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Revision 4667

Added by daigle about 12 years ago

Update with windows install documentation

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docs/dev/building-metacat.html
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  but a few convenience options have been added to help the developer. </p>  
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  <p>These instructions are meant to augment the Install Metacat War section of the
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  <a href="../user/metacat-install.html">Metacat Installation Guide</a>.</p>
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  following guides
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  <ul>
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  <li><a href="../user/metacat-linux-install.html">Metacat Linux Installation Guide</a>.</li>
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  <li><a href="../user/metacat-windows-install.html">Metacat Windows Installation Guide</a>.</li>
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  </ul>
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  <p>Metacat is built using the Ant build utility.  You will need to have Ant
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  installed on your development system to build Metacat</p>
docs/user/replication.html
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<a name="ControlPanel"></a><div class="header1">The Replication Control Panel:</div>      
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  There is an html control panel for controling replication.  After
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  <a href="./Metacat-install.html">installing</a> Metacat, you can access
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  installing Metacat, you can access
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  it by going through the Metacat servlet context you have setup and calling up
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  replControl.html.  For instance, if you setup a Metacat servlet instance 
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  called 'knb' you would probably type 
docs/user/metacat-source-build.html
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    <p>You should see a new file named:</p>
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      <div class="code">&lt;metacat_src_dir&gt;/dist/knb.war</div>
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    <p>This file will be used during the
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      <a href="./metacat-install.html#InstallingMetacat">Metacat Installation</a>.</p>
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  <br>
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docs/user/metacat-windows-install.html
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<!-- 
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  *   '$RCSfile$'
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  *     Purpose: web page describing the installation of Metacat
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  *   Copyright: 2008 Regents of the University of California and the
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  *               National Center for Ecological Analysis and Synthesis
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  *     Authors: Michael Daigle
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  *
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  *    '$Author: daigle $'
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  *    '$Date: 2008-12-03 08:56:36 -0800 (Wed, 03 Dec 2008) $'
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  *    '$Revision: 4646 $'
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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 Windows 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 Windows 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="#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="#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="#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="#ConfigureMetacatUpdate">Configure Metacat</a></div> 
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   </div> 
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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 Windows 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.zip</div></li>
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  <li>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 using your windows zip utility.</li>
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  <li>You should see a war file and several supporting files (we will only use the war).  
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  The location where these files were extracted will be refered to as the the 
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  &lt;metacat_package_dir&gt; for the remainder 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 at:
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    <div class="code">C:/Program Files/metacat</div></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> Browse to:
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    <div class="code">http://java.sun.com/javase/downloads/index_jdk5.jsp</div></li>
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  <li>Follow instructions to download JDK 5.0 Update 17</li>
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  <li>Run the installer executable that you downloaded</li>
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  <li>Set the JAVA_HOME environment variable:</li>
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	<ul>
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	<li>In "My Computer" properties, go to: advanced settings -> environment variables</li>
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	<li>Add System Variable: JAVA_HOME C:\Program Files\Java\jdk1.5.0_17</li>
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	</ul>
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  </ul>
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  <!--div class=indent>
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   <a name="InstallApache"></a><div class="header2">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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  <a name="InstallTomcat"></a><div class="header2">Install Tomcat</div>
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  <ul>
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  <li>Browse to: http://tomcat.apache.org/download-55.cgi</li>
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  <li>Download tomcat core zip file</li>
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  <li>Extract tomcat files to 
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	<div class="code">C:\Program Files\tomcat</div>
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  using the windows zip utility.</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>Browse to http://www.postgresql.org/download/windows</li>
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  <li>Download the one-click installer</li>
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  <li>run the installer executable</li>
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  <li>Edit C:\Program Files\PostgreSQL\8.3\data and add:
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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>Create user. At command line, go to 
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	<div class="code">C:\Program Files\PostgreSQL\8.3\bin</div>
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  and run:
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	<div class="code">createdb -U postgres metacat (enter super user password)</div></li>
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  <li>Create metacat user.  First log into postgres:
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	<div class="code">psql -U postgres metacat (enter super user password)</div>
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    and create user by running:
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    <div class="code">CREATE USER metacat WITH UNENCRYPTED PASSWORD 'your_password'</div>
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	<div class="code">type: \q to exit</div></li>
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  <li>Restart postgres from the start menu by selecting:
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	<div class="code">run start/All Programs/PostgreSQL 8.3/Stop Server</div>
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	<div class="code">run start/All Programs/PostgreSQL 8.3/Start Server</div></li>
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  <li>Test the installation by logging in as metacat user: 
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	<div class="code">psql -U metacat -W -h localhost metacat</div>
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    <div class="code">type: \q to exit</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">copy &lt;metacat_package_dir&gt;\knb.war C:\Program Files\tomcat\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="./metacatconfigure.html">Metacat Confguration</a>
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  to complete your installation of Metacat.</p>
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  <a name="QuickUpdate"></a><div class="header1">Quick Update</div>
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  <p>These are the instructions for a Windows system that already has Metacat installed on it, 
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  but needs a Metacat upgrade:</p>
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  <a name="DownloadMetacatUpdate"></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.zip</div></li>
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  <li>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 using your windows zip utility.</li>
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  <li>You should see a war file and several supporting files (we will only use the war).  
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  The location where these files were extracted will be refered to as the the 
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  &lt;metacat_package_dir&gt; for the remainder of this documentation.</li>
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  </ul>
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  <a name="BackupApplication"></a><div class="header2">Backup Existing Metacat Installation</div>
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  <ul>
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  <li>To be safe, it is best to backup the existing Metacat installation.  Do so by copying: 
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	<div class="code">&lt;web_app_dir&gt;/knb to &lt;web_app_dir&gt;/knb.&lt;yyyymmdd&gt;</div>
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	<div class="code">&lt;web_app_dir&gt;/knb.war to &lt;web_app_dir&gt;/knb.war.&lt;yyyymmdd&gt;</div></li>
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  <li>Of course, you can use any backup strategy you like (or none at all).</li>
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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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	  <div class="code">sudo cp knb.war to C:\Program Files\tomcat\webapps</div></li>
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	<li>Restart Tomcat: 
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	  <div class="code">C:\Program Files\tomcat\shutdown.bat</div>
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	  <div class="code">C:\Program Files\tomcat\startup.bat</div></li>
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    </ul>
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  <a name="ConfigureMetacatUpdate"></a><div class="header2">Configure Metacat</div> 
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    <p>Refer to the documentation on <a href="./metacatconfigure.html">Metacat Confguration</a>
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    to complete your installation of Metacat.</p>
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  <br>
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</body>
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</html>
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docs/user/index.html
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<tr>
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  <td>
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  <p><a href="/software/download.html">Download Metacat</a></p>
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  <p><a href="./metacat-install.html">Metacat Installation Instructions</a></p>
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  <h3>Installation Instructions</h3>
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  <ul>
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    <li><a href="./metacat-linux-install.html">Linux Installation Instructions</a></li>
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    <li><a href="./metacat-windows-install.html">Windows Installation Instructions</a></li>
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  </ul>
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  <p>Metacat is a flexible metadata database. It utilizes 
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     <a href="http://www.w3.org/TR/REC-xml" target="offline">XML</a> as a 
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     common syntax for representing the large number of metadata content

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