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INSTALL
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CDS Invenio INSTALLATION
========================
Revision: $Id$
About
=====
This document specifies how to build, customize, and install CDS
Invenio for the first time. See RELEASE-NOTES if you are upgrading
from a previous CDS Invenio release.
Contents
========
0. Prerequisites
1. Quick instructions for the impatient CDS Invenio admin
2. Detailed instructions for the patient CDS Invenio admin
0. Prerequisites
================
Here is the software you need to have around before you
start installing CDS Invenio:
a) Unix-like operating system. The main development and
production platform for CDS Invenio at CERN is Debian
GNU/Linux, but we actively develop also on FreeBSD and
Mac OS X. Basically any Unix system supporting the software
listed below should do.
Note that if you are using Debian "Sarge" GNU/Linux, you can
install most of the below-mentioned prerequisites and
recommendations by running:
$ sudo apt-get install libapache2-mod-python2.3 \
apache2-mpm-prefork mysql-server-4.1 mysql-client-4.1 \
python2.3-mysqldb python2.3-numeric python2.3-4suite \
python2.3-xml python2.3-libxml2 python2.3-libxslt1 \
rxp wml gnuplot xpdf-utils gs-common antiword catdoc \
wv html2text ppthtml xlhtml clisp gettext
You can also install the following packages:
$ sudo apt-get install python2.3-psyco sbcl cmucl
The last three packages are not available on all Debian
"Sarge" GNU/Linux architectures (e.g. not on AMD64), but they
are only recommended so you can safely continue without them.
Note that the web application server should run a Message
Transfer Agent (MTA) such as Postfix so that CDS Invenio can
email notification alerts or registration information to the
end users, contact moderators and reviewers of submitted
documents, inform administrators about various runtime system
information, etc.
b) MySQL server (may be on a remote machine), and MySQL client
(must be available locally too). MySQL versions 4.1 or 5.0
are recommended, because some parts of the CDS Invenio code
use SQL features not present in MySQL 4.0. Please set the
variable ``max_allowed_packet'' in your ``my.cnf'' init file
to at least 4M.
<http://mysql.com/>
c) Apache 2 server, with support for loading DSO modules, and
optionally with SSL support for HTTPS-secure user
authentication. Tested mainly with version 2.0.43 and above.
Apache 2.x is required for the mod_python module (see below).
<http://httpd.apache.org/>
d) Python v2.3 or above:
<http://python.org/>
as well as the following Python modules:
- (mandatory) MySQLdb (do *not* use 1.2.1*; see below)
<http://sourceforge.net/projects/mysql-python>
- (mandatory) Numeric module (v21 and above):
<http://sourceforge.net/projects/numpy>
- (recommended) PyStemmer, for indexing and ranking:
<http://sourceforge.net/projects/pystemmer/>
- (recommended) PyXML, for XML processing:
<http://pyxml.sourceforge.net/topics/download.html>
- (recommended) PyRXP, for very fast XML MARC processing:
<http://www.reportlab.org/pyrxp.html>
- (recommended) libxml2-python, for XML/XLST processing:
<ftp://xmlsoft.org/libxml2/python/>
- (recommended) Gnuplot.Py, for producing graphs:
<http://gnuplot-py.sourceforge.net/>
- (optional) 4suite, slower alternative to PyRXP and
libxml2-python:
<http://4suite.org/>
- (optional) Psyco, to speed up the code at places:
<http://psyco.sourceforge.net/>
- (optional) RDFLib, to use RDF ontologies and thesauri:
<http://rdflib.net/>
- (optional) mechanize, to run regression web test suite:
<http://wwwsearch.sourceforge.net/mechanize/>
Note: If you happen to use MySQLdb 1.2.1* and get into
problems with character encoding, please apply the
following patch: "[1521274] uncorrect handling of
encoded strings in cursors.py"
<http://sourceforge.net/tracker/index.php?func=detail&aid=1521274&group_id=22307&atid=374932>
or, alternatively, use MySQLdb 1.2.0.
e) mod_python Apache module. Tested mainly with versions
3.0BETA4 and above. mod_python 3.x is required for Apache 2.
Previous versions (as well as Apache 1 ones) exhibited some
problems with MySQL connectivity in our experience.
<http://www.modpython.org/>
f) WML - Website META Language. Tested mainly with versions
2.0.8 and 2.0.9. Note that on Red Hat Linux 9 the WML 2.0.9
compiled with Perl 5.8.0 exhibits problems, so you better use
downgraded/upgraded Perl for compiling WML on that platform.
<http://www.engelschall.com/sw/wml/>
g) If you want to be able to extract references from PDF fulltext
files, then you need to install pdftotext version 3 at least.
<http://www.foolabs.com/xpdf/home.html>
h) If you want to be able to search for words in the fulltext files
(i.e. to have fulltext indexing), then you need as well to install
some of the following tools:
- for PDF files: pdftotext or pstotext
<http://www.foolabs.com/xpdf/home.html>
<http://www.cs.wisc.edu/~ghost/doc/AFPL/>
- for PostScript files: pstotext or ps2ascii
<http://www.cs.wisc.edu/~ghost/doc/AFPL/>
- for MS Word files: antiword, catdoc, or wvText
<http://www.winfield.demon.nl/index.html>
<http://www.ice.ru/~vitus/catdoc/index.html>
<http://sourceforge.net/projects/wvware>
- for MS PowerPoint files: pptHtml and html2text
<http://packages.debian.org/stable/utils/ppthtml>
<http://userpage.fu-berlin.de/~mbayer/tools/html2text.html>
- for MS Excel files: xlhtml and html2text
<http://chicago.sourceforge.net/xlhtml/>
<http://userpage.fu-berlin.de/~mbayer/tools/html2text.html>
i) If you have chosen to install fast XML MARC Python processors
in the step d) above, then you have to install the parsers
themselves:
- (optional) RXP:
<http://www.cogsci.ed.ac.uk/~richard/rxp.html>
- (optional) 4suite:
<http://4suite.org/>
j) (recommended) Gnuplot, the command-line driven interactive
plotting program. It is used to display download and citation
history graphs on the Detailed record pages on the web
interface. Note that Gnuplot is not required, only
recommended.
<http://www.gnuplot.info/>
k) (recommended) A Common Lisp implementation, such as CLISP,
SBCL or CMUCL. It is used for the web server log analysing
tool and the metadata checking program. Note that any of the
three implementations CLISP, SBCL, or CMUCL will do. CMUCL
produces fastest machine code, but it does not support UTF-8
yet. Pick up CLISP if you don't know what to do. Note that a
Common Lisp implementation is not required, only recommended.
<http://clisp.cons.org/>
<http://www.cons.org/cmucl/>
<http://sbcl.sourceforge.net/>
l) GNU Gettext, a set of tools that makes it possible to
translate the application in multiple languages.
<http://www.gnu.org/software/gettext/>
This is available by default on many systems.
Note that the configure script checks whether you have all the
prerequisite software installed and that it won't let you continue
unless everything is in order. It also warns you if it cannot find
some optional but recommended software.
1. Quick instructions for the impatient CDS Invenio admin
=========================================================
$ cd /usr/local/src/
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz.md5
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz.sig
$ md5sum -v -c cds-invenio-0.92.1.tar.gz.md5
$ gpg --verify cds-invenio-0.92.1.tar.gz.sig cds-invenio-0.92.1.tar.gz
$ tar xvfz cds-invenio-0.92.1.tar.gz
$ cd cds-invenio-0.92.1
$ ./configure --prefix=/opt/cds-invenio \
--with-weburl=http://webserver.domain.com \
--with-sweburl=https://webserver.domain.com \
--with-dbhost=sqlserver.domain.com \
--with-dbname=cdsinvenio \
--with-dbuser=cdsinvenio \
--with-dbpass=my123pass \
--with-python=/opt/python/bin/python2.3
$ vi ./config/config.wml ## optional, but strongly recommended
$ make
$ make install
$ sudo vi /path/to/apache/conf/httpd.conf ## see below in part 2
$ sudo /path/to/apache/bin/apachectl graceful
$ sudo chgrp -R www-data /opt/cds-invenio
$ sudo chmod -R g+r /opt/cds-invenio
$ sudo chmod -R g+rw /opt/cds-invenio/var
$ sudo find /opt/cds-invenio -type d -exec chmod g+rxw {} \;
$ make create-demo-site ## optional
$ make load-demo-records ## optional
$ make test ## optional
$ make regression-test ## optional
$ make remove-demo-records ## optional
$ make drop-demo-site ## optional
$ firefox http://webserver.domain.com/admin/ ## optional
2. Detailed instructions for the patient CDS Invenio admin
==========================================================
The CDS Invenio uses standard GNU autoconf method to build and
install its files. This means that you proceed as follows:
$ cd /usr/local/src/
Change to a directory where we will configure and build the
CDS Invenio. (The built files will be installed into
different "target" directories later.)
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz.md5
$ wget http://cdsware.cern.ch/download/cds-invenio-0.92.1.tar.gz.sig
Fetch CDS Invenio source tarball from the CDS Software
Consortium distribution server, together with MD5 checksum
and GnuPG cryptographic signature files useful for verifying
the integrity of the tarball.
$ md5sum -v -c cds-invenio-0.92.1.tar.gz.md5
Verify MD5 checksum.
$ gpg --verify cds-invenio-0.92.1.tar.gz.sig cds-invenio-0.92.1.tar.gz
Verify GnuPG cryptographic signature. Note that you may
first have to import my public key into your keyring, if you
haven't done that already:
$ gpg --keyserver wwwkeys.pgp.net --recv-keys 0xBA5A2B67
The output of the gpg --verify command should then read:
Good signature from "Tibor Simko <tibor@simko.info>"
You can safely ignore any trusted signature certification
warning that may follow after the signature has been
successfully verified.
$ tar xvfz cds-invenio-0.92.1.tar.gz
Untar the distribution tarball.
$ cd cds-invenio-0.92.1
Go to the source directory.
$ ./configure --prefix=/opt/cds-invenio \
--with-weburl=http://webserver.domain.com \
--with-sweburl=https://webserver.domain.com \
--with-dbhost=sqlserver.domain.com \
--with-dbname=cdsinvenio \
--with-dbuser=cdsinvenio \
--with-dbpass=myp1ss \
--with-python=/opt/python/bin/python2.3
Configure essential CDS Invenio parameters, with the following
signification:
--prefix=/opt/cds-invenio
CDS Invenio general installation directory, used to
hold command-line binaries and program libraries
containing the core CDS Invenio functionality, but
also to store web pages, runtime log and cache
information, etc. Several subdirs like `bin', `lib',
and `var' will be created inside the --prefix
directory to this effect. Note that the --prefix
directory should be chosen outside of the Apache
htdocs tree, since only one its subdirectory
(prefix/var/www) is to be accessible directly via the
Web (see below).
--with-weburl=http://webserver.domain.com
The URL denoting the home URL of your CDS Invenio
installation. The files served by this URL will be
located in `prefix/var/www', so later on in your
Apache config file you would map `weburl' to
`prefix/var/www' (see below).
--with-sweburl=https://webserver.domain.com
The URL denoting the HTTPS-secure equivalent of the
home URL. The secure home URL will be used for
personalization pages, such as user login and
registration page. You must run SSL-enabled Apache
in order to use this feature. If you don't run
SSL-enabled Apache, then the user authentication will
be done via standard HTTP protocol, user credentials
travelling in clear text across the net. The
--with-sweburl option is optional.
--with-dbhost=sqlserver.domain.com
--with-dbname=cdsinvenio
--with-dbuser=cdsinvenio
--with-dbpass=myp1ss
The database server host, the database name, and the
database user credentials.
--with-python=/opt/python/bin/python2.3
Optionally, specify a path to some specific Python
binary. This is useful if you have more than one
Python installation on your system. If you don't set
this option, then the first Python that will be found
in your PATH will be chosen for running CDS Invenio.
CDS Invenio won't install to any other directory but to the
one mentioned in this configuration line.
Do not use trailing slashes when specifying any of the above
values.
This configuration step is mandatory. Usually, you do this
step only once.
Note that if you prefer to build CDS Invenio out of its
source tree, you may run the above configure command like
this: (mkdir build && cd build && ../configure --prefix=...).
$ vi ./config/config.wml ## optional, but strongly recommended
Optionally, customize your CDS Invenio installation. We
strongly recommend you to edit at least the top of this file
where you can define some very essential CDS Invenio
parameters like the name of your CDS Invenio document server
(look for CDSNAME and CDSNAMEINTL) or the email address of
the local CDS Invenio administrator (look for SUPPORTEMAIL
and ADMINEMAIL). The latter is needed if you want to use
administration modules, and you will certainly do.
The rest of the "config.wml" file enables you to change the
CDS Invenio web page look and feel, and otherwise to
influence its behaviour and default parameters. CDS Invenio
HTML pages will be pre-generated using the values set in the
config.wml file.
This configuration step is optional, but strongly
recommended. If you change some values in config.wml, you
should restart the installation from here.
$ make
Launch the CDS Invenio build. Since many messages are printed
during the build process, you may want to run it in a
fast-scrolling terminal such as rxvt or in a detached screen
session.
During this step all the pages and scripts will be
pre-created and customized based on the config you have
edited in the previous step.
Note that on systems such as FreeBSD or Mac OS X you have to
use GNU make ("gmake") instead of "make".
$ make install
Install the web pages, scripts, utilities and everything
needed for runtime into the respective directories, as
specified earlier by the configure command.
Note that the "make install" step checks for potential
problems such as the database connection rights and may ask
you to perform some more administrative steps in case it
detects a problem. Notably, it may ask you to:
a) Set up database access permissions, e.g.:
$ mysql -h sqlserver.domain.com -u root -p mysql
mysql> CREATE DATABASE cdsinvenio;
mysql> GRANT ALL PRIVILEGES ON cdsinvenio.* \
TO cdsinvenio@webserver.domain.com \
IDENTIFIED BY 'myp1ss';
If you are installing CDS Invenio for the first time,
you have to create a dedicated database on your MySQL
server that the CDS Invenio can use for its purposes.
Please contact your MySQL administrator and ask him
to execute the above commands that create the
"cdsinvenio" database, a user called "cdsinvenio"
with password "myp1ss", and that will grant all
rights on the "cdsinvenio" database to the
"cdsinvenio" user. The credential values should be
the ones you have chosen during the configure command
executed before.
Note that the "make install" process will hint you at
the exact command to use based on the values you have
used in the configure line.
b) Set up database tables:
$ make create-tables
If you are installing CDS Invenio for the first time,
you have to create the database tables by launching
the above command.
c) Set up symbolic Python "invenio" module link:
$ sudo ln -s /opt/cds-invenio/lib/python/invenio \
/usr/local/lib/python2.3/site-packages/invenio
If you are installing CDS Invenio for the first time,
you have to create a symbolic link from Python's
site-packages directory that would indicate to Python
where to find CDS Invenio's Python files.
Note that the exact symlink target location depends
on the --prefix location (prefix/lib/python/invenio)
and the exact symlink source location depends on the
Python version you are using.
Note that the "make install" process will hint you at
the exact command to use based on the values you have
used in the configure line.
At this point you should now have successfully completed the
"make install" process. We continue by setting up the
Apache web server.
$ sudo vi /path/to/apache/conf/httpd.conf
Please ask your webserver administrator to put the following
line in your "httpd.conf" configuration file:
AddDefaultCharset UTF-8
This is to ensure that the browsers will get UTF-8 as the
default page encoding.
As mentioned above, the web pages will get installed into
the `prefix/var/www' directory. Therefore you should
specify something along the lines of:
ServerSignature Off
ServerTokens Prod
NameVirtualHost *:80
<VirtualHost *:80>
ServerName webserver.domain.com
ServerAdmin cds.support@cern.ch
DocumentRoot /opt/cds-invenio/var/www
<Directory /opt/cds-invenio/var/www>
Options Indexes FollowSymLinks MultiViews
AllowOverride None
Order allow,deny
allow from all
</Directory>
ErrorLog /opt/cds-invenio/var/log/apache.err
LogLevel warn
CustomLog /opt/cds-invenio/var/log/apache.log combined
DirectoryIndex index.en.html index.html
<LocationMatch "^(/$|/index|/collection|/record|/search|/browse|/youraccount|/youralerts|/yourbaskets|/yourmessages|/yourgroups|/submit|/getfile|/comments|/error|/oai2d|/rss)">
SetHandler python-program
PythonHandler invenio.webinterface_layout
PythonDebug On
</LocationMatch>
<Directory /opt/cds-invenio/var/www>
AddHandler python-program .py
PythonHandler mod_python.publisher
PythonDebug On
</Directory>
</VirtualHost>
This will tell Apache where to find the files, how to
interpret .py files, which files to serve as indexes, etc.
If you have configured the system to use secure URL for
login (see above), then you have to specify secure site too,
such as:
ServerSignature Off
ServerTokens Prod
NameVirtualHost *:443
SSLCertificateFile /etc/apache2/ssl/apache.pem
<VirtualHost *:443>
ServerName webserver.domain.com
ServerAdmin cds.support@cern.ch
SSLEngine on
DocumentRoot /opt/cds-invenio/var/www
<Directory /opt/cds-invenio/var/www>
Options Indexes FollowSymLinks MultiViews
AllowOverride None
Order allow,deny
allow from all
</Directory>
ErrorLog /opt/cds-invenio/var/log/apache-ssl.err
LogLevel warn
CustomLog /opt/cds-invenio/var/log/apache-ssl.log combined
DirectoryIndex index.en.html index.html
<LocationMatch "^(/$|/index|/collection|/record|/search|/browse|/youraccount|/youralerts|/yourbaskets|/yourmessages|/yourgroups|/submit|/getfile|/comments|/error|/oai2d|/rss)">
SetHandler python-program
PythonHandler invenio.webinterface_layout
PythonDebug On
</LocationMatch>
<Directory /opt/cds-invenio/var/www>
AddHandler python-program .py
PythonHandler mod_python.publisher
PythonDebug On
</Directory>
</VirtualHost>
$ sudo /path/to/apache/bin/apachectl graceful
Please ask your webserver administrator to restart the
Apache server after the above "httpd.conf" changes.
$ sudo chgrp -R www-data /opt/cds-invenio
$ sudo chmod -R g+r /opt/cds-invenio
$ sudo chmod -R g+rw /opt/cds-invenio/var
$ sudo find /opt/cds-invenio -type d -exec chmod g+rxw {} \;
One more superuser step, because we need to enable Apache
server to read files from the installation place and to
write some log information and to cache interesting entities
inside the "var" subdirectory of our CDS Invenio
installation directory.
Here we assumed that your Apache server processes are run
under "www-data" group. Change this appropriately for your
system.
Moreover, note that if you are using SELinux extensions
(e.g. on Fedora Core 6), you may have to check and enable
the write access of Apache user there too.
After these admin-level tasks to be performed as root, let's
now go back to finish the installation of the CDS Invenio.
$ make create-demo-site ## optional
This step is recommended to test your local CDS Invenio
installation. It should give you our "Atlantis Institute of
Science" demo installation, exactly as you see it at
<http://cdsware.cern.ch:8000/>.
$ make load-demo-records ## optional
Optionally, load some demo records to be able to test
indexing and searching of your local CDS Invenio demo
installation.
$ make test ## optional
Optionally, you can run the unit test suite to verify the
unit behaviour of your local CDS Invenio installation. Note
that this command should be run only after you have
installed the whole system via `make install'.
$ make regression-test ## optional
Optionally, you can run the full regression test suite to
verify the functional behaviour of your local CDS Invenio
installation. Note that this command requires to have
created the demo site and loaded the demo records. Note
also that running the regression test suite may alter the
database content with junk data, so that rebuilding the
demo site is strongly recommended afterwards.
$ make remove-demo-records ## optional
Optionally, remove the demo records loaded in the previous
step, but keeping otherwise the demo collection, submission,
format, and other configurations that you may reuse and
modify for your own production purposes.
$ make drop-demo-site ## optional
Optionally, drop also all the demo configuration so that
you'll end up with a completely blank CDS Invenio system for
your own production purposes.
$ firefox http://webserver.domain.com/admin/ ## optional
Optionally, do further runtime configurations of CDS
Invenio, like definition of data collections, document
types, document formats, word file tables, etc.
This configuration step is optional but you will most
probably want to define specific data collections suited to
your setup, or to configure submit pages for fill your
collections, to define new output formats, etc.
This configuration step uses MySQL configuration tables and
can be done anytime during the production of your system.
Good luck, and thanks for choosing CDS Invenio.
- CDS Development Group
<cds.support@cern.ch>
<http://cdsware.cern.ch/>
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