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Added by daigle almost 16 years ago

Add source build instructions

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docs/user/metacat-linux-install.html
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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="#Intro">Introduction</a></div> 
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      <div class="toc2"><a href="#DifferentOptions">Different Installation Options</a></div> 
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      <div class="toc2"><a href="#ThisDoc">Organization Of This Page</a></div>
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    <div class="toc1"><a href="#QuickInstallation">Quick Installation</a></div> 
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      <div class="toc2"><a href="#DownloadMetacatInstall">Download Metacat Package</a></div> 
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      <div class="toc2"><a href="#CreateDirs">Create Metacat Directories</a></div> 
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      <div class="toc2"><a href="#AdditionalSoftwareAnt">Ant</a></div>
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      <div class="toc2"><a href="#AdditionalSoftwareTomcat">Tomcat</a></div>
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    <div class="toc1"><a href="#DownloadingMetacat">Download Metacat and Get War File</a></div>
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      <div class="toc2"><a href="#DownloadMetacatBinary">Download Metacat Binary and Create War File</a></div>
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      <div class="toc2"><a href="#DownloadMetacatSource">Download Metacat Source and Create War File</a></div>
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      <div class="toc2"><a href="#DownloadMetacatBinary">Download Metacat Binary and Get War File</a></div>
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      <div class="toc2"><a href="#DownloadMetacatSourceDist">Download Metacat Source Distribution</a></div>
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      <div class="toc2"><a href="#DownloadMetacatSourceSVN">Download Metacat Source From SVN</a></div>
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      <div class="toc2"><a href="#CreateSourceWar">Create War From Source</a></div>
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    <div class="toc1"><a href="#InstallingMetacat">Installing Metacat</a></div>
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      <div class="toc2"><a href="#CreateMetacatDirs">Create Metacat Directories</a></div>
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      <div class="toc2"><a href="#InstallMetacatWar">Install Metacat War</a></div>
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      <div class="toc2"><a href="#InstallMetacatWar">Install Metacat Binary (War)</a></div>
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      <div class="toc2"><a href="#InstallMetacatSource">Install Metacat From Source</a></div>
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    <div class="toc1"><a href="#UpgradingMetacat">Upgrading Existing Metacat</a></div>
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      <div class="toc2"><a href="#UpgradeStopMetacat">Stop the Running Metacat</a></div>
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      <div class="toc2"><a href="#UpgradeDownloadMetacat">Download Latest Metacat Application</a></div>
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      <div class="toc2"><a href="#UpgradeMetacatWar">Upgrade Metacat War</a></div>
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      <div class="toc2"><a href="#UpgradeMetacatWar">Upgrade Metacat Binary (War)</a></div>
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      <div class="toc2"><a href="#UpgradeMetacatSource">Upgrade Metacat From Source</a></div>
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   <div class="toc1"><a href="#RestartTomcat">Restart Tomcat</a></div>
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      <div class="toc2"><a href="#UpgradeTroubleshooting">Troubleshooting</a></div>
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      <div class="toc2"><a href="#UpgradeConfigureMetacat">Configure Metacat</a></div>       
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    <div class="toc1"><a href="#Registry">Web Based Registry</a></div>
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  </div> 
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<a name="Intro"></a><div class="header1">Introduction</div>
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  <a name="DifferentOptions"></a><div class="header2">Different Installation Options</div>
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  <p>There are many different options to consider when installing Metacat.  Some of these
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  are: </p>
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  <ul>
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  <li>Operating System - Metacat is a Java servlet application.  As such, you can run
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  it on many different operating system.  It has been tested against Linux, MacOS and 
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  MicroSoft Windows.  The optimal installation is on Ubuntu Linux.</li>
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  <li>Tomcat standalone or in conjunction with Apache web server - The Tomcat server 
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  can be run alone as a web server.  However, it is not as robust a server,
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  and does't allow for the same level of customization as Apache.  The recommended 
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  configuration is Tomcat running in conjunction with Apache</li>
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  <li>Binary versus source installation - There are three ways to get and install 
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  the Metacat installation.
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    <ul>
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  	<li>Binary Distribution Installation - download the Metacat war distribution and install it 
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  	into the web applications directory</li>
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  	<li>Source Distribution Installation - download the source code distribution, build it and 
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  	install the resultant war file into the web application directory.</li>
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  	<li>Source Checkout Installation - check the source code out from the Subversion 
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  	repository, build it and install the resultant war file into the web application directory.</li>
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  	</ul>
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  The recommended installation procedure is binary distribution installation.</li>
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  </ul>
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  <p>The administrator will need to decide which combinations of these option are best
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  suited to their system</p>
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  <a name="ThisDoc"></a><div class="header2">Organization Of This Page</div>
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  <p> The first couple of sections on this page deal with quick command line 
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  instructions for installing and upgrading Metacat in the optimal environment, which
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  is a binary distribution installation with Apache on Ubuntu Linux.</p>
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  <p>The remainder of the page deals with more detailed instructions including other 
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  installation options.</p>
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<a name="QuickInstallation"></a><div class="header1">Quick Installation</div>
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  <p>These are the installation instructions for a system that has Ubuntu 8.04 installed
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  and has never had Metacat installed on it:</p>
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	</ul>
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  <a name="ConfigureMetacatInstall"></a><div class="header2">Configure Metacat</div> 
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    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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    <p>Refer to the documentation on <a href="./metacat-configure.html">Metacat Confguration</a>
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    to complete your installation of Metacat.</p>
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  <a name="QuickUpdate"></a><div class="header1">Quick Update</div>
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	</ul>
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  <a name="ConfigureMetacatUpdate"></a><div class="header2">Configure Metacat</div> 
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    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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    <p>Refer to the documentation on <a href="./metacat-configure.html">Metacat Confguration</a>
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    to complete your installation of Metacat.</p>
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<a name="PreInstallation"></a><div class="header1">Pre-Installation</div>
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  <p>Since downloading the binary distribution is the easiest and most common install, it
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  will be discussed here in detail.  Links to source download/build instructions are also
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  included in case you would like to go that route.</p>
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  <a name="DownloadMetacatBinary"></a><div class="header2">Download Metacat Binary and Create War File</div>
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<a name="DownloadMetacatBinary"></a><div class="header2">Download Metacat Binary and Get War File</div>
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    <p>Browse to the 
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      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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      In the Metacat section, for Linux based systems, select the link that looks like:</p>
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    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
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    of this documentation.
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  <a name="DownloadMetacatSource"></a><div class="header2">Download Metacat Source and Create War File</div>
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<a name="DownloadMetacatSourceDist"></a><div class="header2">Download Metacat Source Distribution</div>	
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  <p>To get the Metacat source distribution, browse to the 
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      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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      In the Metacat section, for Linux based systems, select the link that looks like:</p>
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	  <div class="code">metacat-src-X.X.X.tar.gz</div>
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	  <p>for Windows systems, select the link that looks like:</p>
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	  <div class="code">metacat-src-X.X.X.zip</div>
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    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally in the directory 
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    where your source should live.</p>
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    <p>Extract the Metacat package files on Linux systems by typing:
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      <div class="code">tar -xvzf metacat-src-X.X.X.tar.gz</div>
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    <p>or, on Windows, use your system unzip utility to extract the zip file.</p>
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    <p>Rename the metacat-X.X.X directory to metacat.</p>
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    <p>Note that you do not need to create the war file directly with a source installation
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    since the Ant build file has an "install" target that will build and deploy the war
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    for you.  See the <a href="#InstallingMetacat">Installing Metacat</a> for instructions.</p>
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    <p>If you would like to download the Metacat source distribution or checkout the source
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    code from SVN, go to the  
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      <a href="./metacat-source-build.html">Download and Build Metacat From Source</a> page.
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<a name="DownloadMetacatSourceSVN"></a><div class="header2">Download Metacat Source From SVN</div>
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  <p>If you are checking out Metacat code from the SVN repository, you will need both 
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  Subversion (SVN) and CVS clients installed and configured on your system.  Both are needed
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  because, while Metacat has been migrated to SVN, some of its supporting libraries (eml, 
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  utilities and seek) have not yet been migrated.  Eventually, SVN will be the only versioning 
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  client you will need.  You will need to make sure you have the appropriate accounts on these 
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  systems.  You won't have to worry about SVN or CVS if you are installing from a Metacat
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  source distribution.  These have all the required dependencies built in.</p>
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  <p>If you have not already installed Subversion and you are running Ubuntu/Debian, you can 
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  get it by typing:</p>
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    <div class="code">sudo apt-get install subversion</div>
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  <p>Otherwise, you can get if from <a href="http://subversion.tigris.org">The Subversion homepage</a></p>
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  <p>If you have not already installed CVS and you are running Ubuntu/Debian, you can 
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  get it by typing:</p>
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    <div class="code">sudo apt-get install cvs</div>
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  <p>Otherwise, you can get it from <a href="http://ximbiot.com/cvs/wiki/">The Ximbiot CVS homepage</a></p>
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  <p>To check out the code from SVN, go to the directory where you would like the code 
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    to live and type:</p>
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      <div class="code">svn co https://code.ecoinformatics.org/code/metacat/tags/METACAT_&lt;rev&gt; metacat</div>
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    <p>Where &lt;rev&gt; is the version of the code you want to check out (like 1_9). </p>
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    <p>If you are trying to check out the head, type:</p>
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      <div class="code">svn co https://code.ecoinformatics.org/code/metacat/trunk metacat</div>
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    <p>You should see a list of files as they check out.</p>
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    <p>Note that you do not need to create the war file directly with a source installation
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    since the Ant build file has an "install" target that will build and deploy the war
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    for you.  See the <a href="#InstallingMetacat">Installing Metacat</a> for instructions.</p>
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<a name="InstallingMetacat"></a><div class="header1">Installing Metacat</div>
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  <p>This section is only for a new installation. If you are upgrading an existing Metacat, please skip
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  this section and go to the next one - <a href="#UpgradingMetacat">Upgrading Existing Metacat</a></p>
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    upgrade. Create the metacat utility base directory 
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    by typing:</p>
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      <div class="code">sudo mkdir <metacat_base_dir></div>
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    <p>(Typically <metacat_base_dir> is '/var/metacat'.)  Remeber the directory you 
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    <p>(Typically <metacat_base_dir> is '/var/metacat'.)  Remember the directory you 
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    choose, since you will be asked to configure Metacat to point to it after startup.</p>
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    <p>Change the ownership of the directory by typing:</p>   
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    <p>where &lt;tomcat_user&gt; is the user that will start Tomcat.  If you are 
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	starting Tomcat as the root user, you do not need to run the chown command.</p>
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  <a name="InstallMetacatWar"></a><div class="header2">Install Metacat War</div> 
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  <a name="InstallMetacatWar"></a><div class="header2">Install Metacat Binary (War)</div> 
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    <p>Copy the war file to Tomcat:</p>
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	  <div class="code">sudo cp knb.war &lt;tomcat_app_dir&gt;</div>
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  <a name="InstallMetacatSource"></a><div class="header2">Install Metacat From Source</div> 
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    <p>You will need Apache Ant to do the build.  If you have not already 
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    installed Ant and you are running Ubuntu/Debian, you can get it by typing:</p>
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      <div class="code">sudo apt-get install ant</div>
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    <p>Otherwise, you can get ant from
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    <a href="http://ant.apache.org/">The Apache Ant homepage</a></p>
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    <p>You should now have the Metacat source in a directory named "metacat" in your
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    code directory (We will refer to the metacat source directory as &lt;metacat_src_dir&gt;.
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    <p>To prepare for the build, edit the file at:</p>
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      <div class="code">&lt;metacat_src_dir&gt;/build.properties</div> 
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    <p>Make sure that the "build.tomcat.dir" property is set to your tomcat installation
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    directory.  For instance:</p>
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      <div class="code">build.tomcat.dir=/usr/local/tomcat</div>
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    <p>Metacat will use some of the native Tomcat libraries during the build.</p>
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    <p>Make sure that the "app.deploy.dir" property is set to your application deployment
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    directory.  For instance:</p>
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      <div class="code">app.deploy.dir=/usr/local/tomcat/webapps</div>
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    <p>If your cvs user is something other than the user your are logged in as, you
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    will need to change the ${env.USER} part of the cvsroot property to be your cvs 
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    user.  For instance:</p>
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      <div class="code">cvsroot=:ext:cvs-user@cvs.ecoinformatics.org:/cvs</div>
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    <p> where your cvs user name is "cvs-user"</p> 
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    <p>In the &lt;metacat_src_dir&gt;, run: </p>
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      <div class="code">ant clean install</div>
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    <p>You will see the individual modules get built.  You will be prompted
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    for your cvs password several times.  You should see a "BUILD SUCCESSFUL"
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    message at the end.</p>
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    <p>You should see a new file named knb.war in your application deployment directory.</div>
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  <a name="ApacheConfig"></a><div class="header2">Configure Apache</div> 
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    <p>You have the option of running Tomcat stand-alone or with with the Apache web
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    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
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    of this documentation.</p>
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   <a name="UpgradeMetacatWar"></a><div class="header2">Upgrade Metacat War</div> 
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   <a name="UpgradeMetacatWar"></a><div class="header2">Upgrade Metacat Binary (War)</div> 
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    <p>Tomcat will look for it's application files (war files) in a configured directory.  
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    This is typically the &lt;tomcat_home&gt;/webapps directory, but your instance of Tomcat may 
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    be configured to look in a different directory.  We will refer to your Tomcat application directory 
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	  <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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	<p>Tomcat will expand your war file into a new application directory at startup time.</p>
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  <a name="UpgradeMetacatSource"></a><div class="header2">Upgrade Metacat From Source</div>
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    <p>The steps to upgrade Metacat from source are the same as installing from source.  See
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    the <a href="#InstallMetacatSource">Install Metacat From Source</a> section above.</p>
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  <a name="RestartTomcat"></a><div class="header1">Restart Tomcat</div>
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    <p>Once you have successfully installed Metacat, there is one more step.  Tomcat
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    (and Apache if you have Tomcat integrated with it) must be restarted.  To do
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  <a name="UpgradeConfigureMetacat"></a><div class="header2">Configure Metacat</div>
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  <p>Once you see the Metacat configuration screen, you can follow the instructions in the 
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  <a href="./metacatconfigure.html"> Configuring Metacat Section</a> 
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  <a href="./metacat-configure.html"> Configuring Metacat Section</a> 
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  to complete the internal configuration of Metacat.</p>
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<a name="Registry"></a><div class="header1">Web Based Registry</div>

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