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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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