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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: 2000 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 Linux Installation 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 Linux Installation Instructions</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="#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="#InstallJava">Install Java</a></div>
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<div class="toc2"><a href="#InstallApache">Install Apache</a></div>
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<div class="toc2"><a href="#InstallTomcat">Install Tomcat</a></div>
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<div class="toc2"><a href="#InstallPostgres">Install PostgreSQL Database</a></div>
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<div class="toc2"><a href="#QuickInstallMetacatWar">Install Metacat War</a></div>
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<div class="toc2"><a href="#QuickInstallLsidWar">Install LSID War</a></div>
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<div class="toc2"><a href="#ConfigureMetacatInstall">Configure Metacat</a></div>
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<div class="toc1"><a href="#QuickUpdate">Quick Update</a></div>
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<div class="toc2"><a href="#DownloadMetacatUpdate">Download Metacat Package</a></div>
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<div class="toc2"><a href="#BackupApplication">Backup Existing Metacat Installation</a></div>
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<div class="toc2"><a href="#QuickUpdateMetacatWar">Update Metacat War</a></div>
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<div class="toc2"><a href="#QuickUpdateLsidWar">Update LSID War</a></div>
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<div class="toc2"><a href="#ConfigureMetacatUpdate">Configure Metacat</a></div>
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<div class="toc1"><a href="#PreInstallation">Pre-Installation</a></div>
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<div class="toc2"><a href="#MinRequirements">Minimum Requirements</a></div>
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<div class="toc2"><a href="#AdditionalRequiredSoftware">Additional Required Software</a></div>
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<div class="toc1"><a href="#AdditionalSoftwareSetup">Additional Software Setup</a></div>
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<div class="toc2"><a href="#AdditionalSoftwareJava">Java</a></div>
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<div class="toc2"><a href="#AdditionalSoftwareOracle">Oracle</a></div>
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<div class="toc2"><a href="#AdditionalSoftwarePostgreSQL">PostgreSQL</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 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 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 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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<a name="DownloadMetacatInstall"></a><div class="header2">Download Metacat Package</div>
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<ul>
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<li>Browse to the
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<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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In the Metacat section, select the link that looks like:
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<div class="code">metacat-bin-X.X.X.tar.gz</div>
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where X.X.X is the latest version of Metacat. Choose to save the file locally.</li>
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<li>Extract the Metacat package files by typing:
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<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div></li>
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<li>You should see a war file and several supporting files. The location where these files
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were extracted will be refered to as the the <metacat_package_dir> for the remainder
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of this documentation.</li>
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</ul>
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<a name="CreateDirs"></a><div class="header2">Create Metacat Directories</div>
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<ul>
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<li>Create the metacat utility base directory by typing:
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<div class="code">sudo mkdir /var/metacat</div>
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<div class="code">sudo chown -R <tomcat_user> /var/metacat</div>
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where <tomcat_user> is the user that will start Tomcat. If you are
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starting Tomcat as the root user, you do not need to run the chown command.</li>
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</ul>
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<a name="InstallJava"></a><div class="header2">Install Java</div>
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<ul>
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<li>Install Java by typing:
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<div class="code">sudo apt-get install sun-java5-jdk</div></li>
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<li>hit "ok" then "yes" for license agreement</li>
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</ul>
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<a name="InstallApache"></a><div class="header2">Install Apache</div>
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<ul>
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<li>Install Apache and and Mod JK packages by typing:
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<div class="code">sudo apt-get install apache2 libapache2-mod-jk</div></li>
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<li>Set up Mod JK apache configuration by typing:
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<div class="code">sudo cp <metacat_package_dir>/jk.conf /etc/apache2/mods-available</div>
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<div class="code">sudo cp <metacat_package_dir>/workers.properties /etc/apache2</div></li>
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<li>Enable Apache Mod JK by typing:
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<div class="code">sudo a2dismod jk</div>
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<div class="code">sudo a2enmod jk</div></li>
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<li>Set up and enable knb (Metacat) site configurations by typing:
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<div class="code">sudo cp <metacat_package_dir>/knb /etc/apache2/sites-available</div>
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<div class="code">sudo a2ensite knb</div></li>
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<li>If you want to run an LSID server along with the Metacat server, set up and enable the authority service site
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configurations by typing:
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<div class="code">sudo cp <metacat_package_dir>/authority /etc/apache2/sites-available</div>
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<div class="code">sudo a2ensite authority</div></li>
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<li>Restart apache to bring in changes by typing:
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<div class="code">sudo /etc/init.d/apache2 force-reload</div></li>
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</ul>
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<a name="InstallTomcat"></a><div class="header2">Install Tomcat</div>
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<ul>
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<li>Install Tomcat 5.5 by typing:
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<div class="code">sudo sudo apt-get install tomcat5.5</div> </li>
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<li>Install Metacat friendly Tomcat startup script by typing:
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<div class="code">sudo /etc/init.d/tomcat5.5 stop</div>
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<div class="code">sudo mv /etc/init.d/tomcat5.5 /etc/init.d/tomcat5.5.bak</div>
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<div class="code">sudo cp <metacat_package_dir>/tomcat5.5 /etc/init.d/tomcat5.5</div>
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<div class="code">sudo chmod +x /etc/init.d/tomcat5.5</div></li>
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</ul>
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<a name="InstallPostgres"></a><div class="header2">Install PostgreSQL Database</div>
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<ul>
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<li>Install PostgreSQL by typing:</p>
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<div class="code">sudo apt-get install postgresql</div></li>
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<li>Change to postgres user:
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<div class="code">sudo su - postgres</div></li>
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<li>Setup empty Metacat database instance editing the postgreSQL configuration file:
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<div class="code">gedit /etc/postgresql/8.3/main/pg_hba.conf</div></li>
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and adding the following line:
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<div class="code">host metacat metacat 127.0.0.1 255.255.255.255 password</div></li>
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<li>Save the file, then create the metacat instance:
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<div class="code">createdb metacat</div></li>
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<li>Log into postgreSQL by typing:
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<div class="code">psql metacat</div>
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and create the metacat user by typing at the psql prompt:
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<div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'your_password';</div>
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where your_password is whatever password you would like for the metacat user.</li>
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<li>Exit PostgreSQL by typing
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<div class="code">\q</div></li>
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<li>Restart the PostgreSQL database to bring in changes:
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<div class="code">/etc/init.d/postgresql-8.3 restart</div></li>
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<li>Log out of the postgres user account by typing:
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<div class="code">logout</div></li>
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<li>Test the installation and metacat account by typing:
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<div class="code">psql -U metacat -W -h localhost metacat</div></li>
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<li>Log back out of postgreSQL:
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<div class="code">\q</div></li>
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</ul>
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<a name="QuickInstallMetacatWar"></a><div class="header2">Install Metacat War</div>
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<ul>
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<li>Copy the war file to Tomcat:
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<div class="code">sudo cp <metacat_package_dir>/knb.war /usr/share/tomcat5.5/webapps</div></li>
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<li>Restart Tomcat:
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<div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
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</ul>
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<a name="QuickInstallLsidWar"></a><div class="header2">Install LSID War</div>
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<ul>
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<li>If you want to run an LSID server along with the Metacat server, copy the
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authority.war file to Tomcat:
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<div class="code">sudo cp <metacat_package_dir>/authority.war /usr/share/tomcat5.5/webapps</div></li>
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<li>Restart Tomcat:
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<div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
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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="./metacat-configure.html">Metacat Confguration</a>
|
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to complete your installation of Metacat.</p>
|
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|
|
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<a name="QuickUpdate"></a><div class="header1">Quick Update</div>
|
| 247 |
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<p>These are the instructions for a system that already has Metacat installed on it,
|
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|
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but needs a Metacat upgrade:</p>
|
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|
|
|
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<a name="DownloadMetacatUpdate"></a><div class="header2">Download Metacat Package</div>
|
| 251 |
|
|
<ul>
|
| 252 |
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|
<li>Browse to the
|
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<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
|
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In the Metacat section, select the link that looks like:
|
| 255 |
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<div class="code">metacat-bin-X.X.X.tar.gz</div>
|
| 256 |
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where X.X.X is the latest version of Metacat. Choose to save the file locally.</li>
|
| 257 |
|
|
<li>Extract the Metacat package files by typing:
|
| 258 |
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<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
|
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You should see a war file and several supporting files. The location where these files
|
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were extracted will be refered to as the the <metacat_package_dir> for the remainder
|
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of this documentation.</li>
|
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|
|
</ul>
|
| 263 |
|
|
|
| 264 |
|
|
<a name="BackupApplication"></a><div class="header2">Backup Existing Metacat Installation</div>
|
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<ul>
|
| 266 |
|
|
<li>To be safe, it is best to backup the existing Metacat installation. Do so by typing: </p>
|
| 267 |
|
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<div class="code">cp <web_app_dir>/knb <web_app_dir>/knb.<yyyymmdd></div>
|
| 268 |
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<div class="code">cp <web_app_dir>/knb.war <web_app_dir>/knb.war.<yyyymmdd></div>
|
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|
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Of course, you can use any backup strategy you like (or none at all).</p>
|
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|
|
</ul>
|
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<a name="QuickUpdateMetacatWar"></a><div class="header2">Update Metacat War</div>
|
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<ul>
|
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<li>Copy the war file to Tomcat:
|
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|
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<div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div></li>
|
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|
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<li>Restart Tomcat:
|
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|
<div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
|
| 278 |
|
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</ul>
|
| 279 |
|
|
|
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|
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<a name="QuickUpdateLsidWar"></a><div class="header2">Update LSID War</div>
|
| 281 |
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<ul>
|
| 282 |
|
|
<li>If you want to run an LSID server along with the Metacat server, copy the
|
| 283 |
|
|
authority.war file to Tomcat:
|
| 284 |
|
|
<div class="code">sudo cp <metacat_package_dir>/authority.war /usr/share/tomcat5.5/webapps</div></li>
|
| 285 |
|
|
<li>Restart Tomcat:
|
| 286 |
|
|
<div class="code">sudo /etc/init.d/tomcat5.5 restart</div></li>
|
| 287 |
|
|
</ul>
|
| 288 |
|
|
|
| 289 |
|
|
<a name="ConfigureMetacatUpdate"></a><div class="header2">Configure Metacat</div>
|
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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>
|
| 292 |
|
|
|
| 293 |
|
|
<a name="PreInstallation"></a><div class="header1">Pre-Installation</div>
|
| 294 |
|
|
<a name="MinRequirements"></a><div class="header2">Minimum Requirements</div>
|
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<p>
|
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|
|
Installing Metacat requires a server running an SQL92 compliant database
|
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(Oracle 8i or Postgresql recommended) with at least 128MB RAM, and a Pentium III class
|
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processor or higher. The amount of disk space required depends on the
|
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|
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size of your RDBMS tablespace (which should be at least 10 MB,
|
| 300 |
|
|
however Metacat itself requires only about 1 MB of free space after
|
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installation). These instructions assume a Linux environment but may
|
| 302 |
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work on other UNIX type environments, however this has not been tested.
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</p>
|
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<a name="AdditionalRequiredSoftware"></a><div class="header2">Additional Required Software</div>
|
| 306 |
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<p>
|
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|
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The server on which you wish to install Metacat must have the following
|
| 308 |
|
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software installed and running correctly before attempting to install
|
| 309 |
|
|
Metacat.
|
| 310 |
|
|
<ul>
|
| 311 |
|
|
<li><a href="http://www.oracle.com">Oracle 8i</a> (or another SQL92
|
| 312 |
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compliant RDBMS like Postgres)</li>
|
| 313 |
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<li><a href="http://jakarta.apache.org/ant/index.html">Apache Jakarta-Ant</a>
|
| 314 |
|
|
</li>
|
| 315 |
|
|
<li><a href="http://jakarta.apache.org/tomcat/index.html">Apache Jakarta-Tomcat</a>
|
| 316 |
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<p class="emphasis">Note: For a more robust web serving environment,
|
| 317 |
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Apache web server should
|
| 318 |
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be installed along with Tomcat and the two should be integrated
|
| 319 |
|
|
as described on the Apache web site.</p>
|
| 320 |
|
|
</li>
|
| 321 |
|
|
</ul>
|
| 322 |
|
|
</p>
|
| 323 |
|
|
|
| 324 |
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<a name="AdditionalSoftwareSetup"></a><div class="header1">Additional Software Setup</div>
|
| 325 |
|
|
<a name="AdditionalSoftwareJava"></a><div class="header2">Java</div>
|
| 326 |
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<p>You'll need a recent Java SDK; J2SE 1.4.2 or later is required. The latest metacat release
|
| 327 |
|
|
has been tested most extensively with <a href="http://java.sun.com/j2se/1.5.0/">J2SE 5.0</a>
|
| 328 |
|
|
and this is the recommended version.
|
| 329 |
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Make sure that JAVA_HOME environment variable is properly set and that both
|
| 330 |
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java and javac are on your PATH.
|
| 331 |
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|
</p>
|
| 332 |
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<a name="AdditionalSoftwareOracle"></a><div class="header2">Oracle 8i</div>
|
| 333 |
|
|
<p>The Oracle RDBMS must be installed and running as a daemon on the system.
|
| 334 |
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In addition the JDBC listener must be enabled. You can enable it by
|
| 335 |
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logging in as your Oracle user and typing the following:</p>
|
| 336 |
|
|
|
| 337 |
|
|
<div class="code">lsnrctl start</div>
|
| 338 |
|
|
|
| 339 |
|
|
<p>Your instance should have a table space of at least 5 MB (10 MB or higher
|
| 340 |
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recommended). You should also have a username specific to Metacat
|
| 341 |
|
|
created and enabled. This user must have most normal permissions
|
| 342 |
|
|
including CREATE SESSION, CREATE TABLE, CREATE INDEX, CREATE TRIGGER,
|
| 343 |
|
|
EXECUTE PROCEDURE, EXECUTE TYPE, etc. If an action is unexplainably
|
| 344 |
|
|
rejected by Metacat it is probably because the user permissions are not
|
| 345 |
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correctly set.</p>
|
| 346 |
|
|
|
| 347 |
|
|
<a name="AdditionalSoftwarePostgreSQL"></a><div class="header2">PostgreSQL</div>
|
| 348 |
|
|
<p>PostgreSQL can be easily installed on most linux distributions and on
|
| 349 |
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jones
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Windows (using cygwin) and Mac OS X. Using Fedora Core or RedHat Linux,
|
| 350 |
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you can install the rpms for postgres and then run </p>
|
| 351 |
|
|
|
| 352 |
|
|
<div class="code">/etc/init.d/postgresql start</div>
|
| 353 |
|
|
|
| 354 |
|
|
<p>in order to start the database.
|
| 355 |
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On Ubuntu and other Debian-based Linux distributions, you can use the apt-get command
|
| 356 |
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to install postgres:
|
| 357 |
|
|
<div class="code">sudo apt-get install postgresql-8.0</div> and
|
| 358 |
|
|
then run
|
| 359 |
|
|
<div class="code">/etc/init.d/postgresql-8.0 start</div> to start.
|
| 360 |
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|
|
| 361 |
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This initializes the data files. You need to do a bit of configuration
|
| 362 |
|
|
to create a database and set up a user account and allow internet access
|
| 363 |
|
|
via jdbc. See the postgres documentation for this, but here is a quick
|
| 364 |
|
|
start:
|
| 365 |
|
|
<ul>
|
| 366 |
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<li>Switch to the "postgres" user account
|
| 367 |
|
|
<div class="code">sudo su - postgres</div></li>
|
| 368 |
|
|
<li>Edit "data/pg_hba.conf", adding the following line to the file:<br>
|
| 369 |
|
|
<div class="code">host metacat metacat 127.0.0.1 255.255.255.255 password</div>
|
| 370 |
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If your host uses IPv6 addresses, you may need this line instead:
|
| 371 |
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<div class="code">host metacat metacat ::1 ffff:ffff:ffff:ffff:ffff:ffff:ffff:ffff password</div></li>
|
| 372 |
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|
<li>If you are using Postgresql pre-8.0, you must edit the "data/postgres.conf" file and uncomment and edit the line
|
| 373 |
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|
starting with "tcpip_socket" so that it reads
|
| 374 |
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<div class="code">tcpip_socket = true</div></li>
|
| 375 |
|
|
<li>Create metacat database by typing:
|
| 376 |
|
|
<div class="code">createdb metacat</div></li>
|
| 377 |
|
|
<li>Log in using the postgres account and create a new "metacat" user account by typing:
|
| 378 |
|
|
<div class="code">psql metacat</div>
|
| 379 |
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|
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|
<ul>
|
| 380 |
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<li>In postgres, run <div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'apasswordyoulike';</div></li>
|
| 381 |
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|
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|
<li>This creates a new account called metacat on the database named metacat</li>
|
| 382 |
|
|
<li>Note: there are many ways to do this, so others such as using
|
| 383 |
|
|
ENCRYPTED passwords will work fine.</li>
|
| 384 |
|
|
</ul>
|
| 385 |
|
|
</li>
|
| 386 |
|
|
<li>Exit the postgres account back to root and restart the postgres
|
| 387 |
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database by typing:
|
| 388 |
|
|
<div class="code">/etc/init.d/postgresql restart</div></li>
|
| 389 |
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|
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|
<li>Test logging into the postgres db using the metacat account with
|
| 390 |
|
|
the following command:
|
| 391 |
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|
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|
<div class="code">psql -U metacat -W -h localhost metacat</div></li>
|
| 392 |
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|
jones
|
</ul>
|
| 393 |
|
|
</p>
|
| 394 |
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|
| 395 |
|
|
<a name="AdditionalSoftwareAnt"></a><div class="header2">Ant</div>
|
| 396 |
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|
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<p>
|
| 397 |
|
|
Ant is a Java based build application similar to Make on UNIX systems.
|
| 398 |
|
|
It takes in installation parameters from a file in the root installation
|
| 399 |
|
|
directory named "build.xml". The Metacat CVS module contains a default
|
| 400 |
|
|
build.xml file that may require some modification upon installation. Ant
|
| 401 |
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|
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|
should be installed on the system and the "ant" executable shell script
|
| 402 |
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|
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|
should be available in the users path. The latest metacat release was tested with
|
| 403 |
|
|
Ant 1.6.5. <!-- We note that the current build is
|
| 404 |
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|
jones
|
not working with Ant 1.6.x, so you'll need to use an earler version. We have
|
| 405 |
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|
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|
successfully used Ant 1.5.1, 1.5.2, and some earlier versions. -->
|
| 406 |
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|
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</p>
|
| 407 |
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|
| 408 |
|
|
<a name="AdditionalSoftwareTomcat"></a><div class="header2">Tomcat</div>
|
| 409 |
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<p>
|
| 410 |
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|
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|
Install Tomcat into the directory of your choice. The directory in which
|
| 411 |
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|
you install Tomcat itself will be referred to as the <tomcat_home>.
|
| 412 |
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|
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|
We recommend that you install Tomcat version 5.5. If you are running
|
| 413 |
|
|
Ubuntu/Debian, you can get Tomcat by typing:</p>
|
| 414 |
|
|
<div class="code">sudo apt-get install tomcat5.5</div>
|
| 415 |
|
|
Otherwise, you can get Tomcat from <a href=" http://jakarta.apache.org/tomcat/index.html">the Apache Tomcat page</a>.
|
| 416 |
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|
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</p>
|
| 417 |
|
|
|
| 418 |
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<a name="DownloadingMetacat"></a><div class="header1">Download Metacat and Get War File</div>
|
| 419 |
|
|
<p>There are several ways to wind up with a Metacat war file, which is needed for
|
| 420 |
|
|
installation. These are: </p>
|
| 421 |
|
|
<ul>
|
| 422 |
|
|
<li>Download Metacat binary distribution - which will have a pre-built war file.</li>
|
| 423 |
|
|
<li>Download Metacat source distribution - which will then need to be built in order to create a war file.</li>
|
| 424 |
|
|
<li>Download Metacat source from SVN - which will then need to be built in order to create a war file.</li>
|
| 425 |
|
|
</ul>
|
| 426 |
|
|
<p>Since downloading the binary distribution is the easiest and most common install, it
|
| 427 |
|
|
will be discussed here in detail. Links to source download/build instructions are also
|
| 428 |
|
|
included in case you would like to go that route.</p>
|
| 429 |
|
|
|
| 430 |
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|
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<a name="DownloadMetacatBinary"></a><div class="header2">Download Metacat Binary and Get War File</div>
|
| 431 |
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|
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|
<p>Browse to the
|
| 432 |
|
|
<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
|
| 433 |
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|
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|
In the Metacat section, for Linux based systems, select the link that looks like:</p>
|
| 434 |
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|
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|
<div class="code">metacat-bin-X.X.X.tar.gz</div>
|
| 435 |
4637
|
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|
<p>for Windows systems, select the link that looks like:</p>
|
| 436 |
|
|
<div class="code">metacat-bin-X.X.X.zip</div>
|
| 437 |
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|
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|
<p>where X.X.X is the latest version of Metacat. Choose to save the file locally.</p>
|
| 438 |
4637
|
daigle
|
<p>Extract the Metacat package files on Linux systems by typing:
|
| 439 |
4571
|
daigle
|
<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
|
| 440 |
4637
|
daigle
|
<p>or, on Windows, use your system unzip utility to extract the zip file.</p>
|
| 441 |
4571
|
daigle
|
<p>You should see a war file and several supporting files. The location where these files
|
| 442 |
|
|
were extracted will be refered to as the the <metacat_package_dir> for the remainder
|
| 443 |
|
|
of this documentation.
|
| 444 |
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|
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|
|
| 445 |
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|
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|
<a name="DownloadMetacatSourceDist"></a><div class="header2">Download Metacat Source Distribution</div>
|
| 446 |
|
|
<p>To get the Metacat source distribution, browse to the
|
| 447 |
|
|
<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
|
| 448 |
|
|
In the Metacat section, for Linux based systems, select the link that looks like:</p>
|
| 449 |
|
|
<div class="code">metacat-src-X.X.X.tar.gz</div>
|
| 450 |
|
|
<p>for Windows systems, select the link that looks like:</p>
|
| 451 |
|
|
<div class="code">metacat-src-X.X.X.zip</div>
|
| 452 |
|
|
<p>where X.X.X is the latest version of Metacat. Choose to save the file locally in the directory
|
| 453 |
|
|
where your source should live.</p>
|
| 454 |
|
|
<p>Extract the Metacat package files on Linux systems by typing:
|
| 455 |
|
|
<div class="code">tar -xvzf metacat-src-X.X.X.tar.gz</div>
|
| 456 |
|
|
<p>or, on Windows, use your system unzip utility to extract the zip file.</p>
|
| 457 |
|
|
<p>Rename the metacat-X.X.X directory to metacat.</p>
|
| 458 |
|
|
<p>Note that you do not need to create the war file directly with a source installation
|
| 459 |
|
|
since the Ant build file has an "install" target that will build and deploy the war
|
| 460 |
|
|
for you. See the <a href="#InstallingMetacat">Installing Metacat</a> for instructions.</p>
|
| 461 |
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|
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|
|
| 462 |
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<a name="DownloadMetacatSourceSVN"></a><div class="header2">Download Metacat Source From SVN</div>
|
| 463 |
|
|
<p>If you are checking out Metacat code from the SVN repository, you will need both
|
| 464 |
|
|
Subversion (SVN) and CVS clients installed and configured on your system. Both are needed
|
| 465 |
|
|
because, while Metacat has been migrated to SVN, some of its supporting libraries (eml,
|
| 466 |
|
|
utilities and seek) have not yet been migrated. Eventually, SVN will be the only versioning
|
| 467 |
|
|
client you will need. You will need to make sure you have the appropriate accounts on these
|
| 468 |
|
|
systems. You won't have to worry about SVN or CVS if you are installing from a Metacat
|
| 469 |
|
|
source distribution. These have all the required dependencies built in.</p>
|
| 470 |
|
|
|
| 471 |
|
|
<p>If you have not already installed Subversion and you are running Ubuntu/Debian, you can
|
| 472 |
|
|
get it by typing:</p>
|
| 473 |
|
|
<div class="code">sudo apt-get install subversion</div>
|
| 474 |
|
|
|
| 475 |
|
|
<p>Otherwise, you can get if from <a href="http://subversion.tigris.org">The Subversion homepage</a></p>
|
| 476 |
|
|
|
| 477 |
|
|
<p>If you have not already installed CVS and you are running Ubuntu/Debian, you can
|
| 478 |
|
|
get it by typing:</p>
|
| 479 |
|
|
<div class="code">sudo apt-get install cvs</div>
|
| 480 |
|
|
|
| 481 |
|
|
<p>Otherwise, you can get it from <a href="http://ximbiot.com/cvs/wiki/">The Ximbiot CVS homepage</a></p>
|
| 482 |
|
|
|
| 483 |
|
|
<p>To check out the code from SVN, go to the directory where you would like the code
|
| 484 |
|
|
to live and type:</p>
|
| 485 |
|
|
<div class="code">svn co https://code.ecoinformatics.org/code/metacat/tags/METACAT_<rev> metacat</div>
|
| 486 |
|
|
<p>Where <rev> is the version of the code you want to check out (like 1_9). </p>
|
| 487 |
|
|
|
| 488 |
|
|
<p>If you are trying to check out the head, type:</p>
|
| 489 |
|
|
<div class="code">svn co https://code.ecoinformatics.org/code/metacat/trunk metacat</div>
|
| 490 |
|
|
|
| 491 |
|
|
<p>You should see a list of files as they check out.</p>
|
| 492 |
|
|
|
| 493 |
|
|
<p>Note that you do not need to create the war file directly with a source installation
|
| 494 |
|
|
since the Ant build file has an "install" target that will build and deploy the war
|
| 495 |
|
|
for you. See the <a href="#InstallingMetacat">Installing Metacat</a> for instructions.</p>
|
| 496 |
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|
| 497 |
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|
| 498 |
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<a name="InstallingMetacat"></a><div class="header1">Installing Metacat</div>
|
| 499 |
|
|
<p>This section is only for a new installation. If you are upgrading an existing Metacat, please skip
|
| 500 |
|
|
this section and go to the next one - <a href="#UpgradingMetacat">Upgrading Existing Metacat</a></p>
|
| 501 |
|
|
|
| 502 |
|
|
<p>Tomcat will look for it's application files (war files) in a configured directory.
|
| 503 |
|
|
This is typically the <tomcat_home>/webapps directory, but your instance of Tomcat may
|
| 504 |
|
|
be configured to look in a different directory. We will refer to your Tomcat application directory
|
| 505 |
|
|
as <tomcat_app_dir>.</p>
|
| 506 |
|
|
|
| 507 |
|
|
<a name="CreateMetacatDirs"></a><div class="header2">Create Metacat Directories</div>
|
| 508 |
|
|
<p>Metacat uses a base directory to store such things as store data and metadata,
|
| 509 |
|
|
temporary files and configuration backups. This directory should be outside of the
|
| 510 |
|
|
Tomcat application directory since the application directory gets wiped out during an
|
| 511 |
|
|
upgrade. Create the metacat utility base directory
|
| 512 |
|
|
by typing:</p>
|
| 513 |
|
|
<div class="code">sudo mkdir <metacat_base_dir></div>
|
| 514 |
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|
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|
<p>(Typically <metacat_base_dir> is '/var/metacat'.) Remember the directory you
|
| 515 |
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|
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choose, since you will be asked to configure Metacat to point to it after startup.</p>
|
| 516 |
|
|
|
| 517 |
|
|
<p>Change the ownership of the directory by typing:</p>
|
| 518 |
|
|
<div class="code">sudo chown -R <tomcat_user> /var/metacat</div>
|
| 519 |
|
|
<p>where <tomcat_user> is the user that will start Tomcat. If you are
|
| 520 |
|
|
starting Tomcat as the root user, you do not need to run the chown command.</p>
|
| 521 |
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|
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|
|
| 522 |
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|
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<a name="InstallMetacatWar"></a><div class="header2">Install Metacat Binary (War)</div>
|
| 523 |
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|
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|
<p>Copy the war file to Tomcat:</p>
|
| 524 |
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|
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|
<div class="code">sudo cp knb.war <tomcat_app_dir></div>
|
| 525 |
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|
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|
|
| 526 |
|
|
<a name="InstallMetacatSource"></a><div class="header2">Install Metacat From Source</div>
|
| 527 |
|
|
<p>You will need Apache Ant to do the build. If you have not already
|
| 528 |
|
|
installed Ant and you are running Ubuntu/Debian, you can get it by typing:</p>
|
| 529 |
|
|
<div class="code">sudo apt-get install ant</div>
|
| 530 |
|
|
|
| 531 |
|
|
<p>Otherwise, you can get ant from
|
| 532 |
|
|
<a href="http://ant.apache.org/">The Apache Ant homepage</a></p>
|
| 533 |
|
|
|
| 534 |
|
|
<p>You should now have the Metacat source in a directory named "metacat" in your
|
| 535 |
|
|
code directory (We will refer to the metacat source directory as <metacat_src_dir>.
|
| 536 |
|
|
|
| 537 |
|
|
<p>To prepare for the build, edit the file at:</p>
|
| 538 |
|
|
<div class="code"><metacat_src_dir>/build.properties</div>
|
| 539 |
|
|
<p>Make sure that the "build.tomcat.dir" property is set to your tomcat installation
|
| 540 |
|
|
directory. For instance:</p>
|
| 541 |
|
|
<div class="code">build.tomcat.dir=/usr/local/tomcat</div>
|
| 542 |
|
|
<p>Metacat will use some of the native Tomcat libraries during the build.</p>
|
| 543 |
|
|
|
| 544 |
|
|
<p>Make sure that the "app.deploy.dir" property is set to your application deployment
|
| 545 |
|
|
directory. For instance:</p>
|
| 546 |
|
|
<div class="code">app.deploy.dir=/usr/local/tomcat/webapps</div>
|
| 547 |
|
|
|
| 548 |
|
|
<p>If your cvs user is something other than the user your are logged in as, you
|
| 549 |
|
|
will need to change the ${env.USER} part of the cvsroot property to be your cvs
|
| 550 |
|
|
user. For instance:</p>
|
| 551 |
|
|
<div class="code">cvsroot=:ext:cvs-user@cvs.ecoinformatics.org:/cvs</div>
|
| 552 |
|
|
<p> where your cvs user name is "cvs-user"</p>
|
| 553 |
|
|
|
| 554 |
|
|
<p>In the <metacat_src_dir>, run: </p>
|
| 555 |
|
|
<div class="code">ant clean install</div>
|
| 556 |
|
|
|
| 557 |
|
|
<p>You will see the individual modules get built. You will be prompted
|
| 558 |
|
|
for your cvs password several times. You should see a "BUILD SUCCESSFUL"
|
| 559 |
|
|
message at the end.</p>
|
| 560 |
|
|
|
| 561 |
|
|
<p>You should see a new file named knb.war in your application deployment directory.</div>
|
| 562 |
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|
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|
|
| 563 |
|
|
<a name="ApacheConfig"></a><div class="header2">Configure Apache</div>
|
| 564 |
|
|
<p>You have the option of running Tomcat stand-alone or with with the Apache web
|
| 565 |
|
|
server. Running with Apache is the more traditional setup since Apache is a
|
| 566 |
|
|
more robust web server. There are some initial setup steps to get Apache talking
|
| 567 |
|
|
to the Metacat application at the </p>
|
| 568 |
|
|
<a href="./metacat-apache-config.html"> the Metacat Apache Configuration page</a></p>
|
| 569 |
3591
|
costa
|
|
| 570 |
4571
|
daigle
|
<a name="UpgradingMetacat"></a><div class="header1">Upgrading Existing Metacat</div>
|
| 571 |
3593
|
tao
|
<a name="protocol"></a>
|
| 572 |
|
|
<p>The following instructions are for upgrading an existing Metacat.
|
| 573 |
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|
daigle
|
|
| 574 |
|
|
<a name="UpgradeStopMetacat"></a><div class="header2">Stop the Running Metacat</div>
|
| 575 |
|
|
<p>To do this, login as the user that runs your tomcat server (often "tomcat"),
|
| 576 |
4637
|
daigle
|
go to <tomcat_home>/bin and type:</p>
|
| 577 |
4571
|
daigle
|
|
| 578 |
|
|
<div class="code">./shutdown.sh</div>
|
| 579 |
|
|
|
| 580 |
|
|
<a name="UpgradeDownloadMetacat"></a><div class="header2">Download Latest Metacat Application</div>
|
| 581 |
|
|
<p>Browse to the
|
| 582 |
|
|
<a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
|
| 583 |
|
|
In the Metacat section, select the link that looks like:</p>
|
| 584 |
|
|
<div class="code">metacat-bin-X.X.X.tar.gz</div>
|
| 585 |
|
|
<p>where X.X.X is the latest version of Metacat. Choose to save the file locally.</p>
|
| 586 |
|
|
<p>Extract the Metacat package files by typing:</p>
|
| 587 |
|
|
<div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
|
| 588 |
4637
|
daigle
|
<p>You should see several files:</p>
|
| 589 |
|
|
|
| 590 |
|
|
<ul>
|
| 591 |
|
|
<li>knb.war - the Metacat application web archive file.</li>
|
| 592 |
|
|
<li>knb - the web definition file used by Apache on ubuntu/debian Linux systems.</li>
|
| 593 |
|
|
<li>jk.conf - the JkMount configuration file used by Apache on ubuntu/debian Linux systems.</li>
|
| 594 |
|
|
<li>workers.properties - the workers definition file used by Apache on ubuntu/debian Linux systems.</li>
|
| 595 |
|
|
<li>tomcat5.5 - the Tomcat startup script for Tomcat 5.5 installed with apt-get on ubuntu/debian Linux systems.</li>
|
| 596 |
|
|
<li>authority - the optional LSID Server application web archive file.</li>
|
| 597 |
|
|
</ul>
|
| 598 |
|
|
|
| 599 |
|
|
<p>The location where these files
|
| 600 |
4571
|
daigle
|
were extracted will be refered to as the the <metacat_package_dir> for the remainder
|
| 601 |
|
|
of this documentation.</p>
|
| 602 |
3593
|
tao
|
|
| 603 |
4716
|
daigle
|
<a name="UpgradeMetacatWar"></a><div class="header2">Upgrade Metacat Binary (War)</div>
|
| 604 |
4637
|
daigle
|
<p>Tomcat will look for it's application files (war files) in a configured directory.
|
| 605 |
|
|
This is typically the <tomcat_home>/webapps directory, but your instance of Tomcat may
|
| 606 |
|
|
be configured to look in a different directory. We will refer to your Tomcat application directory
|
| 607 |
|
|
as <tomcat_app_dir>.</p>
|
| 608 |
|
|
|
| 609 |
|
|
<p>If desired, back up your existing war file with a date:</p>
|
| 610 |
|
|
<div class="code">sudo mv <tomcat_app_dir>/knb.war <tomcat_app_dir>/knb.war.<yyyymmdd></div>
|
| 611 |
|
|
|
| 612 |
|
|
<p>Copy the war file to the Tomcat applications directory:</p>
|
| 613 |
|
|
<div class="code">sudo cp knb.war <tomcat_app_dir></div>
|
| 614 |
4571
|
daigle
|
<p>Remove (or rename) the existing application directory:</p>
|
| 615 |
4637
|
daigle
|
<div class="code">sudo rm -rf <tomcat_home>/webapps/knb</div>
|
| 616 |
4571
|
daigle
|
<p> or </p>
|
| 617 |
4637
|
daigle
|
<div class="code">sudo mv <tomcat_home>/webapps/knb <tomcat_home>/webapps/knb.<yyyymmdd></div>
|
| 618 |
4571
|
daigle
|
<p>Restart Tomcat:</p>
|
| 619 |
|
|
<div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
|
| 620 |
4637
|
daigle
|
<p>Tomcat will expand your war file into a new application directory at startup time.</p>
|
| 621 |
4571
|
daigle
|
|
| 622 |
4716
|
daigle
|
<a name="UpgradeMetacatSource"></a><div class="header2">Upgrade Metacat From Source</div>
|
| 623 |
|
|
<p>The steps to upgrade Metacat from source are the same as installing from source. See
|
| 624 |
|
|
the <a href="#InstallMetacatSource">Install Metacat From Source</a> section above.</p>
|
| 625 |
|
|
|
| 626 |
4637
|
daigle
|
<a name="RestartTomcat"></a><div class="header1">Restart Tomcat</div>
|
| 627 |
4571
|
daigle
|
<p>Once you have successfully installed Metacat, there is one more step. Tomcat
|
| 628 |
|
|
(and Apache if you have Tomcat integrated with it) must be restarted. To do
|
| 629 |
|
|
this, login as the user that runs your tomcat server (often "tomcat"),
|
| 630 |
4637
|
daigle
|
go to <tomcat_home>/bin and type: </p>
|
| 631 |
4571
|
daigle
|
|
| 632 |
|
|
<div class="code">./startup.sh</div>
|
| 633 |
|
|
|
| 634 |
|
|
<p>In the Tomcat startup messages you should see something in the log file like:</p>
|
| 635 |
|
|
|
| 636 |
|
|
<div class="code">Metacat: [WARN]: Metacat (1.8.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]</div>
|
| 637 |
|
|
|
| 638 |
|
|
If you see that message Tomcat has successfully loaded the Metacat servlet.
|
| 639 |
|
|
Next, try to run your new servlet. Go to a web browser and type:</p>
|
| 640 |
|
|
|
| 641 |
|
|
<div class="code">http://yourserver.yourdomain.com/yourcontext/</div>
|
| 642 |
|
|
|
| 643 |
|
|
<p>You should substitute your context name for "yourcontext" in the url above.
|
| 644 |
|
|
If everything is working correctly, you should see a query page followed
|
| 645 |
|
|
by an empty result set. Note that if you do not have Tomcat integrated with
|
| 646 |
|
|
Apache you will probably have to type</p>
|
| 647 |
|
|
|
| 648 |
|
|
<div class="code">http://yourserver.yourdomain.com:8080/yourcontext/</div>
|
| 649 |
3649
|
barseghian
|
|
| 650 |
4571
|
daigle
|
<a name="UpgradeTroubleshooting"></a><div class="header2">Troubleshooting</div>
|
| 651 |
|
|
<p>If you see something like:
|
| 652 |
3520
|
tao
|
|
| 653 |
4571
|
daigle
|
<div class="code">java.lang.InternalError: Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.</div>
|
| 654 |
|
|
|
| 655 |
|
|
<p>You should add this line: </p>
|
| 656 |
|
|
|
| 657 |
|
|
<div class="code">JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</div>
|
| 658 |
4689
|
daigle
|
|
| 659 |
4571
|
daigle
|
<p>at the first line of the catalina.sh file in the tomcat bin directory. The reason is that
|
| 660 |
|
|
GeoServer uses X11 windows to draw graphics.</p>
|
| 661 |
|
|
|
| 662 |
|
|
<a name="UpgradeConfigureMetacat"></a><div class="header2">Configure Metacat</div>
|
| 663 |
|
|
<p>Once you see the Metacat configuration screen, you can follow the instructions in the
|
| 664 |
4716
|
daigle
|
<a href="./metacat-configure.html"> Configuring Metacat Section</a>
|
| 665 |
4571
|
daigle
|
to complete the internal configuration of Metacat.</p>
|
| 666 |
3066
|
perry
|
|
| 667 |
4571
|
daigle
|
<a name="Registry"></a><div class="header1">Web Based Registry</div>
|
| 668 |
|
|
<p>The registry allows users to upload simple metadata documents directly from the web. See the separate
|
| 669 |
|
|
<a href="registry_installation.html">Registry Installation Guide</a>.</p><br/><br/>
|
| 670 |
878
|
berkley
|
</body>
|
| 671 |
|
|
</html>
|