div>
424
    <p>(Typically <metacat_base_dir> is '/var/metacat'.)  Remeber the directory you 
425
    choose, since you will be asked to configure Metacat to point to it after startup.</p>
426
    
427
    <p>Change the ownership of the directory by typing:</p>   
428
	  <div class="code">sudo chown -R &lt;tomcat_user&gt; /var/metacat</div>
429
    <p>where &lt;tomcat_user&gt; is the user that will start Tomcat.  If you are 
430
	starting Tomcat as the root user, you do not need to run the chown command.</p>
431
	
432
  <a name="InstallMetacatWar"></a><div class="header2">Install Metacat War</div> 
433
    <p>Copy the war file to Tomcat:</p>
434
	  <div class="code">sudo cp knb.war &lt;tomcat_app_dir&gt;</div>
435
	  
436
  <a name="ApacheConfig"></a><div class="header2">Configure Apache</div> 
437
    <p>You have the option of running Tomcat stand-alone or with with the Apache web
438
    server.  Running with Apache is the more traditional setup since Apache is a 
439
    more robust web server.  There are some initial setup steps to get Apache talking
440
    to the Metacat application at the </p>
441
	  <a href="./metacat-apache-config.html"> the Metacat Apache Configuration page</a></p>
442

    
443
<a name="UpgradingMetacat"></a><div class="header1">Upgrading Existing Metacat</div>
444
  <a name="protocol"></a>
445
  <p>The following instructions are for upgrading an existing Metacat.
446
  
447
  <a name="UpgradeStopMetacat"></a><div class="header2">Stop the Running Metacat</div>
448
   <p>To do this, login as the user that runs your tomcat server (often "tomcat"),
449
   go to &lt;tomcat_home&gt;/bin and type:</p>
450
   
451
   <div class="code">./shutdown.sh</div>  
452
  
453
  <a name="UpgradeDownloadMetacat"></a><div class="header2">Download Latest Metacat Application</div>
454
    <p>Browse to the 
455
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
456
      In the Metacat section, select the link that looks like:</p>
457
	  <div class="code">metacat-bin-X.X.X.tar.gz</div>
458
    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
459
    <p>Extract the Metacat package files by typing:</p>
460
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
461
    <p>You should see several files:</p>
462
    
463
    <ul>
464
    <li>knb.war - the Metacat application web archive file.</li>
465
    <li>knb - the web definition file used by Apache on ubuntu/debian Linux systems.</li>
466
    <li>jk.conf - the JkMount configuration file used by Apache on ubuntu/debian Linux systems.</li>
467
    <li>workers.properties - the workers definition file used by Apache on ubuntu/debian Linux systems.</li>
468
    <li>tomcat5.5 - the Tomcat startup script for Tomcat 5.5 installed with apt-get on ubuntu/debian Linux systems.</li>
469
    <li>authority - the optional LSID Server application web archive file.</li>
470
    </ul>
471
    
472
    <p>The location where these files
473
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
474
    of this documentation.</p>
475
 
476
   <a name="UpgradeMetacatWar"></a><div class="header2">Upgrade Metacat War</div> 
477
    <p>Tomcat will look for it's application files (war files) in a configured directory.  
478
    This is typically the &lt;tomcat_home&gt;/webapps directory, but your instance of Tomcat may 
479
    be configured to look in a different directory.  We will refer to your Tomcat application directory 
480
    as &lt;tomcat_app_dir&gt;.</p>
481
    
482
    <p>If desired, back up your existing war file with a date:</p>
483
      <div class="code">sudo mv &lt;tomcat_app_dir&gt;/knb.war &lt;tomcat_app_dir&gt;/knb.war.&lt;yyyymmdd&gt;</div>
484
    
485
    <p>Copy the war file to the Tomcat applications directory:</p>
486
	  <div class="code">sudo cp knb.war &lt;tomcat_app_dir&gt;</div>
487
	<p>Remove (or rename) the existing application directory:</p>
488
	  <div class="code">sudo rm -rf &lt;tomcat_home&gt;/webapps/knb</div>
489
	  <p> or </p>
490
	  <div class="code">sudo mv &lt;tomcat_home&gt;/webapps/knb &lt;tomcat_home&gt;/webapps/knb.&lt;yyyymmdd&gt;</div>
491
	<p>Restart Tomcat:</p>  
492
	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
493
	<p>Tomcat will expand your war file into a new application directory at startup time.</p>
494
 
495
  <a name="RestartTomcat"></a><div class="header1">Restart Tomcat</div>
496
    <p>Once you have successfully installed Metacat, there is one more step.  Tomcat
497
    (and Apache if you have Tomcat integrated with it) must be restarted.  To do
498
    this, login as the user that runs your tomcat server (often "tomcat"),
499
    go to &lt;tomcat_home&gt;/bin and type: </p>
500
   
501
      <div class="code">./startup.sh</div>
502
   
503
    <p>In the Tomcat startup messages you should see something in the log file like:</p>
504
   
505
      <div class="code">Metacat: [WARN]: Metacat (1.8.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]</div>
506
     
507
    If you see that message Tomcat has successfully loaded the Metacat servlet.
508
    Next, try to run your new servlet.  Go to a web browser and type:</p>
509
   
510
      <div class="code">http://yourserver.yourdomain.com/yourcontext/</div>
511
     
512
    <p>You should substitute your context name for "yourcontext" in the url above.
513
    If everything is working correctly, you should see a query page followed
514
    by an empty result set.  Note that if you do not have Tomcat integrated with
515
    Apache you will probably have to type</p>
516
   
517
    <div class="code">http://yourserver.yourdomain.com:8080/yourcontext/</div>
518

    
519
  <a name="UpgradeTroubleshooting"></a><div class="header2">Troubleshooting</div>
520
  <p>If you see something like: 
521
  
522
    <div class="code">java.lang.InternalError: Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.</div>
523
  
524
  <p>You should add this line: </p>
525
  
526
    <div class="code">JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</div> 
527
  <p>at the first line of the catalina.sh file in the tomcat bin directory. The reason is that 
528
  GeoServer uses X11 windows to draw graphics.</p>
529
  
530
  <a name="UpgradeConfigureMetacat"></a><div class="header2">Configure Metacat</div>
531
  <p>Once you see the Metacat configuration screen, you can follow the instructions in the 
532
  <a href="./metacatconfigure.html"> Configuring Metacat Section</a> 
533
  to complete the internal configuration of Metacat.</p>
534

    
535
<a name="Registry"></a><div class="header1">Web Based Registry</div>
536
  <p>The registry allows users to upload simple metadata documents directly from the web.  See the separate 
537
  <a href="registry_installation.html">Registry Installation Guide</a>.</p><br/><br/>
538
</body>
539
</html>
(23-23/62)