Difference between revisions of "User:Bourke/Sandbox"

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Richard Bourke Sandbox
Richard Bourke Sandbox
==Installation Step-by-Step: PubMan 628 Local Installation ==
'''Purpose of Document'''
This Document is written to give fuller information on the steps to set up a locally running PubMan 6.2.8 Server on your Local Machine, together with all the complicated software stack on which it depends. "Installation Verification Checks" at each stage are provided, and some links to further useful documentation.
'''Intended Audience of this Document'''
Developers, Administrators or Archivists / Librarians with quite advanced computer skills, who wish to see for themselves what PubMan and EsciDoc may offer for benefits, and look for themselves behind the scenes at the software infrastructure involved.
'''Scope and dependencies of this Document'''
This Document is written in July/August 2011 and is based on the then current tested PubMan Production and Demonstration Environment.
* PubMan Release: 6.2.8
* EsciDoc Core-Services: 1.2.2
* Oracle/Sun Java 6 SDK: 1.6_24 or later 1.6_xx maintenance release
* JBoss Application Server: 4.2.2 (Later releases exist, but do not work with ESciDoc)
* PostgreSQL: 8.3.x.x (Later releases exist, but do not work with Pubman)
'''Limits of this Document'''
Time constraints prevent the documentation of a installation instructions for all tested PubMan and ESciDoc Environment. Specifically, this document only describes installation of PubMan 6.2.8 with two tested operating systems environments (Linux (Distribution: Ubuntu 10_04 Desktop 32 Bit) and Windows (Windows 7 Professional 32 Bit) and one tested Database environment (PostgresQL 8.3). It currently also does not include installation instructions on the ESciDocAdmin Application (which allows the creation of new PubMan / ESciDoc Users and similar administration tasks).
We will update this documentation to cover administration tasks in the future.
'''A note on the screenshots'''
Severals of the installation steps use graphical installers of up to twenty screens. To preserve space, the screenshots are presented as thumbnails. Simply click on them to expand them back to full size. Use of yellow highlighter indicates that an important default was changed, or important information entered. Screens that simply present introductory information have not been included.
==Current Documentation==
Here is the at time of writing current documentation on PubMan and ESciDoc standalone installation, upon which this document attempts to expand.
[http://escidoc1.escidoc.mpg.de/projects/pubman/get_pubman/download.html Pubman Download Page retrieved July 2011]
==Installation of Oracle/Sun Java 6 JDK==
===Installation on Linux===
Neither PubMan, nor ESciDoc Core-Services, nor JBoss Application Server, have been tested with the default java OpenJDK installed with Ubuntu 10.04 LTS "Lucid Lynx". So it's necessary to install the Closed-Source Oracle/Sun Java6 JDK. There are various ways to do this, this document describes the approach from a gnome Terminal Window.
  sudo add-apt-repository “deb http://archive.canonical.com/ lucid partner”
  sudo apt-get update
  sudo apt-get install sun-java6-jre sun-java6-plugin sun-java6-jdk
And remove OpenJdk just in case of clashes
  sudo apt-get remove openjdk-6-jre icedtea6-plugin openjdk-6-jre-headless icedtea-6-jre-cacao
===Installation on Windows===
Download the latest version of the Java Developer Kit (from now on called "JDK") (alternative names, Java SE) from the [http://www.oracle.com/technetwork/java/javase/downloads/index.html Oracle Download Site] and install to for example under c:\dev. Note that the download runs through twice. Once to install the JDK, once to install the Java Runtime Environment ("JRE"). Note that Escidoc Core-Services and the JBoss 4.2.x Application Server require the Java Developer Kit. A Java Runtime is not sufficient.
Here are some screenshots of this (use of highlighting indicates that default options were changed) :
[[File:Jdk_download_1.PNG|thumb|left|alt=Alt text|#1 Choice of Download]]
[[File:Jdk_install_1.PNG|thumb|center|alt=Alt text|#2 Location of JDK]]
[[File:Jdk_install_2.PNG|thumb|left|alt=Alt text|#3 JDK OPtions to install]]
[[File:Jdk_install_3.PNG|thumb|center|alt=Alt text|#4 location of JRE]]
[[File:Jdk_install_4.PNG|thumb|left|alt=Alt text |#5 Options]]
<br style="clear:both" />
Please note that the registration of the product at Oracle is not in fact necessary, it works without registration too.
===Verification of JDK Installation===
Open a command window / shell and verify that the following command returns a valid java version
  java -version
==Installation of PostgreSQL 8.3==
===Installation on Linux===
The exact syntax varies depending on Linux Distribution. In the case of Ubuntu 10_04 LTS (Lucid Lynx) the following installs and creates the PostgreSQL Server, clients, and graphical clients, and creates the initial database.
  user@hostname:~$ sudo apt-get install postgresql pgadmin3 postgresql-contrib
The [https://help.ubuntu.com/community/PostgreSQL Ubuntu Community Documentation] gives further configuration help. At an absolute minimum, you will need to set the database password of the postgres DB-User to a known value for the later installation steps
===Installation on Windows===
The "Postgres Plus" 8.3.15.1 Download from  [http://www.enterprisedb.com/products-services-training/pgdownload Enterprisedb.com] contains a good graphical installer. Pubman is not yet tested with the newer Version PostgreSQL 9.0. The 8.4.x Installer at the site also works, but the subsequent installation of ESciDoc 1.2.x makes changes to database settings that fail to work with the 8.4.x default setup. So Use of the 8.3 installer is recommended.
Notes on the following screenshots. Postgres uses both an OS Userid such as (Machinename)\postgres on windows and a DB-internal userid postgres. Confusingly, both are called "postgres". Only the OS postgres Userid can actually create the initial database. The database Postgres Userid is less needed in the default installation and can normally be ignored, but amongst other things functions as the database owner of the initial PostgreSQL Database catalog. You only get the option to set the OS-User password in the installation procedure described here, and there is no need to normally set the database-userid.
On some Windows machines, the graphical creation of the initial postgres database under the OS-Userid will fail unless the windows service "Secondary Login" is running. If necessary, start it via Windows Control Panel / Administration / Services.
[[File:Pg_813_installdir.png|thumb|left|alt=Alt text|#1 Select Installation Directory]]
[[File:Pg_813_datadir.png|thumb|center|alt=Alt text|#2 Select Database Directory]]
[[File:Pg_813_portnumber.PNG|thumb|left|alt=Alt text|#3 Leave Portnumber of DatabaseServer at default]]
[[File:Pg_813_postgrespassword.png|thumb|center|alt=Alt text|#4 Set the OS-Userid "postgres" password. '''Take care to remember this password, which is needed several times later in the installation'''.]]
[[File:Pg_813_locale.png|thumb|left|alt=Alt text|#5 Set the Locale of the DB to default]]
[[File:Pg_813_launchstackbuilder.png|thumb|center|alt=Alt text|#6 Do not run the "Stackbuilder" utility to install extra Posgres components]]
<br style="clear:both" />
===Verification of PostgreSQL Installation===
On both Windows and Linux, the graphical query and managementclient  ''pgAdmin III'' is now installed. You can use this to connect via the postgres DB-User and the password you set for this. Therefore click on menu "tools" and than "Connect". A server connection will be started. You will see a range of example and catalog databases installed.
'''Caution:''' Use of SQL from PGAdmin III with the superuser account postgres to change either catalog or Escidoc or Pubman data will work, and that is very bad news. Because doing this will leave the data on the Postgresql Server in an inconsistent state, and is likely to lead to a necessity to reinstall the whole product stack or at minimum recreate the initial postgres database and reload all data from backup. Both EScidoc and Pubman are designed to maintain their own data consistency, and rely on that data being consistent. PostgreSQL utilities like this are merely used for administrative purposes (Database backup, restore, or in this case checking that the installation worked correctly). Changing data via these utilities is a very, very bad idea.
[[File:pg_admin_1.PNG|thumb|left|alt=Alt text|the connection properties to connect to the catalog]]
[[File:pg_admin_2.PNG|thumb|center|alt=Alt text|The catalog tables under pg_catalog expanded]]
<br style="clear:both" />
==Installation of ESciDoc Core-Services 1.2.x (on either Linux or on Windows)==
Once you have downloaded the graphical install for ESciDoc Core-Services it can be run by opening a command-shell (CMD.EXE for windows), changing to the download directory and running
  java -jar ./escidoc-core-1.2.2-install.jar
(or .\escidoc-core-1.2.2-install.jar on windows) Since its a java program, it runs identically on both windows and unix, so there is no need for platform-specific screenshots. Please remember to start the PostgreSQL database server before installation.
The installation creates a total of 5 new users - make sure to remember the passwords -  and some of the questions have far-reaching implications. In particular:
* consider carefully before changing the default answer "localhost" to question #2, "Enter Hostname". If you simply want to create a test Pubman Server that only you will use, the default is almost certainly the right choice. However, the server will then ''only'' be reachable from the local machine. If you have a need to access the server remotely then by all means change the hostname to the DNS Hostname of the machine. But the server is then reachable for other users too, is therefore less secure, and its configuration defaults are not suitable for more than single-user operation. The screenshots further on in this article assume the server is running on localhost. If you change this here, you will need to change all later occurences of the "server-URL" from ''http://localhost:8080'' to ''http://yourhostname:8080''
* Changing the default installation directories on the other hand is a strong recommendation. Both on Unix and on Windows the defaults have long Directory Names and in some cases embedded blanks, that can cause lots of problems in delivered scripts.
[[File:Escidoc_license.png|thumb|left|alt=Alt text|#1 Accept Opensource ESciDoc License]]
[[File:Escidoc_2_hostname.PNG|thumb|center|alt=Alt text|#2 Select hostname of server. See note above]]
[[File:Escidoc_3_dbconnection.PNG|thumb|left|alt=Alt text|#3 Accept defaults for DB Connection]]
[[File:Escidoc_4_dbowner_user.PNG|thumb|center|alt=Alt text|#4 ESciDoc Database Owner New userid]]
[[File:Escidoc_5_pgsuperuser.PNG|thumb|left|alt=Alt text|#5  Existing PostgreSQL Superuser password from PG install]]
[[File:Escidoc_6_fedora_superuser.PNG|thumb|center|alt=Alt text|#6 Fedora Repository Superuser New userid]]
[[File:Escidoc_7_installdir.PNG|thumb|left|alt=Alt text|#7 Select Installation Directory]]
[[File:Escidoc_8_install_components.PNG|thumb|center|alt=Alt text|#8 Leave installed components at default]]
[[File:Escidoc_9_esd_superuser.PNG|thumb|left|alt=Alt text|#9 ESciDoc Superuser New userid]]
[[File:Escidoc_10_inspector_user.PNG|thumb|center|alt=Alt text|#10 ESciDoc Readonly User New userid]]
[[File:Escidoc_11_depositor_user.PNG|thumb|left|alt=Alt text|#11 ESciDoc Depositor User New userid similar]]
<br style="clear:both" />
===Verification of ESciDoc Core-Services Installation===
The steps for verification are described well in the readme.html file in the installation root directory. Essentially
# Open a Command Window / Shell Window. (For Windows, type ''cmd'' and hit return in the search box).
# Move to the ./jboss/bin directory ( .\jboss\bin for windows) und the Installation Directory. For example, if # you have installed in c:\pubman type cd \pubman\jboss\bin in the command window.
# run the run.sh (linux) or run.bat (windows) file by typing run run.bat into the command window.
'''Caution You may need to repeat this step''': This step starts the JBoss Server, which takes several minutes. The server will stop automatically when one of the following occurs.
* You hit CTRL-C in the Command Window where the server is running
* You close the command window where the server is running
* You turn off the computer.
So for example if you're installing over several days, this step must be repeated.
====Step 1. Verification that the JBoss Application Server starts successfully====
The server has started successfully when the following message (with varying timestamp) has appeared.
  14:35:14,438 INFO  [Server] JBoss (MX MicroKernel) [4.2.3.GA (build: SVNTag=JBoss_4_2_3_GA date=200807181417)] Started in 1m:6s:827ms
Then log on to the server with the Escidoc Superuser (sysadmin) in a browser on the following URL
  <nowiki>http://localhost:8080/</nowiki>
If you changed the hostname of the server in the installation setup step #2 above, then replace ''localhost'' with your servername and potentially the domain name. For example, if you had installed on ''myhostname'' and you are running in a TCP/IP Domain called ''yourdomain.org'' then one of the following URLs should work:
  <nowiki>http://myhostname:8080/</nowiki>
  <nowiki>http://myhostname.yourdomain.org:8080/</nowiki>
====Step 2. Verification that that the Escidoc Datastores have initialised successfully====
Verify that the database has initialised with PGAdmin III. You should see three new databases. escidoc-core (owner: escidoc); fedora3 (owner:fedoraAdmin) and riTriples(owner: fedoraAdmin)
==Installation of Pubman 6.2.8 (on both Linux and Windows)==
As mentioned above, the installation artefacts on the [http://escidoc1.escidoc.mpg.de/projects/pubman/get_pubman/download.html Pubman project installation page] are up-to-date and valid for Release 6.2.8.
You should download the [http://escidoc1.escidoc.mpg.de/resources/pubman_download_release/pubman_installer-standard.jar graphical installer]. The graphical installer is useful in that it gives a description of many parameters that may be configured in a PubMan installation. All these parameters are taken from the installing user by the program and added to the pubman.properties file.
Note that for a first installation, we don't recommend changing many of them. Just notice that the appearance and functionality of Pubman is highly configurable, and perhaps make a note of interesting parameters for later use.
The installation of Pubman requires a running Escidoc Core-Services, so leave the server from the previous step running. On both Windows and Linux the java installer, once downloaded, can be run with the following command from the Downloads Directory:
  java -jar pubman_installer-standard.jar
[[File:PM628_1_license.PNG|thumb|left|alt=Alt text|#1 Accept Opensource Pubman License]]
[[File:PM628_2_installcomponents.PNG|thumb|center|alt=Alt text|#2 Deselect the Application Server for installation]]
[[File:PM628_3_connectivity.PNG|thumb|left|alt=Alt text|#3 Enter the Sysadmin Password, change Server hostname if necessary]]
[[File:PM628_4_serverurl.PNG|thumb|center|alt=Alt text|#4 Reenter the "Server-URL", changing Server hostname if necessary. The question is asked twice to allow users to run PubMan on a different Server than ESciDoc Core-Services. We are not using this possibility in this case]]
[[File:PM628_5_mailserver.PNG|thumb|left|alt=Alt text|#5 For now, enter dummy information in all fields]]
[[File:PM628_6_cone_connectionparams.PNG|thumb|center|alt=Alt text|#6 Enter the postgres Userid and password to create the Cone Tables in the Database]]
[[File:PM628_7_cone_datatypes.PNG|thumb|left|alt=Alt text|#7 Leave these at default ]]
[[File:PM628_8_cone_initdatasetpassword.PNG|thumb|center|alt=Alt text|#8 enter the initial password for the to-be-created default PubMan Userids pubman_depositor and pubman_moderator]]
[[File:PM628_9_stylesheets.PNG|thumb|left|alt=Alt text|#9 Leave these at default]]
[[File:PM628_10_generalparams.PNG|thumb|center|alt=Alt text|#10 Leave these at default]]
[[File:PM628_11_searchengineparams.PNG|thumb|left|alt=Alt text|#11 Leave these at default ]]
[[File:PM628_12_exportprefs.PNG|thumb|center|alt=Alt text|#12 Leave these at default]]
[[File:PM628_13_content_survey.PNG|thumb|left|alt=Alt text|#13 Leave these at default]]
[[File:PM628_14_installdir.PNG|thumb|center|alt=Alt text|#14 Enter the install directory for Escido]]
[[File:PM628_15_installresultsuccess.PNG|thumb|left|alt=Alt text|#15 The summary of installation results. If successful, as here, then pressing next to continue and write the changed files to the disk ]]
<br style="clear:both" />
When run with these settings the following actions take place
# A valid pubman.properties will be written to the Escidoc Installation Directory under ./jboss/server/default/conf
# The Pubman EAR and two license files will be written to the Escidoc Installation Directory unter ./jboss/server/default/deploy - the JBoss Software will automatically detect these and initialise PubMan correctly.
===Verification of Pubman 6.2.8===
It should not be necessary to restart the JBoss Server after the installation of the PubMan application - but this may be done if desired.
Test the PubMan application by accessing the following URL from the Browser:
  <nowiki>http://localhost:8080/pubman</nowiki>
If you used a different hostname in steps 3 and 4 of the above PubMan installation, because you wished to install PubMan on a Server machine, replace "localhost" with the server name now.
==First steps in using PubMan==
The "initial dataset load" in the previous step (PubMan) installation has created the basic skeleton of technical Metadata to allow you to work with and learn PubMan. This initial skeleton consists of
* Two defaults Userids:
''pubman_depositor'' and ''pubman_moderator''. The first deposits objects to be archived into PubMan, the second edits, validates, and "releases" the objects for indexing and automated cataloguing. You set the initial password for these during the PubMan installation step #8 above.
* Two default Organisational Units
''Default Pubman Organisation'' and ''External Organisation'' with which you can produce a basic model of the "Visibility" of the archived objects.
* A default Context
In other words, PubMan is now ready to use.
However, if you wish to do the following tasks:
* Create an Organisational Unit for your own organisation
* Create your own Userids, or change passwords of existing Userids
* Create your own Context
Then this requires an administration component. Currently - for existing PubMan customers - (for PubMan R.628, ESciDoc Core-Services R.122) these tasks are done via an internal component ESciDocAdmin. These data tend to be static, after all. The installation and configuration of this ESciDocAdmin component would approximately double or perhaps triple the length of time to install PubMan standalone as described, so this is currently not being documented here
As a note for the future. The internal ESciDocAdmin component that is used for these tasks is being replaced by extensions to the ESciDoc Core-Services Administration Console. This is in fact already installed
==Troubleshooting the Installation==
Please register for the  [https://listserv.gwdg.de/mailman/listinfo/escidoc-dev-ext ESciDoc Developer mailing list] and after registration ask any questions about troubleshooting on the list. We will gather any frequently asked questions together here.
==Next Steps==
===(Windows only) Setup Pubman to run as a Windows Service===
If you wish to set up the Pubman Service to run as a service under windows (for example to run automatically) then this is possible, but quite complicated. Here are the step-by-step instructions.
# Verify that everything is working properly when starting the JBoss Application server (in the above steps) via the run.bat script in the jboss\bin directory from a command window. If it isn't working when run from run.bat, it cannot work from a windows service.
# Download the [http://www.jboss.org/jbossweb/downloads/jboss-native-2-0-6.html JBoss Native Extension for Windows Download]
# extract the bin subdirectory of the zip archive to the jboss\bin directory under the pubman installation.
# Open a new windows Command window as an Administrator. To do this,
## Open the windows start button and type cmd.exe into the search window
## Hover the mouse over the cmd.exe link in the start button window and right-click to get the context menu
## Select "Run as administrator". You will be prompted for a password.
# change to the jboss\bin directory under the pubman installation directory and type
  <nowiki>service install</nowiki>
Check that the service has been created in the way you normally would do so. From Control Panel / Administration/Services, via the NET START command from a command window, whatever you wish.
You can start the Service as normal too. If you wish to start the PubMan Server automatically, change the start type of Service "JBoss Application Server 5.0" to "automatic" from "manual" in Control Panel / Administration / Services. 
'''Caution:''' From the point of view of Windows Service Management, the Service will always start correctly in a few seconds. If however there is an error in configuration that means that Java cannot successfully start the server, you may have a running Service, but no running server behind the scenes. This is the reason for only making the windows service as the final change to the installation, once you know everything is working The simplest way to test for this is to wait 2-3 minutes and try to access PubMan from the browser.
A Slightly more complicated way is to to monitor the content of the file server.log under the jboss\server\default\log directory. The server has fully started when you see a message of this form.
[org.jboss.system.server.Server] JBoss (MX MicroKernel) [4.2.3.GA (build:SVNTag=JBoss_4_2_3_GA date=200807181417)] Started in 2m 12s:791ms
This message may look familiar to you. The server.log contains the same information that is printed as output in the Command Window during the ESciDoc Core-Service installation above. In the Case of a Service, there is no output in a Window, but the server.log file will help find errors.
However since checking cryptic log-file messages to find out whether PubMan has finished initialising is not exactly User-Friendly, you may want to automate this with the script below
===A simple monitoring script===
The following script is written for Windows and doesn't use "exotic" Batch Syntax so should be fine on all flavours of Windows from XP onwards. The approach is valid on Linux or Unix too, although there are syntactical differences - The twiddle utility on Unix is invoked with twiddle.sh for example.
The Order of the tests is significant as they trace the progress of initialization. When all tests run successfully, PubMan is available for use.
<nowiki>@echo off
rem set JAVA_HOME to the directory where the JDK (not the JRE) has been installed.
rem set PUBMAN_HOME to the directory where Pubman/ESciDoc-Core-Services has been installed
rem
set JAVA_HOME=c:\dev\jdk16_24
set PUBMAN_HOME=c:\dev\pubman628
set PATH=%PATH%;%JAVA_HOME%\bin;%PUBMAN_HOME%\jboss\bin
rem
rem test whether there is a local service running the JBoss application server.
rem This test will only work on a service, not a command window
rem
net start |find /i  "jboss" >nul
if errorlevel 1 goto nojbossfound
echo EsciDoc / PuMman Process found
rem
rem check if escidoc-core has finished deploying using the jboss "twiddle" utility
rem
twiddle query "jboss.web.deployment:*"|find "escidoc-core.war" >nul
if errorlevel 1 goto noescidoccore
echo ESciDoc Core-Services is deployed
rem
rem check if pubman has finished deploying using the jboss "twiddle" utility
rem
twiddle query "jboss.web.deployment:*"|find "pubman_presentation" >nul
if errorlevel 1 goto nopubman
echo Pubman is deployed
rem
rem test whether the JBoss Application server is listening for connections - required for
rem logging in from a browser. Change the String "8080" below if you have set the server to run on a different port
rem
netstat -a |find "8080" >nul
if errorlevel 1 goto nolistenerfound
echo ESciDoc / PubMan Server is listening for connections
goto exit
:nojbossfound
echo no jboss found ... exiting
goto exit
:noescidoccore
echo escidoc core has not (yet) deployed ... exiting
goto exit
:nopubman
echo Pubman has not (yet) deployed ... exiting
goto exit
:nolistenerfound
echo Escidoc / PUbman Server is running, but not listening for connections ... exiting
goto exit
:exit
</nowiki>
===Using PubMan===
Click the Help link in Pubman to get quite detailed online help. [http://colab.mpdl.mpg.de/mediawiki/PubMan_Support#How-To_Videos Here is a link to task-oriented Video tutorials].

Revision as of 08:32, 29 July 2011

Richard Bourke Sandbox

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