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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: walbridge $'
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  *    '$Date: 2008-11-19 17:16:15 -0800 (Wed, 19 Nov 2008) $'
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  *    '$Revision: 4599 $'
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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 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 UNIX 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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</table>
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<hr>
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<div class="header1"><p class="emphasis">***Disclaimer***</p></div>
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<p class="emphasis">
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   These installation instructions are meant for a systems administrator/DBA
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   or someone who is an advanced computer user.  They are NOT meant for
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   the average computer user.  Please realize that by executing these
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   instructions, you may have to trouble shoot many advanced issues yourself.
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</p>
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<div class="header1">Table of Contents</div>
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  <div class="toc">
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    <div class="toc1"><a href="#QuickInstructions">Quick Instructions</a></div>
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      <div class="toc2"><a href="#QuickInstall">Quick Installation</a></div> 
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      <div class="toc2"><a href="#QuickUpdate">Quick Update</a></div>
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    <div class="toc1"><a href="#SourceInstall">Installing From Source Code</a></div>
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      <div class="toc2"><a href="#WindowsXP">Windows XP</a></div>
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      <div class="toc2"><a href="#Ubuntu8.04">Ubuntu 8.04</a></div>
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      <div class="toc2"><a href="#MacOSX">Mac OS X</a></div>
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    <div class="toc1"><a href="#PreInstallation">Pre-Installation</a></div>
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      <div class="toc2"><a href="#MinRequirements">Minimum Requirements</a></div> 
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      <div class="toc2"><a href="#AdditionalRequiredSoftware">Additional Required Software</a></div>
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    <div class="toc1"><a href="#AdditionalSoftwareSetup">Additional Software Setup</a></div>
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      <div class="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="#AdditionalSoftwarePostgres">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="#InstallingMetacat">Installing Metacat</a></div>
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      <div class="toc2"><a href="#InstallDownloadMetacat">Download Metacat Application</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="#InstallRestartTomcat">Restart Tomcat</a></div>
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      <div class="toc2"><a href="#InstallTroubleshooting">Troubleshooting</a></div>
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      <div class="toc2"><a href="#InstallConfigureMetacat">Configure Metacat</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="#UpgradeRestartTomcat">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="QuickInstructions"></a><div class="header1">Quick Instructions</div>
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  <a name="QuickInstall"></a><div class="header2">Quick Installation</div>  
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  <p>These are the installation instructions for a system that has Ubuntu 8.04 installed
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  and has never had Metacat installed on it:</p>
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  <div class=indent>
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    <a name="DownloadMetacatInstall"></a><div class="header3">Download Metacat Package</div>
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    <p>Browse to the 
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      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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      In the Metacat section, select the link that looks like:</p>
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          <div class="code">metacat-bin-X.X.X.tar.gz</div>
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    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
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    <p>Extract the Metacat package files by typing:</p>
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      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
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    <p>You should see a war file and several supporting files.  The location where these files
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    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
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    of this documentation.
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  </div>
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  <div class=indent>
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    <a name="CreateMetacatDirs"></a><div class="header3">Create Metacat Directories</div>
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    <p>Create the metacat utility base directory by typing:</p>
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      <div class="code">sudo mkdir /var/metacat</div>
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          <div class="code">sudo chown -R &lt;tomcat_user&gt; /var/metacat</div>
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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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  </div>
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  <div class=indent>
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    <a name="InstallJava"></a><div class="header3">Install Java</div>
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    <p>Install Java by typing:</p>
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      <div class="code">sudo apt-get install sun-java5-jdk</div>
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        <p>hit "ok" then "yes" for license agreement<p>
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  </div>
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  <div class=indent>
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   <a name="InstallApache"></a><div class="header3">Install Apache</div>
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        <p>Install Apache and and Mod JK packages by typing:</p>        
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      <div class="code">sudo apt-get install apache2 libapache2-mod-jk</div>
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    <p>Set up Mod JK apache configuration by typing:</p>
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      <div class="code">sudo cp &lt;metacat_package_dir&gt;/jk.conf /etc/apache2/mods-available</div>
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      <div class="code">sudo cp &lt;metacat_package_dir&gt;/workers.properties /etc/apache2</div>
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    <p>Enable Apache Mod JK by typing:</p>
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      <div class="code">sudo a2dismod jk</div>
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      <div class="code">sudo a2enmod jk</div>
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    <p>Set up and enable knb (Metacat) site configurations by typing:</p>
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      <div class="code">sudo cp &lt;metacat_package_dir&gt;/knb /etc/apache2/sites-available</div>
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      <div class="code">sudo a2ensite knb</div>
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    <p>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:</p>
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      <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority /etc/apache2/sites-available</div>
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      <div class="code">sudo a2ensite authority</div>
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    <p>Restart apache to bring in changes by typing:</p>
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      <div class="code">sudo /etc/init.d/apache2 force-reload</div>
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  </div>
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  <div class=indent> 
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    <a name="InstallTomcat"></a><div class="header3">Install Tomcat</div>
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    <p>Install Tomcat 5.5 by typing:</p>
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      <div class="code">sudo sudo apt-get install tomcat5.5</div> 
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    <p>Install Metacat friendly Tomcat startup script by typing:</p>     
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      <div class="code">sudo /etc/init.d/tomcat5.5 stop</div>    
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      <div class="code">sudo mv /etc/init.d/tomcat5.5 /etc/init.d/tomcat5.5.bak</div>
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      <div class="code">sudo cp &lt;metacat_package_dir&gt;/tomcat5.5 /etc/init.d/tomcat5.5</div>
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      <div class="code">sudo chmod +x /etc/init.d/tomcat5.5</div>
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    </p>
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  </div>
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  <div class=indent>    
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    <a name="InstallPostgres"></a><div class="header3">Install PostgreSQL Database</div> 
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    <p>Install PostgreSQL by typing:</p>
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      <div class="code">sudo apt-get install postgresql</div>
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    <p>Change to postgres user:</p>
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      <div class="code">sudo su - postgres</div>
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    <p>Setup empty Metacat database instance editing the postgreSQL configuration file:</p>  
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      <div class="code">gedit /etc/postgresql/8.3/main/pg_hba.conf</div>
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    <p>and adding the following line:</p>
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      <div class="code">host metacat metacat 127.0.0.1 255.255.255.255 password</div>
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    <p>Save the file, then create the metacat instance:</p>
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      <div class="code">createdb metacat</div>
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    <p>Log into postgreSQL by typing:</p>
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          <div class="code">psql metacat</div>
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        <p>and create the metacat user by typing at the psql prompt:</p>
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          <div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'your_password';</div>
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        <p>where your_password is whatever password you would like for the metacat user.</p>
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        <p>Exit PostgreSQL by typing</p>
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          <div class="code">\q</div>
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        <p>Restart the PostgreSQL database to bring in changes:</p>
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          <div class="code">/etc/init.d/postgresql-8.3 restart</div>
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        <p>Log out of the postgres user account by typing:</p>
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          <div class="code">logout</div>
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        <p>Test the installation and metacat account by typing:</p>
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          <div class="code">psql -U metacat -W -h localhost metacat</div>
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        <p>Log back out of postgreSQL:</p>
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          <div class="code">\q</div>
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  </div>
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  <div class=indent>        
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    <a name="QuickInstallMetacatWar"></a><div class="header3">Install Metacat War</div> 
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    <p>Copy the war file to Tomcat:</p>
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          <div class="code">sudo cp &lt;metacat_package_dir&gt;/knb.war /usr/share/tomcat5.5/webapps</div>
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        <p>Restart Tomcat:</p>  
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          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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  </div>
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  <div class=indent>        
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    <a name="QuickInstallLsidWar"></a><div class="header3">Install LSID War</div> 
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    <p>If you want to run an LSID server along with the Metacat server, copy the 
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    authority.war file to Tomcat:</p>
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          <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority.war /usr/share/tomcat5.5/webapps</div>
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        <p>Restart Tomcat:</p>  
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          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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  </div>
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  <div class=indent>        
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    <a name="ConfigureMetacatInstall"></a><div class="header3">Configure Metacat</div> 
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    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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    to complete your installation of Metacat.</p>
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  </div>
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  <a name="QuickUpdate"></a><div class="header2">Quick Update</div>
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  <p>These are the instructions for a system that already has Metacat installed on it, 
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  but needs a Metacat upgrade:</p>
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  <div class=indent>
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    <a name="DownloadMetacatUpdate"></a><div class="header3">Download Metacat Package</div>
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    <p>Browse to the 
214
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
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      In the Metacat section, select the link that looks like:</p>
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          <div class="code">metacat-bin-X.X.X.tar.gz</div>
217
    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
218
    <p>Extract the Metacat package files by typing:</p>
219
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
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    <p>You should see a war file and several supporting files.  The location where these files
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    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
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    of this documentation.
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  </div>
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  <div class=indent>
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    <a name="BackupApplication"></a><div class="header3">Backup Existing Metacat Installation</div>
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    <p>To be safe, it is best to backup the existing Metacat installation.  Do so by typing: </p>
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          <div class="code">cp <web_app_dir>/knb <web_app_dir>/knb.bak</div>
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          <div class="code">cp <web_app_dir>/knb.war <web_app_dir>/knb.war.bak</div>
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        <p>Of course, you can use any backup strategy you like (or none at all).</p>
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  </div>
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    <div class=indent>        
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    <a name="QuickUpdateMetacatWar"></a><div class="header3">Install Metacat War</div> 
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    <p>Copy the war file to Tomcat:</p>
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          <div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div>
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        <p>Restart Tomcat:</p>  
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          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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  </div>
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  <div class=indent>        
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    <a name="QuickUpdateLsidWar"></a><div class="header3">Update LSID War</div> 
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    <p>If you want to run an LSID server along with the Metacat server, copy the 
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    authority.war file to Tomcat:</p>
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          <div class="code">sudo cp &lt;metacat_package_dir&gt;/authority.war /usr/share/tomcat5.5/webapps</div>
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        <p>Restart Tomcat:</p>  
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          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
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  </div>
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  <div class=indent>        
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    <a name="ConfigureMetacatInstall"></a><div class="header3">Configure Metacat</div> 
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    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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    to complete your installation of Metacat.</p>
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  </div>
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<a name="SourceInstall"></a><div class="header1">Installing From Source Code</div>
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<p>These documents are meant to outline the metacat installation process on specific platforms. They are 
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<strong><em>not</em></strong> a substitute for the below instructions and only meant as a supplemental guideline. </p>  
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  <a name="WindowsXP"></a><div class="header2">Windows XP</div> 
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    <p> See the <a href="os_specific/install_metacat_windows.html">Windows XP installation instructions</a>.</p>
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  <a name="Ubuntu8.04"></a><div class="header2">Ubuntu 8.04</div>
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    <p> See the <a href="os_specific/install_metacat_ubuntu.html">Ubuntu 8.04 installation instructions</a>.</p>
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  <a name="MacOSX"></a><div class="header2">Mac OS X</div>
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    <p> See the <a href="os_specific/install_metacat_mac.html">Mac OS X installation instructions</a>.</p>
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<a name="PreInstallation"></a><div class="header1">Pre-Installation</div>
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  <a name="MinRequirements"></a><div class="header2">Minimum Requirements</div> 
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  <p>
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   Installing Metacat requires a server running an SQL92 compliant database
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   (Oracle 8i or Postgresql recommended) with at least 128MB RAM, and a Pentium III class
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   processor or higher.  The amount of disk space required depends on the
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   size of your RDBMS tablespace (which should be at least 10 MB, 
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   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
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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>
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  <p>
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   The server on which you wish to install Metacat must have the following
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   software installed and running correctly before attempting to install
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   Metacat.
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   <ul>
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     <li><a href="http://www.oracle.com">Oracle 8i</a> (or another SQL92
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         compliant RDBMS like Postgres)</li>
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     <li><a href="http://jakarta.apache.org/ant/index.html">Apache Jakarta-Ant</a>
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     </li>
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     <li><a href="http://jakarta.apache.org/tomcat/index.html">Apache Jakarta-Tomcat</a>
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       <p class="emphasis">Note: For a more robust web serving environment, 
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       Apache web server should
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       be installed along with Tomcat and the two should be integrated
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       as described on the Apache web site.</p>
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     </li>
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   </ul>
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  </p>
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<a name="AdditionalSoftwareSetup"></a><div class="header1">Additional Software Setup</div>
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  <a name="AdditionalSoftwareJava"></a><div class="header2">Java</div>
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  <p>You'll need a recent Java SDK; J2SE 1.4.2 or later is required.  The latest metacat release
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  has been tested most extensively with <a href="http://java.sun.com/j2se/1.5.0/">J2SE 5.0</a>
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  and this is the recommended version.
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  Make sure that JAVA_HOME environment variable is properly set and that both
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  java and javac are on your PATH.
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  </p>
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  <a name="AdditionalSoftwareOracle"></a><div class="header2">Oracle 8i</div>
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  <p>The Oracle RDBMS must be installed and running as a daemon on the system.
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   In addition the JDBC listener must be enabled.  You can enable it by
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   logging in as your Oracle user and typing the following:</p>
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     <div class="code">lsnrctl start</div>
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   <p>Your instance should have a table space of at least 5 MB (10 MB or higher 
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   recommended).  You should also have a username specific to Metacat
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   created and enabled.  This user must have most normal permissions 
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   including CREATE SESSION, CREATE TABLE, CREATE INDEX, CREATE TRIGGER, 
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   EXECUTE PROCEDURE, EXECUTE TYPE, etc.  If an action is unexplainably 
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   rejected by Metacat it is probably because the user permissions are not
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   correctly set.</p>
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  <a name="AdditionalSoftwarePostgreSQL"></a><div class="header2">PostgreSQL</div>
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  <p>PostgreSQL can be easily installed on most linux distributions and on
322
  Windows (using cygwin) and Mac OS X.  Using Fedora Core or RedHat Linux,
323
  you can install the rpms for postgres and then run </p>
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325
    <div class="code">/etc/init.d/postgresql start</div> 
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327
  <p>in order to start the database. 
328
  On Ubuntu and other Debian-based Linux distributions, you can use the apt-get command
329
  to install postgres: <code>sudo apt-get install postgresql-8.0</code> and 
330
  then run <code>/etc/init.d/postgresql-8.0 start</code> to start.
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332
  This initializes the data files.  You need to do a bit of configuration
333
  to create a database and set up a user account and allow internet access
334
  via jdbc.  See the postgres documentation for this, but here is a quick 
335
  start:
336
  <ul>
337
     <li>Switch to the "postgres" user account and edit "data/pg_hba.conf", adding the following line to the file:<br>
338
     <code>host   metacat  metacat      127.0.0.1         255.255.255.255   password</code><br>
339
     If your host uses IPv6 addresses, you may need this line instead:
340
     <code>host   metacat  metacat      ::1               ffff:ffff:ffff:ffff:ffff:ffff:ffff:ffff password</code></li>
341
     <li>If you are using Postgresql pre-8.0, you must edit the "data/postgres.conf" file and uncomment and edit the line
342
     starting with "tcpip_socket" so that it reads 
343
     <code>tcpip_socket = true</code></li>
344
     <li>Run <code>createdb metacat</code> to create a new database</li>
345
     <li>Run <code>psql metacat</code> to log in using the postgres account and create a new "metacat" user account
346
     <ul>
347
        <li>In postgres, run <code>CREATE USER metacat WITH UNENCRYPTED PASSWORD 'apasswordyoulike';</code></li>
348
        <li>This creates a new account called metacat on the database named metacat</li>
349
        <li>Note: there are many ways to do this, so others such as using 
350
        ENCRYPTED passwords will work fine.</li>
351
     </ul>
352
     </li>
353
     <li>Exit the postgres account back to root and restart the postgres 
354
     database with <code>/etc/init.d/postgresql restart</code></li>
355
     <li>Test logging into the postgres db using the metacat account with 
356
     the following command: 
357
     <code>psql -U metacat -W -h localhost metacat</code></li>
358
  </ul>
359
  </p>
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361
  <a name="AdditionalSoftwareAnt"></a><div class="header2">Ant</div>
362
  <p>
363
   Ant is a Java based build application similar to Make on UNIX systems.  
364
   It takes in installation parameters from a file in the root installation
365
   directory named "build.xml".  The Metacat CVS module contains a default
366
   build.xml file that may require some modification upon installation.  Ant
367
   should be installed on the system and the "ant" executable shell script 
368
   should be available in the users path. The latest metacat release was tested with 
369
   Ant 1.6.5. <!-- We note that the current build is 
370
   not working with Ant 1.6.x, so you'll need to use an earler version.  We have 
371
   successfully used Ant 1.5.1, 1.5.2, and some earlier versions. -->
372
  </p>
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374
  <a name="AdditionalSoftwareTomcat"></a><div class="header2">Tomcat</div>
375
  <p>
376
    Install Tomcat into the directory of your choice. The directory in which 
377
    you install Tomcat itself will be referred to as the "$CATALINA_HOME".
378
    We recommend that you install Tomcat version 5.5.  More details about 
379
    Tomcat installation are available <a href=" http://jakarta.apache.org/tomcat/index.html">here</a>.
380
  </p>
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382
<a name="InstallingMetacat"></a><div class="header1">Installing Metacat</div>
383
  <a name="protocol"></a>
384
  <p>This section is only for a fresh installation. If you are upgrading an existing Metacat, please skip
385
  this section and go to the next one - <a href="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
386
  
387
  <a name="InstallDownloadMetacat"></a><div class="header2">Download Metacat Application</div>
388
    <p>Browse to the 
389
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
390
      In the Metacat section, select the link that looks like:</p>
391
          <div class="code">metacat-bin-X.X.X.tar.gz</div>
392
    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
393
    <p>Extract the Metacat package files by typing:</p>
394
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
395
    <p>You should see a war file and several supporting files.  The location where these files
396
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
397
    of this documentation.
398
        
399
  <a name="InstallMetacatWar"></a><div class="header2">Install Metacat War</div> 
400
    <p>Copy the war file to Tomcat:</p>
401
          <div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div>
402
        <p>Restart Tomcat:</p>  
403
          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
404

    
405
  <a name="InstallRestartTomcat"></a><div class="header2">Restart Tomcat</div>
406
  <p>Once you have successfully installed Metacat, there is one more step.  Tomcat
407
   (and Apache if you have Tomcat integrated with it) must be restarted.  To do
408
   this, login as the user that runs your tomcat server (often "tomcat"),
409
   go to $CATALINA_HOME/bin and type: </p>
410
   
411
     <div class="code">./shutdown.sh</div>
412
     <div class="code">./startup.sh</div>
413
   
414
   <p>In the Tomcat startup messages you should see something in the log file like:</p>
415
   
416
     <div class="code">Metacat: [WARN]: Metacat (1.9.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]</div>
417

    
418
   <p>If you see that message Tomcat has successfully loaded the Metacat servlet.
419
   Next, try to run your new servlet.  Go to a web browser and type:</p>
420
   
421
     <div class="code">http://yourserver.yourdomain.com/yourcontext/</div>
422
     
423
   <p>You should substitute your context name for "yourcontext" in the url above.
424
   If everything is working correctly, you should see a Metacat configuration screen.  Note that if you do not have Tomcat integrated with
425
   Apache you will probably have to type:</p>
426
   
427
     <div class="code">http://yourserver.yourdomain.com:8080/yourcontext/</div>
428

    
429
  <a name="InstallTroubleshooting"></a><div class="header2">Troubleshooting</div>
430
  <p>If you see something like:</p>
431
  
432
    <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>
433
  
434
  <p>You should add this line: </p>
435
  
436
    <div class="code">JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</div> 
437
  
438
  <p>at the first line of the catalina.sh file in tomcat bin directory. The reason is that 
439
  GeoServer uses X11 windows to draw graphics.</p>
440
  
441
  <a name="InstallConfigureMetacat"></a><div class="header2">Configure Metacat</div>
442
  <p>Once you see the Metacat configuration screen, you can follow the instructions in the 
443
  <a href="./metacatconfigure.html"> Configuring Metacat Section</a> 
444
  to complete the internal configuration of Metacat.</p>
445

    
446
<a name="UpgradingMetacat"></a><div class="header1">Upgrading Existing Metacat</div>
447
  <a name="protocol"></a>
448
  <p>The following instructions are for upgrading an existing Metacat.
449
  
450
  <a name="UpgradeStopMetacat"></a><div class="header2">Stop the Running Metacat</div>
451
   <p>To do this, login as the user that runs your tomcat server (often "tomcat"),
452
   go to $CATALINA_HOME/bin and type:</p>
453
   
454
   <div class="code">./shutdown.sh</div>  
455
  
456
  <a name="UpgradeDownloadMetacat"></a><div class="header2">Download Latest Metacat Application</div>
457
    <p>Browse to the 
458
      <a href="http://knb.ecoinformatics.org/software/download.html">KNB Software Download Page</a>.
459
      In the Metacat section, select the link that looks like:</p>
460
          <div class="code">metacat-bin-X.X.X.tar.gz</div>
461
    <p>where X.X.X is the latest version of Metacat.  Choose to save the file locally.</p>
462
    <p>Extract the Metacat package files by typing:</p>
463
      <div class="code">tar -xvzf metacat-bin-X.X.X.tar.gz</div>
464
    <p>You should see a war file and several supporting files.  The location where these files
465
    were extracted will be refered to as the the &lt;metacat_package_dir&gt; for the remainder 
466
    of this documentation.</p>
467
 
468
   <a name="UpgradeMetacatWar"></a><div class="header2">Upgrade Metacat War</div> 
469
    <p>Copy the war file to Tomcat:</p>
470
          <div class="code">sudo cp knb.war /usr/share/tomcat5.5/webapps</div>
471
        <p>Remove (or rename) the existing application directory:</p>
472
          <div class="code">sudo rm -rf /usr/share/tomcat5.5/webapps/knb</div>
473
          <p> or </p>
474
          <div class="code">sudo mv /usr/share/tomcat5.5/webapps/knb /usr/share/tomcat5.5/webapps/knb.bak</div>
475
        <p>Restart Tomcat:</p>  
476
          <div class="code">sudo /etc/init.d/tomcat5.5 restart</div>
477
 
478
  <a name="UpgradeRestartTomcat"></a><div class="header2">Restart Tomcat</div>
479
    <p>Once you have successfully installed Metacat, there is one more step.  Tomcat
480
    (and Apache if you have Tomcat integrated with it) must be restarted.  To do
481
    this, login as the user that runs your tomcat server (often "tomcat"),
482
    go to $CATALINA_HOME/bin and type: </p>
483
   
484
      <div class="code">./startup.sh</div>
485
   
486
    <p>In the Tomcat startup messages you should see something in the log file like:</p>
487
   
488
      <div class="code">Metacat: [WARN]: Metacat (1.8.0) initialized. [edu.ucsb.nceas.metacat.MetaCatServlet]</div>
489
     
490
    If you see that message Tomcat has successfully loaded the Metacat servlet.
491
    Next, try to run your new servlet.  Go to a web browser and type:</p>
492
   
493
      <div class="code">http://yourserver.yourdomain.com/yourcontext/</div>
494
     
495
    <p>You should substitute your context name for "yourcontext" in the url above.
496
    If everything is working correctly, you should see a query page followed
497
    by an empty result set.  Note that if you do not have Tomcat integrated with
498
    Apache you will probably have to type</p>
499
   
500
    <div class="code">http://yourserver.yourdomain.com:8080/yourcontext/</div>
501

    
502
  <a name="UpgradeTroubleshooting"></a><div class="header2">Troubleshooting</div>
503
  <p>If you see something like: 
504
  
505
    <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>
506
  
507
  <p>You should add this line: </p>
508
  
509
    <div class="code">JAVA_OPTS="-Djava.awt.headless=true $JAVA_OPTS"</div> 
510
  <p>at the first line of the catalina.sh file in the tomcat bin directory. The reason is that 
511
  GeoServer uses X11 windows to draw graphics.</p>
512
  
513
  <a name="UpgradeConfigureMetacat"></a><div class="header2">Configure Metacat</div>
514
  <p>Once you see the Metacat configuration screen, you can follow the instructions in the 
515
  <a href="./metacatconfigure.html"> Configuring Metacat Section</a> 
516
  to complete the internal configuration of Metacat.</p>
517

    
518
<a name="Registry"></a><div class="header1">Web Based Registry</div>
519
  <p>The registry allows users to upload simple metadata documents directly from the web.  See the separate 
520
  <a href="registry_installation.html">Registry Installation Guide</a>.</p><br/><br/>
521
</body>
522
</html>