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* Authors: Chad Berkley |
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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 Configuration Instructions</title> |
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<link rel="stylesheet" type="text/css" href="./common.css"> |
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<link rel="stylesheet" type="text/css" href="./default.css"> |
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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 Configuration</div> |
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</td> |
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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="/software" class="toollink"> Software </a></td> |
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</table> |
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<hr> |
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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="#Overview">Overview</a></div> |
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<div class="toc2"><a href="#MetacatConfiguration">Metacat Configuration</a></div> |
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<div class="toc2"><a href="#ConfigurationRules">Configuration Rules</a></div> |
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<div class="toc1"><a href="#authConfig">Authentication Configuration</a></div> |
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<div class="toc2"><a href="#AuthOverview">Authentication Overview</a></div> |
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<div class="toc2"><a href="#GetToAuthConfig">Getting to the Authentication Configuration</a></div> |
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<div class="toc2"><a href="#ConfigAuthNoAuth">Changing Authentication Configuration Without Authentication</a></div> |
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<div class="toc1"><a href="#AdminLogin">Admin Log In</a></div> |
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<div class="toc2"><a href="#AdminLoginOverview">Admin Log In</a></div> |
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<div class="toc2"><a href="#LoggingIn">Logging In</a></div> |
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<div class="toc1"><a href="#MainConfig">Main Configuration Page</a></div> |
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<div class="toc2"><a href="#MainConfigOverview">Main Configuration Overview</a></div> |
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<div class="toc1"><a href="#GlobalConfig">Global Properties Configuration</a></div> |
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<div class="toc2"><a href="#GlobalConfigOverview">Global Properties Overview</a></div> |
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<div class="toc2"><a href="#AutoDetection">Property Auto-Detection</a></div> |
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<div class="toc2"><a href="#GlobalConfigBackup">Global Property Backup</a></div> |
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<div class="toc1"><a href="#SkinsConfig">Skins Configuration</a></div> |
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<div class="toc2"><a href="#SkinsConfigOverview">Skins Overview</a></div> |
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<div class="toc2"><a href="#ChoosingDefaultSkin">Choosing a Default Skin</a></div> |
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<div class="toc2"><a href="#ConfigOnlineRegistry">Configuring Online Registry</a></div> |
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<div class="toc1"><a href="#DatabaseConfig">Database Configuration</a></div> |
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<div class="toc2"><a href="#DatabaseConfigOverview">Database Configuration Overview</a></div> |
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<div class="toc2"><a href="#DatabaseNewInstall">New Database Installation</a></div> |
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<div class="toc2"><a href="#DatabaseUpgrade">Database Upgrade</a></div> |
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<div class="toc1"><a href="#GeoserverConfig">Geoserver Configuration</a></div> |
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<div class="toc2"><a href="#GeoserverUpdatePassword">Geoserver Password Update</a></div> |
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<div class="toc2"><a href="#GeoserverManualUpdate">Geoserver Manual Update</a></div> |
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<div class="toc1"><a href="#CompleteConfig">Complete the Metacat Configuration</a></div> |
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</div> |
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<a name="Overview"></a><div class="header1">Overview</div> |
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<a name="MetacatConfiguration"></a><div class="header2">Metacat Configuration</div> |
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<p>As of version 1.9.0, Metacat configuration is done internally by the application. When |
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Metacat (Tomcat) is started, it will check to see if it is configured. If not, you will be |
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automatically sent to the configuration pages. </p> |
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<p>If the installation is new, or the previous version is before 1.9.0, you will |
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need to pay close attention to the configuration values. If you have upgraded |
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Metacat, and the previous version is 1.9.0 or later, Metacat will pull existing |
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values from a backup location. You should still verify that the values are |
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correct.</p> |
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<p>Get to Metacat on your server by entering into the browser:</p> |
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<div class="code">http://<your_context_url></div> |
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<p>Where <your_context_url> is the url where Metacat will be served followed |
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by the name of the war file(application context) that you installed. For instance, |
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the KNB production Metacat url is:</p> |
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<div class="code">http://knb.ecoinformatics.org/knb</div> |
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<p>You can always go to the configuration screen from within Metacat by typing: |
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<div class="code"><your_context_url>/admin</div> |
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<a name="ConfigurationRules"></a><div class="header2">Configuration Rules</div> |
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<p>The system will follow these rules in order to determine the order |
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that the configuration will occur:</p> |
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<ul> |
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<li> |
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Is Authentication Configured? If not, show |
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<a HREF="metacatconfigure.html#auth-config">Authentication Configuration Section</a>. |
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You will need to have authorizaiton configured in order to define administrative accounts |
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and authenticate as one of these users. |
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</li> |
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<li> |
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Are you logged in as an administrative user? If not, show |
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<a HREF="metacatconfigure.html#admin-login">Administrator Login Page</a>. |
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You can only configure Metacat as an administrator. |
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</li> |
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<li> |
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Are main properties, skins or database unconfigured? If so, show |
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<a HREF="metacatconfigure.html#main-config">Main Configuration Page</a> |
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Note that you will not be able to select the database configuration utility |
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until main properties have been configured. |
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</li> |
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<li> |
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Are all sections configured? If so, show |
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<a HREF="metacatconfigure.html#main-config">Main Configuration Page</a> which |
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include instructions for going to Metacat server (or restarting Metacat if you |
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are reconfiguring a running server). |
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</li> |
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</ul> |
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<p> See the following sections for descriptions of how each of these work. For more |
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information on each field, click on the blue question mark icon to the right.</p> |
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<a name="AuthConfig"></a><div class="header1">Authentication Configuration</div> |
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<a name="AuthOverview"></a><div class="header2">Authentication Overview</div> |
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<p>Metacat uses LDAP as it's primary authentication mechanism, but you can define |
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your own mechanism by creating a java class that implements |
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AuthInterface. The configuration values needed are Authentication Class, Authentication URL, |
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Authentication Secure URL and Metacat Administrators. You need |
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to verify that the the Authentication URL and Authentication Secure URL are correct (fig 1). |
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<span class="emphasis">You need to make sure that your user |
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account is entered into the Metacat Administrators field. You will not be allowed |
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to continue with configuration if this is missing.</span> |
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<img class="screenshot" src="./images/auth-config.png"/> |
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<div class="fig-text"> fig 1 </div> |
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<a name="GetToAdminConfig"></a><div class="header2">Getting to the Authentication Configuration</div> |
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<p>You will automatically be sent to the Authentication Configuration page if this is a new |
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installation or upgrade.</p> |
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<p>You can also get to the Administrative configuration from a running Metacat by typing:</p> |
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<div class="code"><your_context_url>/admin</div> |
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<p>You will be required to log in as an administrator and restart Metacat once you |
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make changes.</p> |
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<a name="ConfigAuthNoAuth"></a><div class="header2">Changing Authentication Configuration Without Authentication</div> |
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<p>There is one exception to the log in rule. That is when you need to change or add |
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authentication information, but you can't authenticate using the existing setup. For example:</p> |
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<ul> |
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<li>The existing Metacat administrator is no longer available</li> |
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<li>You forgot the administrator password.</li> |
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<li>The configured authentication urls are unavailable and you need to configure new ones.</li> |
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</ul> |
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<p>In this case, you will need to edit the Metacat configuration file by hand and |
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make the changes. This insures that only a person who has access to the Metacat |
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server and the configuration files on that server will be able to change the |
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administrator accounts</p> |
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<p>Stop Tomcat and edit the Metacat properties file at:</p> |
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<div class="code"><webapp_dir>/<context_dir>/WEB-INF/metacat.properties</div> |
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<p>where <webapp_dir> is the place that Tomcat looks for applications and |
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<context_dir> is the name of the Metacat application (usually knb). Change the |
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following properties appropriately:</p> |
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<ul> |
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<li>auth.administrators - a colon separated list of administrators</li> |
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<li>auth.url - the authenication server url</li> |
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<li>auth.surl - the authentication secure server url</li> |
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</ul> |
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<p>Save the metacat.properties file and start Tomcat.</p> |
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<a name="AdminLogin"></a><div class="header1">Admin Log In</div> |
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<a name="AdminLoginOverview"></a><div class="header2">Admin Log In Overview</div> |
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<p>Once authentication has been configured, you will be required to login as an |
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administrative user if you haven't already. You will be taken to |
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the administrator login screen (fig 2). You can also get to the login |
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screen by choosing the "log in as different user" link at the bottom of |
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any configuration screen.</p> |
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<img class="screenshot" src="./images/admin-login.png"/> |
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<div class="fig-text"> fig 2 </div> |
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<a name="LoggingIn"></a><div class="header2">Logging In</div> |
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<p>You need to log in with an account that was configured as an administrative |
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user in the authentication configuration section. If you did not set up the correct user |
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there, you will need to go through the |
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<a href="#ConfigAuthNoAuth">Changing Authentication Configuration Without Authentication</a> |
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instructions to set up the user.</p> |
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<p>Enter your user name. This is one of the Metacat administrators that you |
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entered in authenticationuthentication configuration. Enter your password and |
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hit the "Login" button. You should successfully log in.</p> |
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<a name="MainConfig"></a><div class="header1">Main Configuration Page</div> |
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<a name="MainConfigOverview"></a><div class="header2">Main Configuration Overview</div> |
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<p>The main configuration screen acts as a gateway into individual configuration |
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sections (fig 3). You should see that the authentication is already configured.</p> |
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<p>Each section is listed with a status to the left which can be one of:</p> |
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<ul> |
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<li><font color="red">[unconfigured]</font> - the section has yet to be configured</li> |
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<li><font color="green">[configured]</font> - the section has been configured</li> |
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<li> |
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<font color="green">[bypassed]</font> - this is currently only used for Geoserver |
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configuration. The administrator can choose not to configure the Geoserver user/password. |
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In essence, the bypass status acts like the configured status. |
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</li> |
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</ul> |
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<p>To the right of each section is an option which can be one of: |
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<ul> |
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<li>Configure Now - click on this link to configure that section</li> |
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<li>Reconfigure Now - the section was already configured, but you can choose to reconfigure it.</li> |
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<li> |
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Configure Global Properties First - this section has a dependency on the global |
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properties section. Once global properties is configured, the option to configure |
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this section should become available. |
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</li> |
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<li>Version: X.X.X - this is used for the Database Installation/Upgrade section. The system |
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detects the database schema version. If that version is the same as the application version, |
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that version will be displayed (i.e. 1.9.0) and no further database configuration is |
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required. |
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</li> |
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</ul> |
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<p>All sections must be in a configured or bypassed state in order to run Metacat.</p> |
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<img class="screenshot" src="./images/main-config.png"/> |
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<div class="fig-text"> fig 3 </div> |
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<a name="GlobalConfig"></a><div class="header1">Global Properties Configuration</div> |
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<a name="GlobalConfigOverview"></a><div class="header2">Global Properties Overview</div> |
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<p>Metacat global properties are the bulk of the core properties needed to run Metacat |
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(fig 4). For detailed instructions on setting these properties, refer to the blue |
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question mark icon to the right of each property. Be sure that each of these are set |
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appropriately.</p> |
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<img class="screenshot" src="./images/global-config.png"/> |
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<div class="fig-text"> fig 4 </div> |
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<a name="AutoDetection"></a><div class="header2">Property Auto-Detection</div> |
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<p>The first time you install Metacat, the system will attempt to auto-detect |
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some values. These are:</p> |
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<ul> |
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<li>Metacat Context - Name of the context under which Metacat will run. This is the name |
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of the Metacat war file that was deployed (minus the .war extension).</li> |
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<li>Server Name - The DNS name of the server where Metacat will be available, not including |
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port numbers or the http:// header.</li> |
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<li>HTTP Port - The non-secure port where Metacat will be available. </li> |
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<li>HTTP SSL Port - The secure port where Metacat will be available.</li> |
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<li>Deploy Location - The directory where the application is deployed.</li> |
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</ul> |
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<p>You should be extra careful that these were detected correctly.</p> |
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<a name="GlobalConfigBackup"></a><div class="header2">Global Property Backup</div> |
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<p>When you save global properties, they are saved in a backup file that is |
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located in the following directory on linux:</p> |
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<div class="code">/var/metacat/.metacat</div> |
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and on windows: |
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<div class="code">C:\Program Files\metacat\.metacat</div> |
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<p>When you update Metacat, the system will look for these backed up properties |
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so you won't have to re-enter all the information from previous installs.</p> |
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<a name="SkinsConfig"></a><div class="header1">Skins Configuration</div> |
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<a name="SkinsConfigOverview"></a><div class="header2">Skins Overview</div> |
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<p>Metacat allows for a customized look and feel for the Metacat front end and for the |
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online data registry services. There are two major functions provided by the |
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skins configuration. The first is to choose which skin will be the default. The |
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second will be to configure the look and feel of the online data registry pages. For |
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more information on the online data registry option, refer to the |
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<a href="./registry_installation.html">Metacat Registry Installation</a> documentation.</p> |
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<p>Note that if you are not using the online registry, and you don't have a custom skin, |
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you can just save the default skins configuration and move on to the next configuration |
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section.</p> |
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<a name="ChoosingDefaultSkin"></a><div class="header2">Choosing a Default Skin</div> |
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<p>There are several skins available to choose from in Metacat (fig 5). If you have a |
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skin that has been developed specifically for your instance of Metacat, you should |
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select the checkbox next to that skin. When you do, the form will open up with |
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several options for that skin (fig 6). choose the 'Make "skin_name" default" radio selection. |
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You should see "(default)" appear next to that skin name. Save the configuration |
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and that skin will be the one that appears when users visit your Metacat site. Note |
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that if you do not have a custom skin, you should leave your skin as the "default" skin.</p> |
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<img class="screenshot" src="./images/skins-config.png"/> |
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<div class="fig-text"> fig 5 </div> |
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<a name="ConfigOnlineRegistry"></a><div class="header2">Configuring Online Registry</div> |
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<p>The online registry code provides a web interface for entering data into Metacat. The |
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screens are somewhat configurable as far as which fields show up and which are required. |
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You should select each for which you want to activate the registry and then select the |
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appropriate fields for that skin.</p> |
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<img class="screenshot" src="./images/skins-config-2.png"/> |
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<div class="fig-text"> fig 6 </div> |
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<a name="DatabaseConfig"></a><div class="header1">Database Configuration</div> |
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<a name="DatabaseConfigOverview"></a><div class="header2">Database Configuration Overview</div> |
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<p>Metacat will detect the schema version of your database, and upgrade it if necessary. Once the |
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global Metacat properties have been configured, the Database Installation/Upgrade link |
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will become active on the main Metacat configuration page (see fig 3).</p> |
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<a name="DatabaseNewInstall"></a><div class="header2">New Database Installation</div> |
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<p>If this is a installation of Metacat, the database install/upgrade utility will |
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inform you of this (fig 7). It will list the sql scripts that will get run in order |
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to create a database schema for the version of Metacat that you are installing. If |
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there is any question as to whether the database is new, you should choose to cancel. |
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When you choose to continue, the server will run the scripts you saw earlier.</p> |
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<img class="screenshot" src="./images/database-config.png"/> |
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<div class="fig-text"> fig 7 </div> |
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<a name="DatabaseUpgrade"></a><div class="header2">Database Upgrade</div> |
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<p>If this is an upgrade of Metacat, the database install/upgrade utility will |
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inform you of the current version of the database (fig 7). It will list the sql scripts |
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that will get run in order to update the database schema to the upgraded version of |
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Metacat. If there is any question as to whether the detected database schema version is |
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correct, you should choose to cancel. When you choose to continue, the server will run |
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the scripts you saw earlier.</p> |
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<img class="screenshot" src="./images/database-config-2.png"/> |
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<div class="fig-text"> fig 8 </div> |
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<a name="GeoserverConfig"></a><div class="header1">Geoserver Configuration</div> |
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<a name="GeoserverOverview"></a><div class="header2">Geoserver Configuration Overview</div> |
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<p>Metacat comes bundled with a Web Mapping Service called Geoserver which |
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converts spatial data into web-deliverable map images. For more information, see the |
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<a href="./spatial_option.html">Metacat Spatial Option documentation</a>. Geoserver |
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installs with a default admin username and password. You should change these so that |
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only local administrators can make changes to Geoserver.</p> |
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<a name="GeoserverUpdatePassword"></a><div class="header2">Geoserver Password Update</div> |
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<p>When you choose the Geoserver Configuration link on the main configuratio page, you |
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will go to a page that will prompt you for a user name and password (fig 9). When you |
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enter a user name and password, the metacat server will contact the embedded Geoserver |
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server and change the login credentails.</p> |
|
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<p>You also have the option of choosing "bypass". This will leave Geoserver configured |
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with the default user name and password. The main configuration screen will show the |
|
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bypassed status. The system will interpret the bypassed status the same as the configured |
|
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status.</p> |
|
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<img class="screenshot" src="./images/geoserver-config.png"/> |
|
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<div class="fig-text"> fig 9 </div> |
|
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<a name="GeoserverManualUpdate"></a><div class="header2">Geoserver Manual Update</div> |
|
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<p>You also have the option of changeing the Geoserver username and password by logging |
|
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in directly to the Geoserver. For more information on changing the credentials directly, |
|
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refer to the <a href="./geoserver-manual-configure.html">Geoserver Password Change documentation</a>. |
|
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Note that once you change the credentails manually, you will not be able to use the |
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Metacat admin tool to change it again (until a new Metacat Upgrade or installation). |
|
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<a name="CompleteConfig"></a><div class="header1">Complete the Metacat Configuration</div> |
|
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At this point, all the sections of the main configuration should be in a configured or |
|
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bypassed state (fig 10). If you are configuring because of a Metacat install or upgrade, |
|
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you will have the option to click on the "go to metacat" link and you should get taken |
|
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directly to the running version of Metacat. Note that this may take some time depending |
|
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on the amount of data in your database, since Metacat goes through an indexing process |
|
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at start-up time.</p> |
|
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|
|
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<p>If you are reconfiguring an already running version of Metacat, you will not have the |
|
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option to go directly back to Metacat. You will need to restart the server (Tomcat).</p> |
|
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<img class="screenshot" src="./images/main-config-2.png"/> |
|
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<div class="fig-text"> fig 10 </div> |
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docs/dev/building-metacat.html | ||
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65 | 65 |
<li>build.tomcat.dir - Metacat will look for some HttpServlet libraries in the local |
66 | 66 |
Tomcat directories. Make sure this value is set to your local Tomcat installation |
67 | 67 |
directory.</li> |
68 |
<li>dev.deploy.dir - the automated development build (dev-install) will deploy your
|
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<li>app.deploy.dir - the automated installation build (install) will deploy your
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war file for you and clean up old application directories. Make sure this is set |
70 | 70 |
to the directory where Tomcat looks for its applications.</li> |
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<li>cvsroot - if your cvs user is different than the user you are using to build metacat, |
... | ... | |
113 | 113 |
</ul> |
114 | 114 |
|
115 | 115 |
<a name="AutomatedBuild"></a><div class="header1">Automated Build</div> |
116 |
<p>There is an ant target called "dev-install" that was created specifically for |
|
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local develoment building and deploying. What it does is: |
|
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<p>The ant "install" target controls deploying Metacat locally. This can be |
|
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used for source distributions or code that was checked out of the repository. |
|
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What is does is:</p> |
|
118 | 119 |
<ul> |
119 | 120 |
<li>Builds the Metacat project, resulting in a war file.</li> |
120 |
<li>Moves the war file to the dev.deploy.dir that you set in build.properties</li>
|
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<li>Removes the existing application directory from the dev.deploy.dir.</li>
|
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<li>Moves the war file to the app.deploy.dir that you set in build.properties</li>
|
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<li>Removes the existing application directory from the app.deploy.dir.</li>
|
|
122 | 123 |
</ul> |
123 | 124 |
Typical usage would be something like:</p> |
124 |
<div class="code">ant fullclean dev-install</div>
|
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<div class="code">ant fullclean install</div> |
|
125 | 126 |
|
126 | 127 |
<a name="ManualBuild"></a><div class="header1">Manual Build</div> |
127 | 128 |
<p>You can also build the Metacat war file and deploy manually. To build and create the |
docs/user/properties.html | ||
---|---|---|
34 | 34 |
</p> |
35 | 35 |
|
36 | 36 |
<p> |
37 |
The most dynamic properties are modified using the internal <a href="./metacatconfigure.html">Metacat configuration utility </a>. |
|
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The most dynamic properties are modified using the internal <a href="./metacat-configure.html">Metacat configuration utility </a>.
|
|
38 | 38 |
However, it may be necessary to manually edit a configuration file to update more static values. |
39 | 39 |
</p> |
40 | 40 |
|
... | ... | |
48 | 48 |
<li> <b>Set Method</b> - how does the value get set in the properties file. There are |
49 | 49 |
two options: |
50 | 50 |
<ul> |
51 |
<li> Configuration Utility - the value is set via the internal <a href="./metacatconfigure.html">Metacat configuration utility </a></li> |
|
51 |
<li> Configuration Utility - the value is set via the internal <a href="./metacat-configure.html">Metacat configuration utility </a></li>
|
|
52 | 52 |
<li> Manually - the value is set to a default that can only be changed by manually editing the configuration file. </li> |
53 | 53 |
</ul> |
54 | 54 |
<li> <b>Example</b> - an example setting for the property.</li> |
docs/user/metacat-configure.html | ||
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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: 2008 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 Configuration Instructions</title> |
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<link rel="stylesheet" type="text/css" href="./common.css"> |
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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 Configuration</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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<div class="header1">Table of Contents</div> |
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<div class="toc"> |
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<div class="toc1"><a href="#Overview">Overview</a></div> |
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<div class="toc2"><a href="#MetacatConfiguration">Metacat Configuration</a></div> |
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<div class="toc2"><a href="#ConfigurationRules">Configuration Rules</a></div> |
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<div class="toc1"><a href="#authConfig">Authentication Configuration</a></div> |
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<div class="toc2"><a href="#AuthOverview">Authentication Overview</a></div> |
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<div class="toc2"><a href="#GetToAuthConfig">Getting to the Authentication Configuration</a></div> |
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<div class="toc2"><a href="#ConfigAuthNoAuth">Changing Authentication Configuration Without Authentication</a></div> |
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<div class="toc1"><a href="#AdminLogin">Admin Log In</a></div> |
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<div class="toc2"><a href="#AdminLoginOverview">Admin Log In</a></div> |
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<div class="toc2"><a href="#LoggingIn">Logging In</a></div> |
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<div class="toc1"><a href="#MainConfig">Main Configuration Page</a></div> |
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<div class="toc2"><a href="#MainConfigOverview">Main Configuration Overview</a></div> |
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<div class="toc1"><a href="#GlobalConfig">Global Properties Configuration</a></div> |
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<div class="toc2"><a href="#GlobalConfigOverview">Global Properties Overview</a></div> |
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<div class="toc2"><a href="#AutoDetection">Property Auto-Detection</a></div> |
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<div class="toc2"><a href="#GlobalConfigBackup">Global Property Backup</a></div> |
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<div class="toc1"><a href="#SkinsConfig">Skins Configuration</a></div> |
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<div class="toc2"><a href="#SkinsConfigOverview">Skins Overview</a></div> |
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<div class="toc2"><a href="#ChoosingDefaultSkin">Choosing a Default Skin</a></div> |
|
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<div class="toc2"><a href="#ConfigOnlineRegistry">Configuring Online Registry</a></div> |
|
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<div class="toc1"><a href="#DatabaseConfig">Database Configuration</a></div> |
|
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<div class="toc2"><a href="#DatabaseConfigOverview">Database Configuration Overview</a></div> |
|
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<div class="toc2"><a href="#DatabaseNewInstall">New Database Installation</a></div> |
|
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<div class="toc2"><a href="#DatabaseUpgrade">Database Upgrade</a></div> |
|
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<div class="toc1"><a href="#GeoserverConfig">Geoserver Configuration</a></div> |
|
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<div class="toc2"><a href="#GeoserverUpdatePassword">Geoserver Password Update</a></div> |
|
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<div class="toc2"><a href="#GeoserverManualUpdate">Geoserver Manual Update</a></div> |
|
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<div class="toc1"><a href="#CompleteConfig">Complete the Metacat Configuration</a></div> |
|
74 |
</div> |
|
75 |
|
|
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<a name="Overview"></a><div class="header1">Overview</div> |
|
77 |
<a name="MetacatConfiguration"></a><div class="header2">Metacat Configuration</div> |
|
78 |
<p>As of version 1.9.0, Metacat configuration is done internally by the application. When |
|
79 |
Metacat (Tomcat) is started, it will check to see if it is configured. If not, you will be |
|
80 |
automatically sent to the configuration pages. </p> |
|
81 |
|
|
82 |
<p>If the installation is new, or the previous version is before 1.9.0, you will |
|
83 |
need to pay close attention to the configuration values. If you have upgraded |
|
84 |
Metacat, and the previous version is 1.9.0 or later, Metacat will pull existing |
|
85 |
values from a backup location. You should still verify that the values are |
|
86 |
correct.</p> |
|
87 |
|
|
88 |
<p>Get to Metacat on your server by entering into the browser:</p> |
|
89 |
<div class="code">http://<your_context_url></div> |
|
90 |
<p>Where <your_context_url> is the url where Metacat will be served followed |
|
91 |
by the name of the war file(application context) that you installed. For instance, |
|
92 |
the KNB production Metacat url is:</p> |
|
93 |
<div class="code">http://knb.ecoinformatics.org/knb</div> |
|
94 |
|
|
95 |
<p>You can always go to the configuration screen from within Metacat by typing: |
|
96 |
<div class="code"><your_context_url>/admin</div> |
|
97 |
|
|
98 |
<a name="ConfigurationRules"></a><div class="header2">Configuration Rules</div> |
|
99 |
<p>The system will follow these rules in order to determine the order |
|
100 |
that the configuration will occur:</p> |
|
101 |
|
|
102 |
<ul> |
|
103 |
<li> |
|
104 |
Always prompt the user for the backup directories with the |
|
105 |
<a HREF="#BackupConfig">Backup Configuration Section</a>. |
|
106 |
You will need to have backup directories configured in order |
|
107 |
to continue with configuration. |
|
108 |
</li> |
|
109 |
<li> |
|
110 |
Is Authentication Configured? If not, show |
|
111 |
<a HREF="#AuthConfig">Authentication Configuration Section</a>. |
|
112 |
You will need to have authorizaiton configured in order to define administrative accounts |
|
113 |
and authenticate as one of these users. |
|
114 |
</li> |
|
115 |
<li> |
|
116 |
Are you logged in as an administrative user? If not, show |
|
117 |
<a HREF="#AdminLogin">Administrator Login Page</a>. |
|
118 |
You can only configure Metacat as an administrator. |
|
119 |
</li> |
|
120 |
<li> |
|
121 |
Are main properties, skins or database unconfigured? If so, show |
|
122 |
<a HREF="#MainConfig">Main Configuration Page</a> |
|
123 |
Note that you will not be able to select the database configuration utility |
|
124 |
until main properties have been configured. |
|
125 |
</li> |
|
126 |
<li> |
|
127 |
Are all sections configured? If so, show |
|
128 |
<a HREF="#MainConfig">Main Configuration Page</a> which |
|
129 |
include instructions for going to Metacat server (or restarting Metacat if you |
|
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are reconfiguring a running server). |
|
131 |
</li> |
|
132 |
</ul> |
|
133 |
|
|
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<p> See the following sections for descriptions of how each of these work. For more |
|
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information on each field, click on the blue question mark icon to the right.</p> |
|
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|
137 |
<a name="BackupConfig"></a><div class="header1">Backup Configuration</div> |
|
138 |
<a name="BackupOverview"></a><div class="header2">Backup Overview</div> |
|
139 |
<p>Metacat backs up all configured values to a directory outside the application |
|
140 |
installation directories. This is so that we can preserve the configuration even |
|
141 |
after you upgrade Metacat (and the application directories get removed).</p> |
|
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|
|
143 |
<p>Since a new installation/upgrade won't know where this external directory is, it will |
|
144 |
go through a discovery algorithm to give a best guess and pre-populate this value on the |
|
145 |
Backup Directory Configuration screen (see fig 1). The algorithm is: |
|
146 |
|
|
147 |
<ul> |
|
148 |
<li>Look for a saved backup location file in the user home dir - Is there a file named |
|
149 |
<user_home>/.metacat/backup-location for the user that started tomcat? if so, does |
|
150 |
it contain a single line which is a readable directory? This directory was the backup |
|
151 |
directory used during a previous install. Return that directory.</li> |
|
152 |
<li>Look for an existing hidden (.metacat) directory in a default system directory. Get |
|
153 |
the default base directory for the OS. (See application.windowsBackupBaseDir and |
|
154 |
application.linuxBackupBaseDir in metacat.properties.) If a directory called |
|
155 |
<base_dir>/metacat/.metacat exists, return <base_dir>/metacat.</li> |
|
156 |
<li> Look for an existing hidden (.metacat) directory in the user directory. If a directory |
|
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called <user_home>/.metacat exists for the user that started tomcat, return <user_home>.</li> |
|
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<li> Is the <base_dir> writable by the user that started tomcat? If so, return <base_dir></li> |
|
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<li> Does the <user_home> exist? If so, return <user_home></li> |
|
160 |
<li> Otherwise, return null </li> |
|
161 |
</ul> |
|
162 |
<img class="screenshot" src="./images/backup-config.png"/> |
|
163 |
<div class="fig-text"> fig 1 </div> |
|
164 |
|
|
165 |
<a name="ConfigBackup"></a><div class="header2">Configure Backup</div> |
|
166 |
<p>If the pre-populated value is incorrect, you should change it to the correct |
|
167 |
directory</p> |
|
168 |
|
|
169 |
<a name="AuthConfig"></a><div class="header1">Authentication Configuration</div> |
|
170 |
<a name="AuthOverview"></a><div class="header2">Authentication Overview</div> |
|
171 |
<p>Metacat uses LDAP as it's primary authentication mechanism, but you can define |
|
172 |
your own mechanism by creating a java class that implements |
|
173 |
AuthInterface. The configuration values needed are Authentication Class, Authentication URL, |
|
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Authentication Secure URL and Metacat Administrators. You need |
|
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to verify that the the Authentication URL and Authentication Secure URL are correct (fig 2). |
|
176 |
<span class="emphasis">You need to make sure that your user |
|
177 |
account is entered into the Metacat Administrators field. You will not be allowed |
|
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to continue with configuration if this is missing.</span> |
|
179 |
|
|
180 |
<img class="screenshot" src="./images/auth-config.png"/> |
|
181 |
<div class="fig-text"> fig 2 </div> |
|
182 |
|
|
183 |
<a name="GetToAdminConfig"></a><div class="header2">Getting to the Authentication Configuration</div> |
|
184 |
<p>You will automatically be sent to the Authentication Configuration page if this is a new |
|
185 |
installation or upgrade.</p> |
|
186 |
|
|
187 |
<p>You can also get to the Administrative configuration from a running Metacat by typing:</p> |
|
188 |
<div class="code"><your_context_url>/admin</div> |
|
189 |
<p>You will be required to log in as an administrator and restart Metacat once you |
|
190 |
make changes.</p> |
|
191 |
|
|
192 |
<a name="ConfigAuthNoAuth"></a><div class="header2">Changing Authentication Configuration Without Authentication</div> |
|
193 |
<p>There is one exception to the log in rule. That is when you need to change or add |
|
194 |
authentication information, but you can't authenticate using the existing setup. For example:</p> |
|
195 |
|
|
196 |
<ul> |
|
197 |
<li>The existing Metacat administrator is no longer available</li> |
|
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<li>You forgot the administrator password.</li> |
|
199 |
<li>The configured authentication urls are unavailable and you need to configure new ones.</li> |
|
200 |
</ul> |
|
201 |
|
|
202 |
<p>In this case, you will need to edit the Metacat configuration file by hand and |
|
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make the changes. This insures that only a person who has access to the Metacat |
|
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server and the configuration files on that server will be able to change the |
|
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administrator accounts</p> |
|
206 |
|
|
207 |
<p>Stop Tomcat and edit the Metacat properties file at:</p> |
|
208 |
<div class="code"><webapp_dir>/<context_dir>/WEB-INF/metacat.properties</div> |
|
209 |
<p>where <webapp_dir> is the place that Tomcat looks for applications and |
|
210 |
<context_dir> is the name of the Metacat application (usually knb). Change the |
|
211 |
following properties appropriately:</p> |
|
212 |
|
|
213 |
<ul> |
|
214 |
<li>auth.administrators - a colon separated list of administrators</li> |
|
215 |
<li>auth.url - the authenication server url</li> |
|
216 |
<li>auth.surl - the authentication secure server url</li> |
|
217 |
</ul> |
|
218 |
|
|
219 |
<p>Save the metacat.properties file and start Tomcat.</p> |
|
220 |
|
|
221 |
<a name="AdminLogin"></a><div class="header1">Admin Log In</div> |
|
222 |
<a name="AdminLoginOverview"></a><div class="header2">Admin Log In Overview</div> |
|
223 |
<p>Once authentication has been configured, you will be required to login as an |
|
224 |
administrative user if you haven't already. You will be taken to |
|
225 |
the administrator login screen (fig 2). You can also get to the login |
|
226 |
screen by choosing the "log in as different user" link at the bottom of |
|
227 |
any configuration screen.</p> |
|
228 |
|
|
229 |
<img class="screenshot" src="./images/admin-login.png"/> |
|
230 |
<div class="fig-text"> fig 3 </div> |
|
231 |
|
|
232 |
<a name="LoggingIn"></a><div class="header2">Logging In</div> |
|
233 |
<p>You need to log in with an account that was configured as an administrative |
|
234 |
user in the authentication configuration section. If you did not set up the correct user |
|
235 |
there, you will need to go through the |
|
236 |
<a href="#ConfigAuthNoAuth">Changing Authentication Configuration Without Authentication</a> |
|
237 |
instructions to set up the user.</p> |
|
238 |
|
|
239 |
<p>Enter your user name. This is one of the Metacat administrators that you |
|
240 |
entered in authenticationuthentication configuration. Enter your password and |
|
241 |
hit the "Login" button. You should successfully log in.</p> |
|
242 |
|
|
243 |
<a name="MainConfig"></a><div class="header1">Main Configuration Page</div> |
|
244 |
<a name="MainConfigOverview"></a><div class="header2">Main Configuration Overview</div> |
|
245 |
<p>The main configuration screen acts as a gateway into individual configuration |
|
246 |
sections (fig 4). You should see that the authentication is already configured.</p> |
|
247 |
|
|
248 |
<p>Each section is listed with a status to the left which can be one of:</p> |
|
249 |
<ul> |
|
250 |
<li><font color="red">[unconfigured]</font> - the section has yet to be configured</li> |
|
251 |
<li><font color="green">[configured]</font> - the section has been configured</li> |
|
252 |
<li> |
|
253 |
<font color="green">[bypassed]</font> - this is currently only used for Geoserver |
|
254 |
configuration. The administrator can choose not to configure the Geoserver user/password. |
|
255 |
In essence, the bypass status acts like the configured status. |
|
256 |
</li> |
|
257 |
</ul> |
|
258 |
|
|
259 |
<p>To the right of each section is an option which can be one of: |
|
260 |
<ul> |
|
261 |
<li>Configure Now - click on this link to configure that section</li> |
|
262 |
<li>Reconfigure Now - the section was already configured, but you can choose to reconfigure it.</li> |
|
263 |
<li> |
|
264 |
Configure Global Properties First - this section has a dependency on the global |
|
265 |
properties section. Once global properties is configured, the option to configure |
|
266 |
this section should become available. |
|
267 |
</li> |
|
268 |
<li>Version: X.X.X - this is used for the Database Installation/Upgrade section. The system |
|
269 |
detects the database schema version. If that version is the same as the application version, |
|
270 |
that version will be displayed (i.e. 1.9.0) and no further database configuration is |
|
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required. |
|
272 |
</li> |
|
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</ul> |
|
274 |
|
|
275 |
<p>All sections must be in a configured or bypassed state in order to run Metacat.</p> |
|
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|
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<img class="screenshot" src="./images/main-config.png"/> |
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<div class="fig-text"> fig 4 </div> |
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<a name="GlobalConfig"></a><div class="header1">Global Properties Configuration</div> |
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<a name="GlobalConfigOverview"></a><div class="header2">Global Properties Overview</div> |
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<p>Metacat global properties are the bulk of the core properties needed to run Metacat |
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(fig 5). For detailed instructions on setting these properties, refer to the blue |
|
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question mark icon to the right of each property. Be sure that each of these are set |
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appropriately.</p> |
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<img class="screenshot" src="./images/global-config.png"/> |
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<div class="fig-text"> fig 5 </div> |
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|
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<a name="AutoDetection"></a><div class="header2">Property Auto-Detection</div> |
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<p>The first time you install Metacat, the system will attempt to auto-detect |
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some values. These are:</p> |
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|
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<ul> |
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<li>Metacat Context - Name of the context under which Metacat will run. This is the name |
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of the Metacat war file that was deployed (minus the .war extension).</li> |
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<li>Server Name - The DNS name of the server where Metacat will be available, not including |
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port numbers or the http:// header.</li> |
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<li>HTTP Port - The non-secure port where Metacat will be available. </li> |
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<li>HTTP SSL Port - The secure port where Metacat will be available.</li> |
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<li>Deploy Location - The directory where the application is deployed.</li> |
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</ul> |
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<p>You should be extra careful that these were detected correctly.</p> |
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|
|
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<a name="GlobalConfigBackup"></a><div class="header2">Global Property Backup</div> |
|
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<p>When you save global properties, they are saved in a backup file that is |
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located in the following directory on linux:</p> |
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<div class="code">/var/metacat/.metacat</div> |
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and on windows: |
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<div class="code">C:\Program Files\metacat\.metacat</div> |
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<p>When you update Metacat, the system will look for these backed up properties |
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so you won't have to re-enter all the information from previous installs.</p> |
|
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|
|
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<a name="SkinsConfig"></a><div class="header1">Skins Configuration</div> |
|
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<a name="SkinsConfigOverview"></a><div class="header2">Skins Overview</div> |
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<p>Metacat allows for a customized look and feel for the Metacat front end and for the |
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online data registry services. There are two major functions provided by the |
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skins configuration. The first is to choose which skin will be the default. The |
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second will be to configure the look and feel of the online data registry pages. For |
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more information on the online data registry option, refer to the |
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<a href="./registry_installation.html">Metacat Registry Installation</a> documentation.</p> |
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|
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<p>Note that if you are not using the online registry, and you don't have a custom skin, |
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you can just save the default skins configuration and move on to the next configuration |
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section.</p> |
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|
|
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<a name="ChoosingDefaultSkin"></a><div class="header2">Choosing a Default Skin</div> |
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<p>There are several skins available to choose from in Metacat (fig 6). If you have a |
|
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skin that has been developed specifically for your instance of Metacat, you should |
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select the checkbox next to that skin. When you do, the form will open up with |
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several options for that skin (fig 6). choose the 'Make "skin_name" default" radio selection. |
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You should see "(default)" appear next to that skin name. Save the configuration |
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and that skin will be the one that appears when users visit your Metacat site. Note |
|
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that if you do not have a custom skin, you should leave your skin as the "default" skin.</p> |
|
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|
|
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<img class="screenshot" src="./images/skins-config.png"/> |
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<div class="fig-text"> fig 6 </div> |
|
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|
|
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<a name="ConfigOnlineRegistry"></a><div class="header2">Configuring Online Registry</div> |
|
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<p>The online registry code provides a web interface for entering data into Metacat. The |
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screens are somewhat configurable as far as which fields show up and which are required. |
|
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You should select each for which you want to activate the registry and then select the |
|
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appropriate fields for that skin.</p> |
|
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|
|
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<img class="screenshot" src="./images/skins-config-2.png"/> |
|
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<div class="fig-text"> fig 7 </div> |
|
348 |
|
|
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<a name="DatabaseConfig"></a><div class="header1">Database Configuration</div> |
|
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<a name="DatabaseConfigOverview"></a><div class="header2">Database Configuration Overview</div> |
|
351 |
<p>Metacat will detect the schema version of your database, and upgrade it if necessary. Once the |
|
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global Metacat properties have been configured, the Database Installation/Upgrade link |
|
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will become active on the main Metacat configuration page (see fig 4).</p> |
|
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|
|
355 |
<a name="DatabaseNewInstall"></a><div class="header2">New Database Installation</div> |
|
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<p>If this is a installation of Metacat, the database install/upgrade utility will |
|
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inform you of this (fig 8). It will list the sql scripts that will get run in order |
|
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to create a database schema for the version of Metacat that you are installing. If |
|
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there is any question as to whether the database is new, you should choose to cancel. |
|
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When you choose to continue, the server will run the scripts you saw earlier.</p> |
|
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<img class="screenshot" src="./images/database-config.png"/> |
|
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<div class="fig-text"> fig 8 </div> |
|
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|
|
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<a name="DatabaseUpgrade"></a><div class="header2">Database Upgrade</div> |
|
365 |
<p>If this is an upgrade of Metacat, the database install/upgrade utility will |
|
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inform you of the current version of the database (fig 9). It will list the sql scripts |
|
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that will get run in order to update the database schema to the upgraded version of |
|
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Metacat. If there is any question as to whether the detected database schema version is |
|
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correct, you should choose to cancel. When you choose to continue, the server will run |
|
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the scripts you saw earlier.</p> |
|
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<img class="screenshot" src="./images/database-config-2.png"/> |
|
372 |
<div class="fig-text"> fig 9 </div> |
|
373 |
|
|
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<a name="GeoserverConfig"></a><div class="header1">Geoserver Configuration</div> |
|
375 |
<a name="GeoserverOverview"></a><div class="header2">Geoserver Configuration Overview</div> |
|
376 |
<p>Metacat comes bundled with a Web Mapping Service called Geoserver which |
|
377 |
converts spatial data into web-deliverable map images. For more information, see the |
|
378 |
<a href="./spatial_option.html">Metacat Spatial Option documentation</a>. Geoserver |
|
379 |
installs with a default admin username and password. You should change these so that |
|
380 |
only local administrators can make changes to Geoserver.</p> |
|
381 |
<a name="GeoserverUpdatePassword"></a><div class="header2">Geoserver Password Update</div> |
|
382 |
<p>When you choose the Geoserver Configuration link on the main configuratio page, you |
|
383 |
will go to a page that will prompt you for a user name and password (fig 10). When you |
|
384 |
enter a user name and password, the metacat server will contact the embedded Geoserver |
|
385 |
server and change the login credentails.</p> |
|
386 |
<p>You also have the option of choosing "bypass". This will leave Geoserver configured |
|
387 |
with the default user name and password. The main configuration screen will show the |
|
388 |
bypassed status. The system will interpret the bypassed status the same as the configured |
|
389 |
status.</p> |
|
390 |
|
|
391 |
<img class="screenshot" src="./images/geoserver-config.png"/> |
|
392 |
<div class="fig-text"> fig 10 </div> |
|
393 |
|
|
394 |
<a name="GeoserverManualUpdate"></a><div class="header2">Geoserver Manual Update</div> |
|
395 |
<p>You also have the option of changeing the Geoserver username and password by logging |
|
396 |
in directly to the Geoserver. For more information on changing the credentials directly, |
|
397 |
refer to the <a href="./geoserver-manual-configure.html">Geoserver Password Change documentation</a>. |
|
398 |
Note that once you change the credentails manually, you will not be able to use the |
|
399 |
Metacat admin tool to change it again (until a new Metacat Upgrade or installation). |
|
400 |
<a name="CompleteConfig"></a><div class="header1">Complete the Metacat Configuration</div> |
|
401 |
At this point, all the sections of the main configuration should be in a configured or |
|
402 |
bypassed state (fig 11). If you are configuring because of a Metacat install or upgrade, |
|
403 |
you will have the option to click on the "go to metacat" link and you should get taken |
|
404 |
directly to the running version of Metacat. Note that this may take some time depending |
|
405 |
on the amount of data in your database, since Metacat goes through an indexing process |
|
406 |
at start-up time.</p> |
|
407 |
|
|
408 |
<p>If you are reconfiguring an already running version of Metacat, you will not have the |
|
409 |
option to go directly back to Metacat. You will need to restart the server (Tomcat).</p> |
|
410 |
<img class="screenshot" src="./images/main-config-2.png"/> |
|
411 |
<div class="fig-text"> fig 11 </div> |
|
0 | 412 |
docs/user/metacat-windows-install.html | ||
---|---|---|
157 | 157 |
</ul> |
158 | 158 |
|
159 | 159 |
<a name="ConfigureMetacatInstall"></a><div class="header2">Configure Metacat</div> |
160 |
<p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a> |
|
160 |
<p>Refer to the documentation on <a href="./metacat-configure.html">Metacat Confguration</a>
|
|
161 | 161 |
to complete your installation of Metacat.</p> |
162 | 162 |
|
163 | 163 |
<a name="QuickUpdate"></a><div class="header1">Quick Update</div> |
... | ... | |
195 | 195 |
</ul> |
196 | 196 |
|
197 | 197 |
<a name="ConfigureMetacatUpdate"></a><div class="header2">Configure Metacat</div> |
198 |
<p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a> |
|
198 |
<p>Refer to the documentation on <a href="./metacat-configure.html">Metacat Confguration</a>
|
|
199 | 199 |
to complete your installation of Metacat.</p> |
200 | 200 |
|
201 | 201 |
<br> |
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