-<?xml version="1.0" encoding="UTF-8"?>\r
-<chapter xml:id="serversideinstallation" xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xl="http://www.w3.org/1999/xlink">\r
- <info>\r
- <title>Server-side Installation of Evergreen Software</title>\r
- <abstract>\r
- <para>This section describes installation of the Evergreen server-side software and its associated components.\r
- Installation, configuration, testing and verification \r
- of the software is straightforward if you follow some simple directions.</para>\r
- </abstract>\r
- </info>\r
- <para>Installing, configuring and testing the Evergreen server-side software is straightforward with the current\r
- stable software release. See <xref linkend="serversideinstallation-all"/> for instructions tailored to\r
- installing on some particular distributions of the <systemitem class="osname">Linux</systemitem> operating\r
- system.</para>\r
- <para>The current version of the Evergreen server-side software runs as a native application on any of several\r
- well-known <systemitem class="osname">Linux</systemitem> distributions \r
- (e.g., <systemitem class="osname">Ubuntu</systemitem> and <systemitem class="osname">Debian</systemitem>). \r
- It does not currently run as a native application on the <systemitem class="osname">Microsoft Windows</systemitem> \r
- operating system (e.g., <systemitem class="osname">WindowsXP</systemitem>, <systemitem class="osname">WindowsXP\r
- Professional</systemitem>, <systemitem class="osname">Windows7</systemitem>), but the software can still be\r
- installed and run on <systemitem class="osname">Windows</systemitem> via a so-called\r
- <emphasis>virtualized</emphasis> Linux-guest Operating System (using, for example,\r
- <application>"VirtualBox"</application>, or <application>"VMware"</application>, or\r
- <application>"VirtualPC"</application> to emulate a <systemitem class="osname">Linux</systemitem>\r
- environment). It can also be installed to run on other <systemitem class="osname">Linux</systemitem> \r
- systems via virtualized environments (using, for example, <application>"VirtualBox"</application> or\r
- <application>"VMware"</application>). More information on virtualized environments can be found in \r
- <xref linkend="serversideinstallation-virtual"/>.</para>\r
- <para>Installation of the Evergreen Staff Client software is reviewed in <xref linkend="staffclientinstallation"/>. </para>\r
- <para>The Evergreen server-side software has dependencies on particular versions of certain major software\r
- sub-components. Successful installation of Evergreen software requires that software versions agree with those\r
- listed here:</para>\r
- <table xml:id="serversideinstall-software-dependencies">\r
- <title>Evergreen Software Dependencies</title>\r
- <indexterm><primary>Evergreen software dependencies</primary></indexterm>\r
- <tgroup align="left" cols="3" colsep="1" rowsep="1">\r
- <colspec colname="Evergreen" colnum="1" colwidth="1.0*"/>\r
- <colspec colname="OpenSRF" colnum="2" colwidth="1.0*"/>\r
- <colspec colname="PostgreSQL" colnum="3" colwidth="1.0*"/>\r
- <thead>\r
- <row>\r
- <entry>Evergreen</entry>\r
- <entry>OpenSRF</entry>\r
- <entry>PostgreSQL</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>1.6.1.x</entry>\r
- <entry>1.4.0</entry>\r
- <entry>8.2 / 8.3</entry>\r
- </row>\r
- <row>\r
- <entry>1.6.0.x</entry>\r
- <entry>1.2</entry>\r
- <entry>8.2 / 8.3</entry>\r
- </row>\r
- <row>\r
- <entry>1.4.x</entry>\r
- <entry>1.0</entry>\r
- <entry>8.1 / 8.2</entry>\r
- </row>\r
- <row>\r
- <entry>1.2.x</entry>\r
- <entry>0.9</entry>\r
- <entry>8.1 / 8.2</entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- <section xml:id="serversideinstallation-all">\r
- <title>Installing Server-Side Software</title>\r
- <para>This section describes the installation of the major components of Evergreen server-side software.</para>\r
- <para>As far as possible, you should perform the following steps in the exact order given since the\r
- success of many steps relies on the successful completion of earlier steps. You should make backup\r
- copies of files and environments when you are instructed to do so. In the event of installation problems\r
- those copies can allow you to back out of a step gracefully and resume the installation from a known\r
- state. See <xref linkend="backingup"/> for further information.</para>\r
- <para>Of course, after you successfully complete and test the entire Evergreen installation you should\r
- take a final snapshot backup of your system(s). This can be the first in the series of regularly\r
- scheduled system backups that you should probably also begin.</para>\r
- <section xml:id="serversideinstallation-opensrf">\r
- <indexterm><primary>OpenSRF</primary><secondary>installation</secondary></indexterm>\r
- <title>Installing OpenSRF 1.4.x On <systemitem class="osname">Ubuntu</systemitem> or\r
- <systemitem class="osname">Debian</systemitem></title>\r
- <indexterm><primary>Linux</primary><secondary>Debian</secondary></indexterm>\r
- <indexterm><primary>Linux</primary><secondary>Ubuntu</secondary></indexterm>\r
- <para>This section describes the installation of the latest version of the Open Service Request\r
- Framework (OpenSRF), a major component of the Evergreen server-side software, on \r
- <systemitem class="osname">Ubuntu</systemitem> or <systemitem class="osname">Debian</systemitem>\r
- systems. Evergreen software is integrated with and depends on the OpenSRF software\r
- system.</para>\r
- <para>Follow the steps outlined here and run the specified tests to ensure that OpenSRF is\r
- properly installed and configured. Do not continue with any further Evergreen installation steps\r
- until you have verified that OpenSRF has been successfully installed.</para>\r
- <note>\r
- <para>The following steps have been tested on the x86 (32-bit) and x86-64 (64-bit)\r
- platforms. OpenSRF 1.4.0 has been tested on <systemitem class="osname">Debian Etch\r
- (4.0)</systemitem>, <systemitem class="osname">Debian Lenny (5.0)</systemitem> and\r
- <systemitem class="osname">Ubuntu Lucid Lynx (10.04)</systemitem>.</para>\r
- <para>In the following instructions, you are asked to perform certain steps as either\r
- the <systemitem class="username">root</systemitem> user, the \r
- <systemitem class="username">opensrf</systemitem> user, or the \r
- <systemitem class="username">postgres</systemitem> user.</para>\r
- <itemizedlist>\r
- <listitem>\r
- <para><systemitem class="osname">Debian</systemitem> -- To become the\r
- <systemitem class="username">root</systemitem> user, issue the command\r
- <command>su -</command> and enter the password of the\r
- <systemitem class="username">root</systemitem> user.</para>\r
- </listitem>\r
- <listitem>\r
- <para><systemitem class="osname">Ubuntu</systemitem> -- To become the\r
- <systemitem class="username">root</systemitem> user, issue the command\r
- <command>sudo su -</command> and enter the password of the \r
- <systemitem class="username">root</systemitem> user.</para>\r
- </listitem>\r
- </itemizedlist>\r
- <para>To switch from the <systemitem class="username">root</systemitem> user to a\r
- different user, issue the command <command>su - USERNAME</command>. For example, to\r
- switch from the <systemitem class="username">root</systemitem> user to the \r
- <systemitem class="username">opensrf</systemitem> user, issue the command \r
- <command>su - opensrf</command>. Once you have become a non-root user, to become \r
- the <systemitem class="username">root</systemitem> user again, simply issue the command\r
- <command>exit</command>.</para>\r
- </note>\r
- <procedure>\r
- <step>\r
- <title>Add the OpenSRF User</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, add the\r
- opensrf user to the system. The default shell for the new user is automatically\r
- set to <command>/bin/bash</command> to inherit a reasonable environment:</para>\r
-<screen>\r
-<userinput>useradd -m -s /bin/bash opensrf</userinput>\r
-<userinput>passwd opensrf</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Download and Unpack Latest OpenSRF Version</title>\r
- <indexterm><primary>OpenSRF</primary><secondary>download</secondary></indexterm>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, download\r
- and extract the latest version of OpenSRF. The latest version can be found here:\r
- <ulink url="http://evergreen-ils.org/downloads/OpenSRF-1.4.0.tar.gz"></ulink></para>\r
-<screen>\r
-<userinput>wget http://evergreen-ils.org/downloads/OpenSRF-1.4.0.tar.gz</userinput>\r
-<userinput>tar zxf OpenSRF-1.4.0.tar.gz</userinput>\r
-</screen>\r
- <para>The new directory\r
- <filename class="directory">/home/opensrf/OpenSRF-1.4.0</filename> will be created.</para>\r
- </step>\r
- <step>\r
- <title>Install Prerequisites to Build OpenSRF</title>\r
- <para>In this section you will install and configure a set of prerequisites that will be\r
- used to build OpenSRF. In a following step you will actually build the OpenSRF software \r
- using the <command>make</command> utility.</para>\r
- <para>As the <systemitem class="username">root</systemitem> user, enter the commands show\r
- below to build the prerequisites from the software distribution that you just downloaded\r
- and unpacked. Remember to replace <emphasis>[DISTRIBUTION]</emphasis> in the example with\r
- the keyword corresponding to the name of the <systemitem class="osname">Linux</systemitem>\r
- distribution listed in the distribution keywords table\r
- <xref linkend="serversideinstallation-keywords-opensrf"/>. </para>\r
-<screen>\r
-<userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>\r
-<userinput>make -f src/extras/Makefile.install [DISTRIBUTION]</userinput>\r
-</screen>\r
- <table xml:id="serversideinstallation-keywords-opensrf">\r
- <title>Keyword Targets for OpenSRF <application>"make"</application> Command</title>\r
- <tgroup align="left" cols="2" colsep="1" rowsep="1">\r
- <colspec colnum="1" colwidth="1.0*"/>\r
- <colspec colnum="2" colwidth="3.0*"/>\r
- <thead>\r
- <row>\r
- <entry>Keyword</entry>\r
- <entry>Description</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>debian-etch</entry>\r
- <entry>for Debian Etch (4.0)</entry>\r
- </row>\r
- <row>\r
- <entry>debian-lenny</entry>\r
- <entry>for Debian Lenny (5.0)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-hardy</entry>\r
- <entry>for Ubuntu Hardy Heron (8.04)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-karmic</entry>\r
- <entry>for Ubuntu Karmic Koala (9.10)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-lucid</entry>\r
- <entry>for Ubuntu Lucid Lynx (10.04)</entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- <para>This will install a number of packages on the system that are required by OpenSRF,\r
- including some Perl modules from CPAN. You can say <literal>No</literal> to the initial\r
- CPAN configuration prompt to allow it to automatically configure itself to download and\r
- install Perl modules from CPAN. The CPAN installer will ask you a number of times whether\r
- it should install prerequisite modules - say <literal>Yes</literal>.</para>\r
- </step>\r
- <step>\r
- <title>Build OpenSRF</title>\r
- <substeps>\r
- <step>\r
- <title>Configure OpenSRF</title>\r
- <indexterm><primary>OpenSRF</primary><secondary>configure</secondary></indexterm>\r
- <para>As the <systemitem class="username">opensrf</systemitem>\r
- user, return to the OpenSRF build directory and use the\r
- <command>configure</command> utility to prepare for the next\r
- step of compiling and linking the software. If you wish to\r
- include support for Python and Java, add the configuration\r
- options <option>--enable-python</option> and\r
- <option>--enable-java</option>, respectively:</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>\r
-<userinput>./configure --prefix=/openils --sysconfdir=/openils/conf</userinput>\r
-<userinput>make</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Compile, Link and Install OpenSRF</title>\r
- <para>As the <systemitem class="username">root</systemitem>\r
- user, return to the OpenSRF build directory and use the\r
- <command>make</command> utility to compile, link and install\r
- OpenSRF:</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>\r
-<userinput>make install</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Update the System Dynamic Library Path</title>\r
- <para>You must update the system dynamic library path to force\r
- your system to recognize the newly installed libraries. As the\r
- <systemitem class="username">root</systemitem> user, do this by\r
- creating the new file\r
- <filename>/etc/ld.so.conf.d/osrf.conf</filename> containing a\r
- new library path, then run the command\r
- <command>ldconfig</command> to automatically read the file and\r
- modify the system dynamic library path:</para>\r
-<screen>\r
-<userinput>echo "/openils/lib" > /etc/ld.so.conf.d/osrf.conf</userinput>\r
-<userinput>ldconfig</userinput>\r
-</screen>\r
- </step>\r
- <step><title>Define Public and Private OpenSRF Domains</title><para>You must define your public and private OpenSRF\r
- domains. For security purposes, OpenSRF uses Jabber domains to\r
- separate services into public and private realms. Throughout\r
- these instructions, we will use the example domains <systemitem class="domainname">public.localhost</systemitem> for the public\r
- domain and <systemitem class="domainname">private.localhost</systemitem> for the\r
- private domain. On a single-server system, the easiest way to\r
- define public and private domains is to define separate host\r
- names by adding entries to the file\r
- <filename>/etc/hosts</filename>.</para> <para>As the <systemitem class="username">root</systemitem> user, edit the file\r
- <filename>/etc/hosts</filename> and add the following entries\r
- for our example domains:</para>\r
- <indexterm><primary>Jabber</primary></indexterm>\r
-<screen>\r
-<userinput>127.0.1.2 public.localhost public</userinput>\r
-<userinput>127.0.1.3 private.localhost private</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Change File Ownerships</title>\r
- <para>As the <systemitem class="username">root</systemitem>\r
- user, change the ownership of all files installed in the\r
- directory <filename class="directory">/openils</filename> to the\r
- user <systemitem class="username">opensrf</systemitem>:</para>\r
- <screen>\r
- <userinput>chown -R opensrf:opensrf /openils</userinput>\r
- </screen>\r
- </step>\r
- </substeps>\r
- </step>\r
- <step>\r
- <title>Stop the <systemitem class="service">ejabberd</systemitem> Service</title>\r
- <indexterm><primary>ejabberd</primary></indexterm>\r
- <para>As the <systemitem class="username">root</systemitem> user, stop the\r
- <systemitem class="service">ejabberd</systemitem> service:</para>\r
-<screen>\r
-<userinput>/etc/init.d/ejabberd stop</userinput>\r
-</screen>\r
- <para>If <systemitem class="service">ejabberd</systemitem> reports that it is\r
- already stopped, it may have run into a problem starting back at the\r
- installation stage. One possible fix is to kill any remaining\r
- <systemitem class="daemon">beam</systemitem> and \r
- <systemitem class="daemon">epmd</systemitem> processes, then edit the\r
- configuration file <filename>/etc/ejabberd/ejabberd.cfg</filename> \r
- to hardcode a domain:</para>\r
-<screen>\r
-<userinput>epmd -kill</userinput>\r
-<userinput>killall beam; killall beam.smp</userinput>\r
-<userinput>rm /var/lib/ejabberd/*</userinput>\r
-<userinput>echo 'ERLANG_NODE=ejabberd@localhost' >> /etc/default/ejabberd</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Edit the <systemitem class="service">ejabberd</systemitem> configuration</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, edit the file\r
- <filename>/etc/ejabberd/ejabberd.cfg</filename> and make the following\r
- changes:</para>\r
- <itemizedlist>\r
- <listitem>\r
- <para>Change\r
- <screen><userinput>{hosts, ["localhost"]}.</userinput></screen>\r
- to:\r
- <screen><userinput>{hosts, ["localhost", "private.localhost", "public.localhost"]}.</userinput></screen></para>\r
- </listitem>\r
- <listitem>\r
- <para>Change\r
- <screen><userinput>{max_user_sessions, 10}.</userinput></screen> to\r
- <screen><userinput>{max_user_sessions, 10000}.</userinput></screen></para>\r
- <para>If you see something like this instead:\r
- <screen><userinput>{access, max_user_sessions, [{10, all}]}.</userinput></screen>\r
- then change it to:\r
- <screen><userinput>{access, max_user_sessions, [{10000, all}]}</userinput></screen></para>\r
- </listitem>\r
- <listitem>\r
- <para>Change all three occurrences of <literal>max_stanza_size</literal>\r
- to<literal>2000000</literal>.</para>\r
- </listitem>\r
- <listitem>\r
- <para>Change both occurrences of <literal>maxrate</literal> to\r
- <literal>500000</literal>.</para>\r
- </listitem>\r
- <listitem>\r
- <para>Comment out the line <literal>{mod_offline, []}</literal> \r
- by placing two <literal>%</literal> comment signs in front.</para>\r
- </listitem>\r
- </itemizedlist>\r
- </step>\r
- <step xml:id="serversideinstallation-opensrf-continued">\r
- <title>Restart the <systemitem class="service">ejabberd</systemitem> service</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, restart the\r
- <systemitem class="service">ejabberd</systemitem> service to test the\r
- configuration changes and to register your users:</para>\r
-<screen>\r
-<userinput>/etc/init.d/ejabberd start</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Register <systemitem class="username">router</systemitem> and\r
- <systemitem class="username">ejabberd</systemitem> users</title>\r
- <para>On each domain, you need two \r
- <systemitem class="service">ejabberd</systemitem> users to manage \r
- the OpenSRF communications:</para>\r
- <itemizedlist>\r
- <listitem>\r
- <para>a <systemitem class="username">router</systemitem> user,\r
- to whom all requests to connect to an OpenSRF service will be\r
- routed; this <systemitem class="service">ejabberd</systemitem>\r
- user must be named <systemitem class="username">router</systemitem></para>\r
- </listitem>\r
- <listitem>\r
- <para>an <systemitem class="username">opensrf</systemitem> user,\r
- which clients use to connect to OpenSRF services; this user can\r
- be named anything you like, but we will use\r
- <literal>opensrf</literal> in our examples</para>\r
- </listitem>\r
- </itemizedlist>\r
- <para>As the <systemitem class="username">root</systemitem> user, use the\r
- <command>ejabberdctl</command> utility to register your ejabber users\r
- <systemitem class="username">router</systemitem> and\r
- <systemitem class="username">opensrf</systemitem> for the OpenSRF router service\r
- on each domain. The users should have different passwords on each domain.\r
- These users will correspond to those configured in the file\r
- <filename>/openils/conf/opensrf_core.xml</filename>:</para>\r
-<programlisting language="xml">\r
-<![CDATA[\r
-# The syntax for registering a user with ejabberdctl is\r
-# ejabberdctl register <user> <domain> <password>\r
-#\r
-ejabberdctl register router private.localhost <password>\r
-ejabberdctl register opensrf private.localhost <password>\r
-ejabberdctl register router public.localhost <password>\r
-ejabberdctl register opensrf public.localhost <password>\r
-]]>\r
-</programlisting>\r
- </step>\r
- <step>\r
- <title>Create configuration files</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, use the\r
- example templates to create the configuration files\r
- <filename>/openils/conf/opensrf_core.xml</filename> and\r
- <filename>/openils/conf/opensrf.xml</filename> from the example templates:</para>\r
-<screen>\r
-<userinput>cd /openils/conf</userinput>\r
-<userinput>cp opensrf.xml.example opensrf.xml</userinput>\r
-<userinput>cp opensrf_core.xml.example opensrf_core.xml</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Change Jabber usernames and passwords</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, edit the\r
- OpenSRF configuration file <filename>/openils/conf/opensrf_core.xml</filename>\r
- to update the Jabber usernames and passwords to match the values shown in the\r
- following table. The left-hand side of <xref linkend="serversideinstallation-xpath-table-1"/>\r
- shows common XPath syntax to indicate the approximate position within the XML\r
- file that needs changes. The right-hand side of the table shows the replacement\r
- values.</para>\r
- <table xml:id="serversideinstallation-xpath-table-1">\r
- <title>Sample XPath syntax for editing "opensrf_core.xml"</title>\r
- <tgroup align="left" cols="2" colsep="1" rowsep="1">\r
- <colspec colname="Xpath" colnum="1" colwidth="1.5*"/>\r
- <colspec colname="Value" colnum="2" colwidth="2.0*"/>\r
- <thead>\r
- <row>\r
- <entry>XPath location</entry>\r
- <entry>Value</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>/config/opensrf/username</entry>\r
- <entry>\r
- <systemitem class="username">opensrf</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/opensrf/passwd </entry>\r
- <entry>password for\r
- <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">opensrf</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/gateway/username</entry>\r
- <entry>\r
- <systemitem class="username">opensrf</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/gateway/passwd</entry>\r
- <entry>password for\r
- <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">opensrf</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport, \r
- first entry where transport/server == public.localhost: \r
- username</entry>\r
- <entry>\r
- <systemitem class="username">router</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- first entry where transport/server == public.localhost: \r
- password</entry>\r
- <entry>password for \r
- <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">router</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- second entry where transport/server == private.localhost:\r
- username</entry>\r
- <entry>\r
- <systemitem class="username">router</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- second entry where transport/server == private.localhost:\r
- password</entry>\r
- <entry>password for \r
- <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">router</systemitem> user\r
- </entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- <para>You also need to specify the domains from which \r
- <systemitem class="service">OpenSRF</systemitem> will accept and to which \r
- <systemitem class="service">OpenSRF</systemitem> will make connections. \r
- If you are installing <application>OpenSRF</application> on a single server\r
- and using the <systemitem class="domainname">private.localhost</systemitem> / \r
- <systemitem class="domainname">public.localhost</systemitem> domains, \r
- these will already be set to the correct values. Otherwise, search and replace\r
- to match your values.</para>\r
- </step>\r
- <step>\r
- <title>Set location of persistent database</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, edit the\r
- file <filename>/openils/conf/opensrf.xml</filename> to set the location of the\r
- persistent database in the <literal>dbfile</literal> element near the end of the\r
- file:</para>\r
-<programlisting language="xml">\r
-<![CDATA[\r
-<!-- Example of an app-specific setting override -->\r
-<opensrf.persist>\r
- <app_settings>\r
- <dbfile>/tmp/persist.db</dbfile>\r
- </app_settings>\r
-</opensrf.persist>\r
-]]>\r
-</programlisting>\r
- </step>\r
- <step>\r
- <title>Create Configuration Files for Users Needing <command>srfsh</command></title>\r
- <para>In this section you will set up a special configuration file for each user\r
- who will need to run the <command>srfsh</command> (pronounced <emphasis>surf\r
- shell</emphasis>) utility.</para>\r
- <indexterm><primary>srfsh</primary></indexterm>\r
- <para>The software installation will automatically create\r
- <command>srfsh</command>. This is a command line diagnostic tool for testing and\r
- interacting with <application>OpenSRF</application>. It will be used in a future\r
- step to complete and test the Evergreen installation. See \r
- <xref linkend="serversideinstallation-testing"/> for further information.</para>\r
- <para>As the <systemitem class="username">root</systemitem> user, copy the short\r
- sample configuration file <filename>/openils/conf/srfsh.xml.example</filename>\r
- to the file <filename>.srfsh.xml</filename> (note the leading dot!) in the home\r
- directory of each user who will use <command>srfsh</command>. Finally, edit each\r
- file <filename>.srfsh.xml</filename> and make the following changes. When you\r
- finish, remember to change the owner of the file to match the owner of the home\r
- directory.</para>\r
- <itemizedlist>\r
- <listitem>Modify <literal>domain</literal> to be the router hostname\r
- (following our domain examples,\r
- <systemitem class="domainname">private.localhost</systemitem> will give\r
- <command>srfsh</command> access to all OpenSRF services, while\r
- <systemitem class="domainname">public.localhost</systemitem> will only\r
- allow access to those OpenSRF services that are publicly\r
- exposed).</listitem>\r
- <listitem>Modify <literal>username</literal> and\r
- <literal>password</literal> to match the <literal>opensrf</literal>\r
- Jabber user for the chosen domain</listitem>\r
- <listitem>Modify <literal>logfile</literal> to be the full path for a\r
- log file to which the user has write access</listitem>\r
- <listitem>Modify <literal>loglevel</literal> as needed for testing</listitem>\r
- </itemizedlist>\r
-<programlisting language="xml">\r
-<![CDATA[\r
-<?xml version="1.0"?>\r
-<!-- This file follows the standard bootstrap config file layout -->\r
-<!-- found in opensrf_core.xml -->\r
-<srfsh>\r
-<router_name>router</router_name>\r
-<domain>private.localhost</domain>\r
-<username>opensrf</username>\r
-<passwd>privsrf</passwd>\r
-<port>5222</port>\r
-<logfile>/tmp/srfsh.log</logfile>\r
-<!-- 0 None, 1 Error, 2 Warning, 3 Info, 4 debug, 5 Internal (Nasty) -->\r
-<loglevel>4</loglevel>\r
-</srfsh>\r
-]]>\r
-</programlisting>\r
- </step>\r
- <step>\r
- <title>Modify Environmental Variable PATH for\r
- <systemitem class="username">opensrf</systemitem> User</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, modify the\r
- environmental variable <envar>PATH</envar> by adding a new file path to the\r
- <systemitem class="username">opensrf</systemitem> user's shell configuration\r
- file <filename>.bashrc</filename>:</para>\r
-<screen>\r
-<userinput>echo "export PATH=/openils/bin:\$PATH" >> ~/.bashrc</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Start OpenSRF</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, start the\r
- <systemitem class="service">ejabberd</systemitem> and \r
- <systemitem class="service">memcached</systemitem> services:</para>\r
- <screen>\r
- <userinput>/etc/init.d/ejabberd start</userinput>\r
- <userinput>/etc/init.d/memcached start</userinput>\r
- </screen>\r
- <para>Finally, as the <systemitem class="username">opensrf</systemitem> user,\r
- start OpenSRF. Use "-l" to force hostname to be "localhost":</para>\r
-<screen>\r
-<userinput>osrf_ctl.sh -l -a start_all</userinput>\r
-</screen>\r
- <note>\r
- <para>If you receive the error message <errortext>bash: osrf_ctl.sh:\r
- command not found</errortext>, then your environment variable\r
- <envar>PATH</envar> does not include the \r
- <filename class="directory">/openils/bin</filename> directory;\r
- this should have been set by <filename>.bashrc</filename> when you \r
- logged in as the <systemitem class="username">opensrf</systemitem> user, \r
- but you can manually set it using the following command:</para>\r
-<screen>\r
-<userinput>export PATH=$PATH:/openils/bin</userinput>\r
-</screen>\r
- </note>\r
- <para>You can also start Evergreen <emphasis role="bold">without</emphasis> the\r
- <option>-l</option> flag, but <command>osrf_ctl.sh</command> must know the fully\r
- qualified domain name for the system on which it will execute. That hostname may\r
- have been specified in the configuration file <filename>opensrf.xml</filename>,\r
- which you configured in a previous step.</para>\r
- </step>\r
- <step>\r
- <title>Test connections to OpenSRF</title>\r
- <para>Once you have installed and started OpenSRF, as the \r
- <systemitem class="username">root</systemitem> user, test your connection to \r
- <systemitem class="service">OpenSRF</systemitem> using the <command>srfsh</command> \r
- utility and trying to call the <command>add</command> method on the OpenSRF \r
- <systemitem class="service">math</systemitem> service:</para>\r
-<screen>\r
-<userinput>/openils/bin/srfsh</userinput>\r
-<computeroutput>\r
-srfsh#\r
-request opensrf.math add 2 2\r
-Received Data: 4\r
-------------------------------------\r
-Request Completed Successfully\r
-Request Time in seconds: 0.007519\r
-------------------------------------\r
-\r
-srfsh#\r
-</computeroutput>\r
-</screen>\r
- <para>For other <command>srfsh</command> commands, type in\r
- <userinput>help</userinput> at the prompt.</para>\r
- </step>\r
- <step>\r
- <title>Stopping OpenSRF</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, stop OpenSRF:</para>\r
-<screen>\r
-<userinput>osrf_ctl.sh -l -a stop_all</userinput>\r
-</screen>\r
- </step>\r
- </procedure>\r
- </section>\r
- <section xml:id="serversideinstallation-ubuntudebian">\r
- <title>Installing Evergreen 1.6.1.x On <systemitem class="osname">Ubuntu</systemitem> or\r
- <systemitem class="osname">Debian</systemitem></title>\r
- <indexterm><primary>Linux</primary><secondary>Debian</secondary></indexterm>\r
- <indexterm><primary>Linux</primary><secondary>Ubuntu</secondary></indexterm>\r
- <para>This section outlines the installation process for the latest stable version of\r
- Evergreen.</para>\r
- <para>In this section you will download, unpack, install, configure and test the Evergreen\r
- system, including the Evergreen server and the PostgreSQL database system. You will make several\r
- configuration changes and adjustments to the software, including updates to configure the system\r
- for your own locale, and some updates needed to work around a few known issues.</para>\r
- <note>\r
- <para>The following steps have been tested on the x86 (32-bit) and x86-64 (64-bit)\r
- architectures. There may be differences between the Desktop and Server editions of\r
- <systemitem class="osname">Ubuntu</systemitem>. These instructions assume the Server\r
- edition.</para>\r
- <para>In the following instructions, you are asked to perform certain steps as \r
- either the <systemitem class="username">root</systemitem> user, the \r
- <systemitem class="username">opensrf</systemitem> user, or the \r
- <systemitem class="username">postgres</systemitem> user.</para>\r
- <itemizedlist>\r
- <listitem>\r
- <para><systemitem class="osname">Debian</systemitem> -- To become the\r
- <systemitem class="username">root</systemitem> user, issue the command\r
- <command>su -</command> and enter the password of the \r
- <systemitem class="username">root</systemitem> user.</para>\r
- </listitem>\r
- <listitem>\r
- <para><systemitem class="osname">Ubuntu</systemitem> -- To become the\r
- <systemitem class="username">root</systemitem> user, issue the command\r
- <command>sudo su -</command> and enter the password of the \r
- <systemitem class="username">root</systemitem> user.</para>\r
- </listitem>\r
- </itemizedlist>\r
- <para>To switch from the <systemitem class="username">root</systemitem> user to a\r
- different user, issue the command <command>su - USERNAME</command>. For example, to\r
- switch from the <systemitem class="username">root</systemitem> user to the \r
- <systemitem class="username">opensrf</systemitem> user, issue the command \r
- <command>su - opensrf</command>. Once you have become a non-root user, to become the\r
- <systemitem class="username">root</systemitem> user again, simply issue the command\r
- <command>exit</command>.</para>\r
- </note>\r
- <procedure>\r
- <step>\r
- <title>Install OpenSRF</title>\r
- <para>Evergreen software is integrated with and depends on the Open Service\r
- Request Framework (OpenSRF) software system. For further information on\r
- installing, configuring and testing OpenSRF, see \r
- <xref linkend="serversideinstallation-opensrf"/>.</para>\r
- <para>Follow the steps outlined in that section and run the specified tests to\r
- ensure that OpenSRF is properly installed and configured. Do not continue with\r
- any further Evergreen installation steps until you have verified that OpenSRF\r
- has been successfully installed.</para>\r
- </step>\r
- <step>\r
- <title>Download and Unpack Latest Evergreen Version</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, download\r
- and extract the latest version of Evergreen. The latest version can be found here:\r
- <ulink url="http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz"></ulink></para>\r
-<screen>\r
-<userinput>wget http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz</userinput>\r
-<userinput>tar zxf Evergreen-ILS-1.6.1.2.tar.gz</userinput>\r
-</screen>\r
- <para>The new directory\r
- <filename class="directory">/home/opensrf/Evergreen-ILS-1.6.1.2</filename>\r
- will be created.</para>\r
- </step>\r
- <step>\r
- <title>Install Prerequisites to Build Evergreen</title>\r
- <para>In this section you will install and configure a set of prerequisites that\r
- will be used to build Evergreen. In a following step you will actually build the\r
- Evergreen software using the <command>make</command> utility.</para>\r
- <para>As the <systemitem class="username">root</systemitem> user, enter the\r
- commands show below to build the prerequisites from the software distribution\r
- that you just downloaded and unpacked. Remember to replace\r
- <emphasis>[DISTRIBUTION]</emphasis> in the example with the keyword\r
- corresponding to the name of the <systemitem class="osname">Linux</systemitem>\r
- distribution listed in the distribution keywords table \r
- <xref linkend="serversideinstallation-keywords-evergreen"/> .</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>\r
-<userinput>make -f Open-ILS/src/extras/Makefile.install [DISTRIBUTION]</userinput>\r
-</screen>\r
- <table xml:id="serversideinstallation-keywords-evergreen">\r
- <title>Keyword Targets for Evergreen <application>"make"</application> Command</title>\r
- <tgroup align="left" cols="2" colsep="1" rowsep="1">\r
- <colspec colnum="1" colwidth="1.0*"/>\r
- <colspec colnum="2" colwidth="3.0*"/>\r
- <thead>\r
- <row>\r
- <entry>Keyword</entry>\r
- <entry>Description</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>debian-etch</entry>\r
- <entry>for Debian Etch (4.0)</entry>\r
- </row>\r
- <row>\r
- <entry>debian-lenny</entry>\r
- <entry>for Debian Lenny (5.0)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-hardy</entry>\r
- <entry>for Ubuntu Hardy Heron (8.04)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-karmic</entry>\r
- <entry>for Ubuntu Karmic Koala (9.10)</entry>\r
- </row>\r
- <row>\r
- <entry>ubuntu-karmic</entry>\r
- <entry>for Ubuntu Lucid Lynx (10.04)</entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- </step>\r
- <step xml:id="serversideinstallation-postgresql-default" performance="optional">\r
- <title>(OPTIONAL) Install the PostgreSQL Server</title>\r
- <indexterm><primary>databases</primary><secondary>PostgreSQL</secondary></indexterm>\r
- <para>Since the PostgreSQL server is usually a standalone server in multi-server\r
- production systems, the prerequisite installer Makefile in the previous step\r
- does not automatically install PostgreSQL. You must install the PostgreSQL server\r
- yourself, either on the same system as Evergreen itself or on another system.\r
- If your PostgreSQL server is on a different system, just skip this step.</para>\r
- <para>For further information on manually installing PostgreSQL, visit the official\r
- <link xl:href="http://www.postgresql.org/">PostgreSQL Site</link>.</para>\r
- <para>If your PostgreSQL server will be on the same system as your Evergreen\r
- software, then as the <systemitem class="username">root</systemitem> user\r
- install the required PostgreSQL server packages:</para>\r
- <para>For <systemitem class="osname">Debian Lenny</systemitem> and \r
- <systemitem class="osname">Ubuntu Hardy (8.04)</systemitem>:</para>\r
-<screen>\r
-<userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_83</userinput>\r
-</screen>\r
- <para>For <systemitem class="osname">Ubuntu Karmic (9.10)</systemitem> and\r
- <systemitem class="osname">Ubuntu Lucid (10.04)</systemitem>:</para>\r
-<screen>\r
-<userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_84</userinput>\r
-</screen>\r
- <note>\r
- <para>PostgreSQL versions 8.3 or 8.4 are the recommended versions to work \r
- with Evergreen 1.6. If you have an older version of PostgreSQL, you should\r
- upgrade before installing Evergreen. To find the running version of\r
- PostgreSQL, as the <systemitem class="username">postgres</systemitem> \r
- user, run the <command>psql</command>. Then type <userinput>SELECT\r
- version();</userinput> to get detailed information about your version \r
- of PostgreSQL.</para>\r
- </note>\r
- </step>\r
- <step performance="optional">\r
- <title>Install Perl Modules on PostgreSQL Server</title>\r
- <para>If PostgreSQL is running on the same system as your Evergreen software,\r
- then the Perl modules will automatically be available. Just skip this step.\r
- Otherwise, continue if your PostgreSQL server is running on another system.</para>\r
- <para>You will need to install several Perl modules on the other system. As the\r
- <systemitem class="username">root</systemitem> user install the following Perl\r
- modules:</para>\r
-<screen>\r
-<userinput># first, ensure the gcc compiler is installed:</userinput>\r
-<userinput>apt-get install gcc</userinput>\r
-<userinput># then install the Perl modules:</userinput>\r
-<userinput>perl -MCPAN -e shell</userinput>\r
-<prompt>cpan></prompt>\r
-<userinput>install JSON::XS</userinput>\r
-<prompt>cpan></prompt>\r
-<userinput>install MARC::Record</userinput>\r
-<prompt>cpan></prompt>\r
-<userinput>install MARC::File::XML</userinput>\r
-</screen>\r
- <para>For more information on installing Perl Modules vist the official\r
- <link xl:href="http://www.cpan.org/">CPAN</link> site.</para>\r
- <indexterm><primary>Perl</primary><secondary>CPAN</secondary></indexterm>\r
- </step>\r
- <step>\r
- <title>Update the System Dynamic Library Path</title>\r
- <para>You must update the system dynamic library path to force your system to\r
- recognize the newly installed libraries. As the <systemitem class="username">root</systemitem> user, create a file named\r
- /etc/ld.so.conf.d/eg.conf containing the new library paths:</para>\r
-<programlisting>\r
-/usr/local/lib\r
-/usr/local/lib/dbd\r
-</programlisting>\r
- <para>Then run the command <command>ldconfig</command> to automatically read the\r
- file and modify the system dynamic library path:</para>\r
-<screen>\r
-<userinput>ldconfig</userinput>\r
-</screen>\r
- </step>\r
- <step performance="optional">\r
- <title>Restart the PostgreSQL Server</title>\r
- <para>If PostgreSQL is running on the same system as the rest of Evergreen, as\r
- the <systemitem class="username">root</systemitem> user you must restart\r
- PostgreSQL to re-read the new library paths just configured. If PostgreSQL is\r
- running on another system, you may skip this step. As the <systemitem class="username">opensrf</systemitem> user, execute the following command, where\r
- <literal>[PGSQL_VERSION]</literal> is your installed PostgreSQL version\r
- (e.g. <literal>8.3</literal>):</para>\r
-<screen>\r
-<userinput>/etc/init.d/postgresql-[PGSQL_VERSION] restart</userinput>\r
-</screen>\r
- </step>\r
- <step xml:id="serversideinstallation-configure">\r
- <title>Configure Evergreen</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, return to\r
- the Evergreen build directory and use the <command>configure</command> and\r
- <command>make</command> utilities to configure Evergreen so it can be compiled\r
- and linked in the next step:</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>\r
-<userinput>./configure --prefix=/openils --sysconfdir=/openils/conf</userinput>\r
-<userinput>make</userinput>\r
-</screen>\r
- </step>\r
- <step xml:id="serversideinstallation-compilingevergreen">\r
- <title>Compile, Link and Install Evergreen</title>\r
- <para>In this step you will actually compile, link and install Evergreen and the\r
- default Evergreen Staff Client.</para>\r
- <para>As the <systemitem class="username">root</systemitem> user, return to the\r
- Evergreen build directory and use the <command>make</command> utility as shown\r
- below. The Staff Client will also be automatically built, but you must remember\r
- to set the variable <envar>STAFF_CLIENT_BUILD_ID</envar> to match the version of\r
- the Staff Client you will use to connect to the Evergreen server.</para>\r
- <para>For further information on manually building the Staff Client, see \r
- <xref linkend="staffclientinstallation-building-staffclient"/>.</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>\r
-<userinput>make STAFF_CLIENT_BUILD_ID=rel_1_6_1_2 install</userinput>\r
-</screen>\r
- <para>The above commands will create a new subdirectory <filename class="directory">/openils/var/web/xul/rel_1_6_1_2</filename> containing the\r
- Staff Client.</para>\r
- <para>To complete the Staff Client installation, as the <systemitem class="username">root</systemitem> user create a symbolic link named\r
- <emphasis>server</emphasis> in the head of the Staff Client directory <filename class="directory">/openils/var/web/xul</filename> that points to the\r
- subdirectory <filename class="directory">/server</filename> of the new Staff\r
- Client build:</para>\r
-<screen>\r
-<userinput>cd /openils/var/web/xul</userinput>\r
-<userinput>ln -sf rel_1_6_1_2/server server</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Copy the OpenSRF Configuration Files</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, copy the\r
- example OpenSRF configuration files into place. This replaces the configuration\r
- files that you set up in a previous step when you installed and tested\r
- OpenSRF. You should also create backup copies of the old files for\r
- troubleshooting purposes. Finally, change the ownership on the installed files\r
- to the <systemitem class="username">opensrf</systemitem> user:</para>\r
-<screen>\r
-<userinput>cp /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml</userinput>\r
-<userinput>cp /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml</userinput>\r
-<userinput>cp /openils/conf/oils_web.xml.example /openils/conf/oils_web.xml</userinput>\r
-<userinput>chown -R opensrf:opensrf /openils/</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Create and Configure PostgreSQL Database</title>\r
- <indexterm><primary>databases</primary><secondary>PostgreSQL</secondary></indexterm>\r
- <para>In this step you will create the Evergreen database. In the commands\r
- below, remember to adjust the path of the <emphasis role="bold">contrib</emphasis> repository to match your PostgreSQL server\r
- layout. For example, if you built PostgreSQL from source the path would be\r
- <filename class="directory">/usr/local/share/contrib</filename>; if you\r
- installed the PostgreSQL 8.3 server packages on <systemitem class="osname">Ubuntu 8.04</systemitem>, the path would be \r
- <systemitem class="directory">/usr/share/postgresql/8.3/contrib/</systemitem>.</para>\r
- <substeps>\r
- <step>\r
- <para>\r
- <emphasis role="bold">Create and configure the database</emphasis>\r
- </para>\r
- <para>As the <systemitem class="username">postgres</systemitem>\r
- user on the PostgreSQL system create the PostgreSQL database,\r
- then set some internal paths:</para>\r
- <para>Create the database:</para>\r
-<screen>\r
-<userinput>createdb -E UNICODE evergreen</userinput>\r
-<userinput>createlang plperl evergreen</userinput>\r
-<userinput>createlang plperlu evergreen</userinput>\r
-<userinput>createlang plpgsql evergreen</userinput>\r
-</screen>\r
- <para>Adjust the paths as shown, where\r
- <literal>[PGSQL_VERSION]</literal> is your installed PostgreSQL\r
- version (e.g. <literal>8.3</literal>).</para>\r
-<screen>\r
-<userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/tablefunc.sql evergreen</userinput>\r
-<userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/tsearch2.sql evergreen</userinput>\r
-<userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/pgxml.sql evergreen</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Create <systemitem class="username">evergreen</systemitem> PostgreSQL user</title>\r
- <para>As the <systemitem class="username">postgres</systemitem>\r
- user on the PostgreSQL system, create a new PostgreSQL user\r
- named <systemitem class="username">evergreen</systemitem> and\r
- assign a password:</para>\r
-<screen>\r
-<userinput>createuser -P -s evergreen</userinput>\r
-<prompt>Enter password for new role: MYNEWPASSWORD</prompt>\r
-<prompt>Enter it again: MYNEWPASSWORD</prompt>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>Create Database Schema</title>\r
- <para>As the <systemitem class="username">root</systemitem>\r
- user, create the database schema and configure your system with\r
- the corresponding database authentication details for the\r
- <emphasis>evergreen</emphasis> database user that you created in\r
- the previous step.</para>\r
- <para>Enter the following commands and replace\r
- <emphasis>HOSTNAME, PORT, PASSWORD</emphasis> and\r
- <emphasis>DATABASENAME</emphasis> with appropriate\r
- values:</para>\r
-<screen>\r
-<userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>\r
-<userinput>perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \</userinput>\r
-<userinput> --service all --create-schema --create-bootstrap --create-offline \</userinput>\r
-<userinput> --hostname HOSTNAME --port PORT \</userinput>\r
-<userinput> --user evergreen --password PASSWORD --database DATABASENAME</userinput>\r
-</screen>\r
- <para>On most systems, <emphasis>HOSTNAME</emphasis> will be\r
- <emphasis role="bold">localhost</emphasis>,\r
- <emphasis>PORT</emphasis> will be <emphasis role="bold">5432</emphasis>,\r
- and <emphasis>PASSWORD</emphasis> and <emphasis>DATABASENAME</emphasis> \r
- will be <emphasis role="bold">evergreen</emphasis>.</para>\r
- <note>\r
- <para>If you are entering the above command on a single\r
- line, do not include the <literal>\</literal>\r
- (backslash) characters. If you are using the\r
- <command>bash</command> shell, these should only be used\r
- at the end of a line at a bash prompt to indicate that\r
- the command is continued on the next line.</para>\r
- </note>\r
- </step>\r
- <step>\r
- <title>Configure the Apache web server</title>\r
- <indexterm><primary>web server</primary><secondary>Apache</secondary></indexterm>\r
- <para>In this step you will configure the Apache web server to\r
- support Evergreen software.</para>\r
- <para>First, you must enable some built-in Apache modules and install\r
- some additional Apache configuration files. Then you will create a new\r
- Security Certificate. Finally, you must make several changes to the Apache\r
- configuration file.</para>\r
- <substeps>\r
- <step>\r
- <title>Enable the required Apache Modules</title>\r
- <para>As the <systemitem class="username">root</systemitem> user, enable\r
- some modules in the Apache server, then copy the\r
- new configuration files to the Apache server\r
- directories:</para>\r
- <screen>\r
- <userinput>a2enmod ssl # enable mod_ssl</userinput>\r
- <userinput>a2enmod rewrite # enable mod_rewrite</userinput>\r
- <userinput>a2enmod expires # enable mod_expires</userinput>\r
- </screen>\r
- </step>\r
- <step>\r
- <title>Copy Apache configuration files</title>\r
- <para>You must copy the Apache configuration\r
- files from the Evergreen installation dierectory\r
- to the Apache directory. As the <systemitem class="username">root</systemitem> user, perform\r
- the following commands:</para>\r
- <screen>\r
- <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>\r
- <userinput>cp Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/</userinput>\r
- <userinput>cp Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/</userinput>\r
- <userinput>cp Open-ILS/examples/apache/startup.pl /etc/apache2/</userinput>\r
- </screen>\r
- </step>\r
- <step>\r
- <title>Create a Security Certificate</title>\r
- <para>You must create a new Security Certificate (SSL Key)\r
- for the Apache server using the <command>openssl</command>\r
- command. For a public production server you must configure\r
- or purchase a signed SSL certificate, but for now you can\r
- just use a self-signed certificate and accept the warnings\r
- in the Staff Client and browser during testing and\r
- development. As the\r
- <systemitem class="username">root</systemitem> user, \r
- perform the following commands:</para>\r
-<screen>\r
-<userinput>mkdir /etc/apache2/ssl</userinput>\r
-<userinput>cd /etc/apache2/ssl</userinput>\r
-<userinput>openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key</userinput>\r
-</screen>\r
- <note>\r
- <para>This step generates a self-signed SSL\r
- certificate. You must install a proper SSL\r
- certificate for a public production system to\r
- avoid warning messages when users login to their\r
- account through the OPAC or when staff login\r
- through the staff client.</para>\r
- <para>For further information on getting a proper\r
- SSL certificate, see\r
- <xref linkend="serversideinstallation-ssl"/>.</para>\r
- </note>\r
- </step>\r
- <step xml:id="serversideinstallation-modify-apache">\r
- <title>Update Apache configuration file</title>\r
- <para>You must make several changes to the new Apache\r
- configuration file\r
- <filename>/etc/apache2/sites-available/eg.conf</filename>. As\r
- the <systemitem class="username">root</systemitem> user,\r
- edit the file and make the following changes:</para>\r
- <itemizedlist>\r
- <listitem>\r
- <para>Comment out the line <literal>Allow\r
- from 10.0.0.0/8</literal> and uncomment\r
- the line <literal>Allow from\r
- all</literal>.</para>\r
- <para>This change allows access to your\r
- configuration CGI scripts from \r
- <emphasis role="bold">any</emphasis> workstation on\r
- <emphasis role="bold">any</emphasis>\r
- network. This is only a temporary change\r
- to expedite testing and should be removed\r
- after you have finished and successfully\r
- tested the Evergreen installation.</para>\r
- <warning>\r
- <para>\r
- <emphasis>You must remove these changes\r
- after testing is completed. See \r
- <xref linkend="serversideinstallation-postinstallation"/>\r
- for further details on removing this change \r
- after the Evergreen installation is\r
- complete.</emphasis>\r
- </para>\r
- </warning>\r
- </listitem>\r
- <listitem>\r
- <para>Comment out the line <literal>Listen\r
- 443</literal>, since it conflicts with the\r
- same declaration in the configuration file:\r
- <filename>/etc/apache2/ports.conf</filename>.\r
- Note that <systemitem class="osname">Debian\r
- </systemitem> users should not do this\r
- since the conflict does not apply to that\r
- operating system.</para>\r
- </listitem>\r
- <listitem>\r
- <para>The following updates are needed to allow\r
- the logs to function properly, but it may break\r
- other Apache applications on your server:</para>\r
- <para>For the <systemitem class="osname">Linux</systemitem> \r
- distributions <systemitem class="osname">Ubuntu\r
- Hardy</systemitem> or\r
- <systemitem class="osname">Debian Etch</systemitem>, \r
- as the <systemitem class="username">root</systemitem>\r
- user, edit the Apache configuration file\r
- <filename>/etc/apache2/apache2.conf</filename> and\r
- change the line <literal>User www-data</literal>\r
- to <literal>User opensrf</literal>.</para>\r
- <para>For the <systemitem class="osname">Linux</systemitem> \r
- distributions <systemitem class="osname">Ubuntu\r
- Karmic</systemitem> or \r
- <systemitem class="osname">Ubuntu Lucid</systemitem> \r
- or <systemitem class="osname">Debian\r
- Lenny</systemitem>, as the \r
- <systemitem class="username">root</systemitem> \r
- user, edit the Apache configuration file\r
- <filename>/etc/apache2/envvars</filename> and\r
- change the line <literal>export\r
- APACHE_RUN_USER=www-data</literal> to\r
- <literal>export\r
- APACHE_RUN_USER=opensrf</literal>.</para>\r
- </listitem>\r
- </itemizedlist>\r
- </step>\r
- <step>\r
- <title>Enable the Evergreen web site</title>\r
- <para>Finally, you must enable the Evergreen web site. As the \r
- <systemitem class="username">root</systemitem> user, execute\r
- the following Apache configuration commands to disable the default\r
- <emphasis>It Works</emphasis> web page and enable the\r
- Evergreen web site:</para>\r
-<screen>\r
-<userinput>a2dissite default</userinput>\r
-<userinput>a2ensite eg.conf</userinput>\r
-</screen>\r
- </step>\r
- </substeps>\r
- </step>\r
- </substeps>\r
- </step>\r
- <step xml:id="serversideinstallation-opensrf-config">\r
- <title>Modify the OpenSRF Configuration File</title>\r
- <para>As the <systemitem class="username">opensrf</systemitem> user, edit the\r
- OpenSRF configuration file <filename>/openils/conf/opensrf_core.xml</filename>\r
- to update the Jabber usernames and passwords, and to specify the domain from\r
- which we will accept and to which we will make connections.</para>\r
- <para>If you are installing Evergreen on a single server and using the\r
- <systemitem class="domainname">private.localhost</systemitem> / \r
- <systemitem class="domainname">public.localhost</systemitem> domains, \r
- these will already be set to the correct values. Otherwise, search and replace\r
- to match your customized values.</para>\r
- <para>The left-hand side of <xref linkend="serversideinstallation-xpath-table-2"/>\r
- shows common XPath syntax to indicate the approximate position within the XML\r
- file that needs changes. The right-hand side of the table shows the replacement\r
- values:</para>\r
- <table xml:id="serversideinstallation-xpath-table-2">\r
- <title>Sample XPath syntax for editing "opensrf_core.xml"</title>\r
- <tgroup align="left" cols="2" colsep="1" rowsep="1">\r
- <colspec colname="Xpath" colnum="1" colwidth="1.5*"/>\r
- <colspec colname="Value" colnum="2" colwidth="2.0*"/>\r
- <thead>\r
- <row>\r
- <entry>XPath location</entry>\r
- <entry>Value</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>/config/opensrf/username</entry>\r
- <entry>\r
- <systemitem class="username">opensrf</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/opensrf/passwd </entry>\r
- <entry>password for\r
- <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">opensrf</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/gateway/username</entry>\r
- <entry>\r
- <systemitem class="username">opensrf</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/gateway/passwd</entry>\r
- <entry>password for\r
- <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">opensrf</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport, \r
- first entry where transport/server == public.localhost: \r
- username</entry>\r
- <entry>\r
- <systemitem class="username">router</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- first entry where transport/server == public.localhost: \r
- password</entry>\r
- <entry>password for \r
- <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">router</systemitem> user\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- second entry where transport/server == private.localhost:\r
- username</entry>\r
- <entry>\r
- <systemitem class="username">router</systemitem>\r
- </entry>\r
- </row>\r
- <row>\r
- <entry>/config/routers/router/transport,\r
- second entry where transport/server == private.localhost:\r
- password</entry>\r
- <entry>password for \r
- <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">router</systemitem> user\r
- </entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- </step>\r
- <step xml:id="serversideinstallation-srfsh">\r
- <title>Create Configuration Files for Users Needing <command>srfsh</command></title>\r
- <para>The software installation will automatically create a utility named\r
- <command>srfsh</command> (surf shell). This is a command line diagnostic tool\r
- for testing and interacting with the OpenSRF network software. It will be used\r
- in a future step to complete and test the Evergreen installation. See \r
- <xref linkend="serversideinstallation-testing"/> for further information.</para>\r
- <para>In this section you will set up a special configuration file for each user\r
- who will need to run the utility. Copy the short sample configuration file\r
- <filename>/openils/conf/srfsh.xml.example</filename> to the file\r
- <filename>.srfsh.xml</filename> (note the leading dot!) in the home directory of\r
- each user who will use <command>srfsh</command>. Finally, edit each user's\r
- <filename>.srfsh.xml</filename> file and make the following changes:</para>\r
- <substeps>\r
- <step>\r
- <para>Modify <emphasis role="bold">domain</emphasis> to be the\r
- router hostname (following our domain examples, \r
- <systemitem class="domainname">private.localhost</systemitem>>\r
- will give <command>srfsh</command> access to all OpenSRF services,\r
- while <systemitem class="domainname">public.localhost</systemitem>\r
- will only allow access to those OpenSRF services that are\r
- publicly exposed).</para>\r
- </step>\r
- <step>\r
- <para>Modify <emphasis role="bold">username</emphasis> and\r
- <emphasis role="bold">password</emphasis> to match the\r
- <systemitem class="username">opensrf</systemitem> Jabber user\r
- for the chosen domain.</para>\r
- </step>\r
- <step>\r
- <para>Modify <emphasis role="bold">logfile</emphasis> to be the\r
- full path for a log file to which the user has write\r
- access.</para>\r
- </step>\r
- <step>\r
- <para>Modify <emphasis role="bold">loglevel</emphasis> as needed\r
- for testing.</para>\r
- </step>\r
- </substeps>\r
-<programlisting language="xml">\r
-<![CDATA[\r
-<?xml version="1.0"?>\r
-<!-- This file follows the standard bootstrap config file layout -->\r
-<!-- found in opensrf_core.xml -->\r
-<srfsh>\r
-<router_name>router</router_name>\r
-<domain>private.localhost</domain>\r
-<username>opensrf</username>\r
-<passwd>evergreen</passwd>\r
-<port>5222</port>\r
-<logfile>/tmp/srfsh.log</logfile>\r
-<!-- 0 None, 1 Error, 2 Warning, 3 Info, 4 debug, 5 Internal (Nasty) -->\r
-<loglevel>4</loglevel>\r
-</srfsh>\r
-]]>\r
-</programlisting>\r
- </step>\r
- <step xml:id="serversideinstallation-opensrf-env">\r
- <title>Modify the OpenSRF Environment</title>\r
- <para>Modify the shell configuration file <filename>~/.bashrc</filename> for\r
- user <systemitem class="username">opensrf</systemitem> by adding a Perl environmental\r
- variable, then execute the shell configuration file to load the new variables into\r
- your current environment.</para>\r
- <note>\r
- <para>\r
- <emphasis>In a multi-server environment, you must add any\r
- modifications to <filename>~/.bashrc</filename> to the top of\r
- the file <emphasis>before</emphasis> the line \r
- <literal>[ -z "$PS1" ] && return </literal>.\r
- This will allow headless (scripted) logins to load the correct\r
- environment.</emphasis>\r
- </para>\r
- </note>\r
-<screen>\r
-<userinput>echo "export PERL5LIB=/openils/lib/perl5:\$PERL5LIB" >> ~/.bashrc</userinput>\r
-<userinput>. ~/.bashrc</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <title>(OPTIONAL) Enable and Disable Language Localizations</title>\r
- <para>You can load translations such as Armenian (hy-AM), Canadian French\r
- (fr-CA), and others into the database to complete the translations available in\r
- the OPAC and staff client. For further information, see <xref linkend="localization"/>.</para>\r
- </step>\r
- </procedure>\r
- </section>\r
- <section xml:id="serversideinstallation-starting">\r
- <title>Starting Evergreen</title>\r
- <procedure>\r
- <step>\r
- <para>As the <systemitem class="username">root</systemitem>\r
- user, start the <systemitem class="service">ejabberd</systemitem> and \r
- <systemitem class="service">memcached</systemitem> services\r
- (if they are not already running):</para>\r
-<screen>\r
-<userinput>/etc/init.d/ejabberd start</userinput>\r
-<userinput>/etc/init.d/memcached start</userinput>\r
-</screen>\r
- </step>\r
- <step>\r
- <para>As the <systemitem class="username">opensrf</systemitem>\r
- user, start Evergreen.</para>\r
- <para>Use the flag <option>-l</option> to force Evergreen to use\r
- <systemitem class="domainname">localhost</systemitem> (your\r
- current system) as the hostname. Using the\r
- <option>start_all</option> option will start the OpenSRF\r
- <systemitem class="service">router</systemitem> , \r
- <systemitem class="service">Perl</systemitem> , and\r
- <systemitem class="service">C</systemitem> services:</para>\r
-<screen>\r
-<userinput>$ osrf_ctl.sh -l -a start_all</userinput>\r
-</screen>\r
- <note>\r
- <para>\r
- <emphasis>You can also start Evergreen \r
- <emphasis role="bold">without</emphasis> \r
- the <option>-l</option> flag, but the\r
- <command>osrf_ctl.sh</command> utility must know\r
- the fully qualified domain name for the system\r
- on which it will execute. That hostname may have\r
- been specified in the configuration file\r
- <filename>opensrf.xml</filename>, which you\r
- configured in a previous step.</emphasis>\r
- </para>\r
- <para>Use the <command>hostname</command> command to\r
- determine the fully qualified domain name of your\r
- system.</para>\r
- </note>\r
- <itemizedlist>\r
- <listitem>\r
- <para>If you receive an error message similar to\r
- <emphasis>osrf_ctl.sh: command not found</emphasis>,\r
- then your environment variable\r
- <envar>PATH</envar> does not include the directory\r
- <filename class="directory">/openils/bin</filename>.\r
- As the \r
- <systemitem class="username">opensrf</systemitem>\r
- user, edit the configuration file\r
- <filename>/home/opensrf/.bashrc</filename> and\r
- add the following line:\r
- <literal>export PATH=$PATH:/openils/bin</literal></para>\r
- </listitem>\r
- <listitem>\r
- <para>If you receive an error message similar to\r
- <emphasis>Can't locate OpenSRF/System.pm in\r
- @INC ... BEGIN failed--compilation\r
- aborted</emphasis>, then your environment variable\r
- <emphasis role="bold">PERL5LIB</emphasis> does not\r
- include the directory\r
- <filename class="directory">/openils/lib/perl5</filename>.\r
- As the\r
- <systemitem class="username">opensrf</systemitem> \r
- user, edit the configuration file\r
- <filename>/home/opensrf/.bashrc</filename> and\r
- add the following line:\r
- <literal>export PERL5LIB=$PERL5LIB:/openils/lib/perl5</literal></para>\r
- </listitem>\r
- </itemizedlist>\r
- </step>\r
- <step>\r
- <para>As the <systemitem class="username">opensrf</systemitem>\r
- user, generate the Web files needed by the Staff Client and\r
- catalog, and calculate the proximity of locations in the\r
- Organizational Unit tree (which allows\r
- <emphasis>Holds</emphasis> to work properly):</para>\r
-<screen>\r
-<userinput>cd /openils/bin</userinput>\r
-<userinput>./autogen.sh -c /openils/conf/opensrf_core.xml -u</userinput>\r
-<computeroutput>\r
-Updating Evergreen organization tree and IDL using '/openils/conf/opensrf_core.xml'\r
-Updating fieldmapper\r
-</computeroutput>\r
-</screen>\r
- <para>You must do this the first time you start Evergreen, and\r
- after making any changes to the library hierarchy.</para>\r
- </step>\r
- <step>\r
- <para>As the <systemitem class="username">root</systemitem>\r
- user, restart the Apache Web server:</para>\r
-<screen>\r
-<userinput>/etc/init.d/apache2 restart</userinput>\r
-</screen>\r
- <note>\r
- <para>If the Apache Web server was running when you\r
- started the OpenSRF services, you might not be able to\r
- successfully log in to the OPAC or Staff Client until\r
- the Apache Web server is restarted.</para>\r
- </note>\r
- </step>\r
- </procedure>\r
- </section>\r
- <section xml:id="serversideinstallation-testing">\r
- <title>Testing the Installation</title>\r
- <para>This section describes several simple tests you can perform to verify that the Evergreen\r
- server-side software has been installed and configured properly and is running as\r
- expected.</para>\r
- <simplesect xml:id="serversideinstallation-testing-connections">\r
- <title>Testing Connections to Evergreen</title>\r
- <para>Once you have installed and started Evergreen, test your connection to\r
- Evergreen. As the <systemitem class="username">opensrf</systemitem> user start the\r
- <command>srfsh</command> application and try logging onto the Evergreen server using the\r
- default administrator username and password. Following is sample output generated by\r
- executing <command>srfsh</command> after a successful Evergreen installation.\r
- For help with <command>srfsh</command> commands, type <userinput>help</userinput>\r
- at the prompt:</para>\r
- <screen>\r
- <userinput>/openils/bin/srfsh</userinput>\r
- <prompt>srfsh%</prompt>\r
- <userinput>login admin open-ils</userinput>\r
- <prompt>Received Data: "250bf1518c7527a03249858687714376"</prompt>\r
- <prompt>------------------------------------</prompt>\r
- <prompt>Request Completed Successfully</prompt>\r
- <prompt>Request Time in seconds: 0.045286</prompt>\r
- <prompt>------------------------------------</prompt>\r
- <prompt>Received Data: {</prompt>\r
- <prompt> "ilsevent":0,</prompt>\r
- <prompt> "textcode":"SUCCESS",</prompt>\r
- <prompt> "desc":" ",</prompt>\r
- <prompt> "pid":21616,</prompt>\r
- <prompt> "stacktrace":"oils_auth.c:304",</prompt>\r
- <prompt> "payload":{</prompt>\r
- <prompt> "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",</prompt>\r
- <prompt> "authtime":420</prompt>\r
- <prompt> }</prompt>\r
- <prompt>}</prompt>\r
- <prompt>------------------------------------</prompt>\r
- <prompt>Request Completed Successfully</prompt>\r
- <prompt>Request Time in seconds: 1.336568</prompt>\r
- <prompt>------------------------------------</prompt>\r
- </screen>\r
- <para>If this does not work, try the following:</para>\r
- <itemizedlist>\r
- <listitem>As the <systemitem class="username">opensrf</systemitem> user, run the\r
- script <filename>Open-ILS/src/support-scripts/settings-tester.pl</filename> to\r
- see if it finds any system configuration problems. If the output of\r
- <command>settings-tester.pl</command> does not help you find the problem, please\r
- do not make any significant changes to your configuration.</listitem>\r
- <listitem>Follow the steps in the troubleshooting guide in \r
- <xref linkend="troubleshooting"/>.</listitem>\r
- <listitem>If you have followed the entire set of installation steps listed here\r
- closely, you are probably extremely close to a working system. Gather your\r
- configuration files and log files and contact the \r
- <ulink url="http://open-ils.org/listserv.php">Evergreen Development Mailing List</ulink>\r
- list for assistance before making any drastic changes to your\r
- system configuration.</listitem>\r
- </itemizedlist>\r
- </simplesect>\r
- </section>\r
- <section xml:id="serversideinstallation-virtual">\r
- <title>Installing In Virtualized <systemitem class="osname">Linux</systemitem> Environments</title>\r
- <para>This section describes the installation of Evergreen software in so-called "virtualized"\r
- software environments. Evergreen software runs as a native application on any of several\r
- well-known x86 (32-bit) and x86-64 (64-bit) <systemitem class="osname">Linux</systemitem>\r
- distributions including <systemitem class="osname">Ubuntu</systemitem> and \r
- <systemitem class="osname">Debian</systemitem> but it does not run as a native application \r
- on the <systemitem class="osname">Microsoft Windows</systemitem> operating system. \r
- However, it is possible to execute Evergreen on a <systemitem class="osname">Windows</systemitem> \r
- host system by running it within a virtual Linux-guest installation, which itself executes \r
- on the <systemitem class="osname">Windows</systemitem> system. \r
- The <systemitem class="osname">Linux</systemitem> environment is fully emulated and acts \r
- (within limits) just as if it were executing on a real standalone system.</para>\r
- <para>This technique of emulating a <systemitem class="osname">Linux</systemitem> environment on\r
- a <systemitem class="osname">Windows</systemitem> host is a practical way to install and run an\r
- Evergreen system if it is not possible to dedicate a physical machine solely as a \r
- <systemitem class="osname">Linux</systemitem> host for Evergreen. This architecture is not\r
- recommended for large scale systems since there are performance limitations to running Evergreen\r
- in a virtualized environment. However, it is a reasonable architecture for smaller experimental\r
- systems, as a proof of concept, or as a conference-room pilot.</para>\r
- <simplesect>\r
- <title>Installing Virtualization Software</title>\r
- <para>As described above, Evergreen can be installed on top of an emulated\r
- <systemitem class="osname">Linux</systemitem> environment. The \r
- <systemitem class="osname">Linux</systemitem> environment, in turn, is installed \r
- on top of a software application such as <application>"VirtualBox"</application>,\r
- <application>"VMware"</application> or <application>"VirtualPC"</application> which must\r
- first be installed on the <systemitem class="osname">Windows</systemitem> system. This\r
- section contains step-by-step examples that show installing popular virtualization\r
- applications on a <systemitem class="osname">Windows</systemitem> host system. Following\r
- this section are further descriptions of installing \r
- <systemitem class="osname">Linux</systemitem> and Evergreen systems using that \r
- virtualization software.</para>\r
- <simplesect>\r
- <title>Installing <application>"VirtualBox"</application> Virtualization Software</title>\r
- <para>This section reviews installation of the\r
- <application>"VirtualBox"</application> application on \r
- <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>. \r
- Download the latest edition of <application>VirtualBox</application> from their official website: \r
- <link xl:href="http://virtualbox.org" xl:title="virtual box">http://virtualbox.org</link> and follow the on screen instructions to install the software.</para>\r
- </simplesect>\r
- <simplesect>\r
- <title>Installing VMware Virtualization Software</title>\r
- <indexterm><primary>virtualization software</primary><secondary>VMware</secondary></indexterm>\r
- <para>This section reviews installation of the\r
- <application>"VMware"</application> application on <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>. Find and Download the free virtual \r
- machine software of from the VMware official website: <ulink url="http://downloads.vmware.com">http://downloads.vmware.com</ulink> and follow the on \r
- screen instructions.</para>\r
- </simplesect>\r
- </simplesect>\r
- <simplesect xml:id="serversideinstallation-virtual-install-linux-ev">\r
- <title>Installing <systemitem class="osname">Linux</systemitem> / \r
- Evergreen on Virtualization Software</title>\r
- <para>After the virtualization software is installed and running, there are two ways to\r
- continue with installing <systemitem class="osname">Linux</systemitem> and Evergreen\r
- software in the new virtualized environment:</para>\r
- <orderedlist>\r
- <listitem>\r
- <para>Download and install a prebuilt software image that contains a\r
- working <systemitem class="osname">Linux</systemitem> / Evergreen system\r
- (see <xref linkend="serversideinstall-virtual-prebuilt"/> for\r
- details)</para>\r
- </listitem>\r
- <listitem>\r
- <para>Manually install a <systemitem class="osname">Linux</systemitem>\r
- guest system, then manually install Evergreen on it (see \r
- <xref linkend="serversideinstall-virtual-manual"/> for details)</para>\r
- </listitem>\r
- </orderedlist>\r
- <para>We review each method in the following sections.</para>\r
- <simplesect xml:id="serversideinstall-virtual-prebuilt">\r
- <title>Download and install a prebuilt software image</title>\r
- <para>You can download a prebuilt software image that, when installed with your\r
- virtualization software, emulates a \r
- <systemitem class="osname">Linux</systemitem> guest system containing a running \r
- Evergreen distribution. The image is essentially a snapshot of a hard disk from\r
- a fully configured, functional <systemitem class="osname">Linux</systemitem>\r
- system with Evergreen already installed.</para>\r
- <para>We recommend this approach if you wish to get Evergreen running quickly\r
- with minimal attention to configuration. After reviewing only a few\r
- configuration details you can have a working Evergreen system that integrates\r
- smoothly with the rest of your network. See \r
- <xref linkend="serversideinstall-virtual-versions"/> for a list of prebuilt \r
- software images that are currently available to download and install</para>\r
- <note>DISCLAIMER: The following virtual images have been contributed by members\r
- of the Evergreen community for the purposes of testing, evaluation, training,\r
- and development.</note>\r
- <table xml:id="serversideinstall-virtual-versions">\r
- <title>Linux / Evergreen Virtual Images</title>\r
- <tgroup align="left" cols="4" colsep="1" rowsep="1">\r
- <colspec colnum="1" colwidth="1.0*"/>\r
- <colspec colnum="2" colwidth="1.0*"/>\r
- <colspec colnum="3" colwidth="3.0*"/>\r
- <colspec colnum="4" colwidth="1.0*"/>\r
- <thead>\r
- <row>\r
- <entry>Linux Version</entry>\r
- <entry>Evergreen Version</entry>\r
- <entry>Image</entry>\r
- <entry>Comments</entry>\r
- </row>\r
- </thead>\r
- <tbody>\r
- <row>\r
- <entry>Debian lenny (5.0)</entry>\r
- <entry>1.6.0.1</entry>\r
- <entry>\r
- <ulink url="http://www.open-ils.org/~denials/Evergreen1601_DebianLenny.zip"> download </ulink>\r
- </entry>\r
- <entry>VirtualBox image</entry>\r
- </row>\r
- <row>\r
- <entry>Ubuntu karmic koala (9.10)</entry>\r
- <entry>1.6.0.0</entry>\r
- <entry>\r
- <ulink url="http://www.open-ils.org/~denials/Evergreen-1600-Karmic.zip"> download </ulink>\r
- </entry>\r
- <entry>VirtualBox image</entry>\r
- </row>\r
- </tbody>\r
- </tgroup>\r
- </table>\r
- \r
- <procedure>\r
- <title>VirtualBox Example</title>\r
- <indexterm><primary>virtualization software</primary><secondary>VirtualBox</secondary></indexterm>\r
- <step>\r
- <para>Start VirtualBox for the first time and select\r
- <menuchoice><guimenu>File</guimenu><guimenuitem>VirtualBox Media\r
- Manager</guimenuitem><guimenuitem>Add</guimenuitem></menuchoice>\r
- to locate the prebuilt software image just downloaded (the\r
- example shows it was extracted from the original\r
- <filename class="extension">zip</filename> file into a temporary directory\r
- <filename class="directory">C:\temp</filename>).</para>\r
- </step>\r
- <step>\r
- <para>After selecting the file, click <guibutton>Open</guibutton> to import it.</para>\r
- </step>\r
- <step>\r
- <para>Then click <guibutton>OK</guibutton> to save the selection\r
- and return to the VirtualBox Media Manager</para>\r
- </step>\r
- <step>\r
- <para>Click <guibutton>New</guibutton>, then <guibutton>Next</guibutton> to continue\r
- and create a new virtual machine (VM).</para>\r
- </step>\r
- <step>\r
- <para>Create a new name for the VM and set the operating system\r
- type, then click <guibutton>Next</guibutton>.</para>\r
- </step>\r
- <step>\r
- <para>Set the memory size (at least 512Mb),\r
- then click <guibutton>Next</guibutton>.</para>\r
- </step>\r
- <step>\r
- <para>Edit the Virtual Hard Disk configuration settings; click\r
- the radio boxes <guilabel>Boot Hard Disk</guilabel> and <guilabel>Use existing hard disk</guilabel>\r
- and ensure that the disk name <guilabel>Evergreen1601_DebianLenny.vmdk</guilabel>\r
- is selected. Click <guibutton>Finish</guibutton> to finish the\r
- setup.</para>\r
- </step>\r
- <step>\r
- <para>Install the <application>VirtualBox Guest\r
- Additions</application> (really a required upgrade to\r
- VirtualBox)</para>\r
- </step>\r
- <step>\r
- <para>Return to VirtualBox and see the summary of the VM just\r
- created. Click <guibutton>Start</guibutton> to boot the new VM.</para>\r
- </step>\r
- <step>\r
- <para>See the start of the <systemitem class="osname">Linux</systemitem> boot sequence. Choose <guimenuitem>Debian\r
- Gnu/Linux, kernel 2.6.26-2-686</guimenuitem> from the startup menu and click\r
- <guibutton>Enter</guibutton> to start <systemitem class="osname">Linux</systemitem> and Evergreen. After\r
- some delay you should see the command line prompt <prompt>debian-lenny login:</prompt>. Log in with username\r
- <userinput>root</userinput> and password <userinput>evergreen</userinput> to continue.</para>\r
- </step>\r
- </procedure>\r
- </simplesect>\r
- </simplesect>\r
- </section>\r
- </section>\r
-</chapter>\r
+<?xml version="1.0" encoding="UTF-8"?>
+<chapter xml:id="serversideinstallation" xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xl="http://www.w3.org/1999/xlink">
+ <info>
+ <title>Server-side Installation of Evergreen Software</title>
+ <abstract>
+ <para>This section describes installation of the Evergreen server-side software and its associated components.
+ Installation, configuration, testing and verification
+ of the software is straightforward if you follow some simple directions.</para>
+ </abstract>
+ </info>
+ <para>Installing, configuring and testing the Evergreen server-side software is straightforward with the current
+ stable software release. See <xref linkend="serversideinstallation-all"/> for instructions tailored to
+ installing on some particular distributions of the <systemitem class="osname">Linux</systemitem> operating
+ system.</para>
+ <para>The current version of the Evergreen server-side software runs as a native application on any of several
+ well-known <systemitem class="osname">Linux</systemitem> distributions
+ (e.g., <systemitem class="osname">Ubuntu</systemitem> and <systemitem class="osname">Debian</systemitem>).
+ It does not currently run as a native application on the <systemitem class="osname">Microsoft Windows</systemitem>
+ operating system (e.g., <systemitem class="osname">WindowsXP</systemitem>, <systemitem class="osname">WindowsXP
+ Professional</systemitem>, <systemitem class="osname">Windows7</systemitem>), but the software can still be
+ installed and run on <systemitem class="osname">Windows</systemitem> via a so-called
+ <emphasis>virtualized</emphasis> Linux-guest Operating System (using, for example,
+ <application>"VirtualBox"</application>, or <application>"VMware"</application>, or
+ <application>"VirtualPC"</application> to emulate a <systemitem class="osname">Linux</systemitem>
+ environment). It can also be installed to run on other <systemitem class="osname">Linux</systemitem>
+ systems via virtualized environments (using, for example, <application>"VirtualBox"</application> or
+ <application>"VMware"</application>). More information on virtualized environments can be found in
+ <xref linkend="serversideinstallation-virtual"/>.</para>
+ <para>Installation of the Evergreen Staff Client software is reviewed in <xref linkend="staffclientinstallation"/>. </para>
+ <para>The Evergreen server-side software has dependencies on particular versions of certain major software
+ sub-components. Successful installation of Evergreen software requires that software versions agree with those
+ listed here:</para>
+ <table xml:id="serversideinstall-software-dependencies">
+ <title>Evergreen Software Dependencies</title>
+ <indexterm>
+ <primary>Evergreen software dependencies</primary>
+ </indexterm>
+ <tgroup align="left" cols="3" colsep="1" rowsep="1">
+ <colspec colname="Evergreen" colnum="1" colwidth="1.0*"/>
+ <colspec colname="OpenSRF" colnum="2" colwidth="1.0*"/>
+ <colspec colname="PostgreSQL" colnum="3" colwidth="1.0*"/>
+ <thead>
+ <row>
+ <entry>Evergreen</entry>
+ <entry>OpenSRF</entry>
+ <entry>PostgreSQL</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>1.6.1.x</entry>
+ <entry>1.4.0</entry>
+ <entry>8.2 / 8.3</entry>
+ </row>
+ <row>
+ <entry>1.6.0.x</entry>
+ <entry>1.2</entry>
+ <entry>8.2 / 8.3</entry>
+ </row>
+ <row>
+ <entry>1.4.x</entry>
+ <entry>1.0</entry>
+ <entry>8.1 / 8.2</entry>
+ </row>
+ <row>
+ <entry>1.2.x</entry>
+ <entry>0.9</entry>
+ <entry>8.1 / 8.2</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ <section xml:id="serversideinstallation-all">
+ <title>Installing Server-Side Software</title>
+ <para>This section describes the installation of the major components of Evergreen server-side software.</para>
+ <para>As far as possible, you should perform the following steps in the exact order given since the
+ success of many steps relies on the successful completion of earlier steps. You should make backup
+ copies of files and environments when you are instructed to do so. In the event of installation problems
+ those copies can allow you to back out of a step gracefully and resume the installation from a known
+ state. See <xref linkend="backingup"/> for further information.</para>
+ <para>Of course, after you successfully complete and test the entire Evergreen installation you should
+ take a final snapshot backup of your system(s). This can be the first in the series of regularly
+ scheduled system backups that you should probably also begin.</para>
+ <section xml:id="serversideinstallation-opensrf">
+ <indexterm>
+ <primary>OpenSRF</primary>
+ <secondary>installation</secondary>
+ </indexterm>
+ <title>Installing OpenSRF 1.4.x On <systemitem class="osname">Ubuntu</systemitem> or
+ <systemitem class="osname">Debian</systemitem></title>
+ <indexterm>
+ <primary>Linux</primary>
+ <secondary>Debian</secondary>
+ </indexterm>
+ <indexterm>
+ <primary>Linux</primary>
+ <secondary>Ubuntu</secondary>
+ </indexterm>
+ <para>This section describes the installation of the latest version of the Open Service Request
+ Framework (OpenSRF), a major component of the Evergreen server-side software, on
+ <systemitem class="osname">Ubuntu</systemitem> or <systemitem class="osname">Debian</systemitem>
+ systems. Evergreen software is integrated with and depends on the OpenSRF software
+ system.</para>
+ <para>Follow the steps outlined here and run the specified tests to ensure that OpenSRF is
+ properly installed and configured. Do not continue with any further Evergreen installation steps
+ until you have verified that OpenSRF has been successfully installed.</para>
+ <note>
+ <para>The following steps have been tested on the x86 (32-bit) and x86-64 (64-bit)
+ platforms. OpenSRF 1.4.0 has been tested on <systemitem class="osname">Debian Etch
+ (4.0)</systemitem>, <systemitem class="osname">Debian Lenny (5.0)</systemitem> and
+ <systemitem class="osname">Ubuntu Lucid Lynx (10.04)</systemitem>.</para>
+ <para>In the following instructions, you are asked to perform certain steps as either
+ the <systemitem class="username">root</systemitem> user, the
+ <systemitem class="username">opensrf</systemitem> user, or the
+ <systemitem class="username">postgres</systemitem> user.</para>
+ <itemizedlist>
+ <listitem>
+ <para><systemitem class="osname">Debian</systemitem> -- To become the
+ <systemitem class="username">root</systemitem> user, issue the command
+ <command>su -</command> and enter the password of the
+ <systemitem class="username">root</systemitem> user.</para>
+ </listitem>
+ <listitem>
+ <para><systemitem class="osname">Ubuntu</systemitem> -- To become the
+ <systemitem class="username">root</systemitem> user, issue the command
+ <command>sudo su -</command> and enter the password of the
+ <systemitem class="username">root</systemitem> user.</para>
+ </listitem>
+ </itemizedlist>
+ <para>To switch from the <systemitem class="username">root</systemitem> user to a
+ different user, issue the command <command>su - USERNAME</command>. For example, to
+ switch from the <systemitem class="username">root</systemitem> user to the
+ <systemitem class="username">opensrf</systemitem> user, issue the command
+ <command>su - opensrf</command>. Once you have become a non-root user, to become
+ the <systemitem class="username">root</systemitem> user again, simply issue the command
+ <command>exit</command>.</para>
+ </note>
+ <procedure>
+ <step>
+ <title>Add the OpenSRF User</title>
+ <para>As the <systemitem class="username">root</systemitem> user, add the
+ opensrf user to the system. The default shell for the new user is automatically
+ set to <command>/bin/bash</command> to inherit a reasonable environment:</para>
+ <screen>
+ <userinput>useradd -m -s /bin/bash opensrf</userinput>
+ <userinput>passwd opensrf</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Download and Unpack Latest OpenSRF Version</title>
+ <indexterm>
+ <primary>OpenSRF</primary>
+ <secondary>download</secondary>
+ </indexterm>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, change to
+ the directory <filename class="directory">/home/opensrf</filename> then download
+ and extract the latest version of OpenSRF. The latest version can be found here:
+ <ulink url="http://evergreen-ils.org/downloads/OpenSRF-1.4.0.tar.gz"></ulink></para>
+ <screen>
+ <userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>
+ <userinput>wget http://evergreen-ils.org/downloads/OpenSRF-1.4.0.tar.gz</userinput>
+ <userinput>tar zxf OpenSRF-1.4.0.tar.gz</userinput>
+ </screen>
+ <para>The new directory
+ <filename class="directory">/home/opensrf/OpenSRF-1.4.0</filename> will be created.</para>
+ </step>
+ <step>
+ <title>Install Prerequisites to Build OpenSRF</title>
+ <para>In this section you will install and configure a set of prerequisites that will be
+ used to build OpenSRF. In the following step you will actually build the OpenSRF software
+ using the <command>make</command> utility.</para>
+ <para>As the <systemitem class="username">root</systemitem> user, enter the commands show
+ below to build the prerequisites from the software distribution that you just downloaded
+ and unpacked. Remember to replace <emphasis>[DISTRIBUTION]</emphasis> in the following
+ example with the keyword corresponding to the name of one of the
+ <systemitem class="osname">Linux</systemitem> distributions listed in the following
+ distribution keywords table <xref linkend="serversideinstallation-keywords-opensrf"/> .
+ For example, to install the prerequisites for Ubuntu version 10.04 (Lucid Lynx) you would
+ enter this command: <command>make -f src/extras/Makefile.install ubuntu-lucid</command> .</para>
+ <screen>
+ <userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>
+ <userinput>make -f src/extras/Makefile.install [DISTRIBUTION]</userinput>
+ </screen>
+ <table xml:id="serversideinstallation-keywords-opensrf">
+ <title>Keyword Targets for OpenSRF <application>"make"</application> Command</title>
+ <tgroup align="left" cols="2" colsep="1" rowsep="1">
+ <colspec colnum="1" colwidth="1.0*"/>
+ <colspec colnum="2" colwidth="3.0*"/>
+ <thead>
+ <row>
+ <entry>Keyword</entry>
+ <entry>Description</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>debian-etch</entry>
+ <entry>for Debian "Etch" (4.0)</entry>
+ </row>
+ <row>
+ <entry>debian-lenny</entry>
+ <entry>for Debian "Lenny" (5.0)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-hardy</entry>
+ <entry>for Ubuntu "Hardy Heron" (8.04)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-karmic</entry>
+ <entry>for Ubuntu "Karmic Koala" (9.10)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-lucid</entry>
+ <entry>for Ubuntu "Lucid Lynx" (10.04)</entry>
+ </row>
+ <row>
+ <entry>fedora13</entry>
+ <entry>for Fedora "Goddard" (13)</entry>
+ </row>
+ <row>
+ <entry>centos</entry>
+ <entry>for Centos</entry>
+ </row>
+ <row>
+ <entry>gentoo</entry>
+ <entry>for Gentoo</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ <para>This will install a number of packages on the system that are required by OpenSRF,
+ including some Perl modules from CPAN. You can say <literal>No</literal> to the initial
+ CPAN configuration prompt to allow it to automatically configure itself to download and
+ install Perl modules from CPAN. The CPAN installer will ask you a number of times whether
+ it should install prerequisite modules - say <literal>Yes</literal>.</para>
+ </step>
+ <step>
+ <title>Build OpenSRF</title>
+ <para>In this section you will configure and build the OpenSRF
+ components that support other Evergreen services.</para>
+ <substeps>
+ <step>
+ <title>Configure OpenSRF</title>
+ <indexterm>
+ <primary>OpenSRF</primary>
+ <secondary>configure</secondary>
+ </indexterm>
+ <para>As the <systemitem class="username">opensrf</systemitem>
+ user, return to the OpenSRF build directory and use the
+ <command>configure</command> utility to prepare for the next
+ step of compiling and linking the software. If you wish to
+ include support for Python and Java, add the configuration
+ options <option>--enable-python</option> and
+ <option>--enable-java</option>, respectively:</para>
+ <screen>
+ <userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>
+ <userinput>./configure --prefix=/openils --sysconfdir=/openils/conf</userinput>
+ <userinput>make</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Compile, Link and Install OpenSRF</title>
+ <para>As the <systemitem class="username">root</systemitem>
+ user, return to the OpenSRF build directory and use the
+ <command>make</command> utility to compile, link and install
+ OpenSRF:</para>
+ <screen>
+ <userinput>cd /home/opensrf/OpenSRF-1.4.0</userinput>
+ <userinput>make install</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Update the System Dynamic Library Path</title>
+ <para>You must update the system dynamic library path to force
+ your system to recognize the newly installed libraries. As the
+ <systemitem class="username">root</systemitem> user, do this by
+ creating the new file
+ <filename>/etc/ld.so.conf.d/osrf.conf</filename> containing a
+ new library path, then run the command
+ <command>ldconfig</command> to automatically read the file and
+ modify the system dynamic library path:</para>
+ <screen>
+ <userinput>echo "/openils/lib" > /etc/ld.so.conf.d/osrf.conf</userinput>
+ <userinput>ldconfig</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Define Public and Private OpenSRF Domains</title>
+ <para>For security purposes, OpenSRF uses Jabber domains to separate services
+ into public and private realms. On a single-server system the easiest way to
+ define public and private OpenSRF domains is to define separate host names by
+ adding entries to the file <filename>/etc/hosts</filename>.</para>
+ <para>In the following steps we will use the example domains
+ <systemitem class="domainname">public.localhost</systemitem> for the public
+ domain and <systemitem class="domainname">private.localhost</systemitem>
+ for the private domain. In an upcoming step, you will configure two special
+ <systemitem class="service">ejabberd</systemitem> users
+ to handle communications for these two domains.</para>
+ <para>As the <systemitem class="username">root</systemitem> user, edit the file
+ <filename>/etc/hosts</filename> and add the following example domains:</para>
+ <indexterm>
+ <primary>Jabber</primary>
+ </indexterm>
+ <screen>
+ <userinput>127.0.1.2 public.localhost public</userinput>
+ <userinput>127.0.1.3 private.localhost private</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Change File Ownerships</title>
+ <para>Finally, as the <systemitem class="username">root</systemitem>
+ user, change the ownership of all files installed in the
+ directory <filename class="directory">/openils</filename> to the
+ user <systemitem class="username">opensrf</systemitem>:</para>
+ <screen>
+ <userinput>chown -R opensrf:opensrf /openils</userinput>
+ </screen>
+ </step>
+ </substeps>
+ </step>
+ <step>
+ <title>Stop the <systemitem class="service">ejabberd</systemitem> Service</title>
+ <indexterm>
+ <primary>ejabberd</primary>
+ </indexterm>
+ <para>Before continuing with configuration of <systemitem class="service">ejabberd</systemitem>
+ you must stop that service. As the <systemitem class="username">root</systemitem> user,
+ execute the following command to stop the service:</para>
+ <screen>
+ <userinput>/etc/init.d/ejabberd stop</userinput>
+ </screen>
+ <para>If <systemitem class="service">ejabberd</systemitem> reports that it
+ is already stopped, there may have been a problem when it started back
+ in the installation step. If there are any remaining daemon processes such as
+ <systemitem class="daemon">beam</systemitem> or
+ <systemitem class="daemon">epmd</systemitem>
+ you may need to perform the following commands to kill them:</para>
+ <screen>
+ <userinput>epmd -kill</userinput>
+ <userinput>killall beam; killall beam.smp</userinput>
+ <userinput>rm /var/lib/ejabberd/*</userinput>
+ <userinput>echo 'ERLANG_NODE=ejabberd@localhost' >> /etc/default/ejabberd</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Edit the <systemitem class="service">ejabberd</systemitem> configuration</title>
+ <para>You must make several configuration changes for the
+ <systemitem class="service">ejabberd</systemitem> service before
+ it is started again.
+ As the <systemitem class="username">root</systemitem> user, edit the file
+ <filename>/etc/ejabberd/ejabberd.cfg</filename> and make the following changes:</para>
+ <itemizedlist>
+ <listitem>
+ <para>Change the line:
+ <screen><userinput>{hosts, ["localhost"]}.</userinput></screen>
+ to:
+ <screen><userinput>{hosts, ["localhost", "private.localhost", "public.localhost"]}.</userinput></screen></para>
+ </listitem>
+ <listitem>
+ <para>Change the line:
+ <screen><userinput>{max_user_sessions, 10}.</userinput></screen> to:
+ <screen><userinput>{max_user_sessions, 10000}.</userinput></screen></para>
+ <para>If the line looks something like this:
+ <screen><userinput>{access, max_user_sessions, [{10, all}]}.</userinput></screen>
+ then change it to:
+ <screen><userinput>{access, max_user_sessions, [{10000, all}]}</userinput></screen></para>
+ </listitem>
+ <listitem>
+ <para>Change all three occurrences of: <literal>max_stanza_size</literal>
+ to: <literal>2000000</literal>.</para>
+ </listitem>
+ <listitem>
+ <para>Change both occurrences of: <literal>maxrate</literal> to:
+ <literal>500000</literal>.</para>
+ </listitem>
+ <listitem>
+ <para>Comment out the line <literal>{mod_offline, []}</literal>
+ by placing two <literal>%</literal> comment signs in front.</para>
+ </listitem>
+ </itemizedlist>
+ </step>
+ <step xml:id="serversideinstallation-opensrf-continued">
+ <title>Restart the <systemitem class="service">ejabberd</systemitem> service</title>
+ <para>As the <systemitem class="username">root</systemitem> user, restart the
+ <systemitem class="service">ejabberd</systemitem> service to test the
+ configuration changes and to register your users:</para>
+ <screen>
+ <userinput>/etc/init.d/ejabberd start</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Register <systemitem class="username">router</systemitem> and
+ <systemitem class="username">ejabberd</systemitem> users</title>
+ <para>The two <systemitem class="service">ejabberd</systemitem> users
+ <systemitem class="username">router</systemitem> and
+ <systemitem class="username">opensrf</systemitem> must be registered
+ and configured to manage OpenSRF router service and communications
+ for the two domains <literal>public.localhost</literal> and
+ <literal>private.localhost</literal>
+ that you added to the file <filename>/etc/hosts</filename>
+ in a previous step:</para>
+ <itemizedlist>
+ <listitem>
+ <para>the <systemitem class="username">router</systemitem> user,
+ to whom all requests to connect to an OpenSRF service will be
+ routed;</para>
+ </listitem>
+ <listitem>
+ <para>the <systemitem class="username">opensrf</systemitem> user,
+ which clients use to connect to OpenSRF services (you may name
+ the user anything you like, but we use
+ <literal>opensrf</literal> in these examples)</para>
+ </listitem>
+ </itemizedlist>
+ <para>As the <systemitem class="username">root</systemitem> user, execute the
+ <command>ejabberdctl</command> utility as shown below to register and create passwords
+ for the two users on each domain. Note that the users correspond to those configured
+ in the file <filename>/openils/conf/opensrf_core.xml</filename> in the next steps.</para>
+ <programlisting language="xml"><![CDATA[
+# The syntax for registering a user with ejabberdctl is:
+# ejabberdctl register <user> <domain> <password>
+#
+ejabberdctl register router private.localhost <password #1>
+ejabberdctl register router public.localhost <password #1>
+ejabberdctl register opensrf private.localhost <password #2>
+ejabberdctl register opensrf public.localhost <password #2>
+]]></programlisting>
+ </step>
+ <step>
+ <title>Create configuration files</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, execute
+ the following commands to create the new configuration files
+ <filename>/openils/conf/opensrf_core.xml</filename> and
+ <filename>/openils/conf/opensrf.xml</filename> from the example templates:</para>
+ <screen>
+ <userinput>cd /openils/conf</userinput>
+ <userinput>cp opensrf.xml.example opensrf.xml</userinput>
+ <userinput>cp opensrf_core.xml.example opensrf_core.xml</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Change Jabber usernames and passwords</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, edit the
+ OpenSRF configuration file <filename>/openils/conf/opensrf_core.xml</filename>
+ and update the Jabber usernames and passwords to match the values shown in the
+ following table. The left-hand side of <xref linkend="serversideinstallation-xpath-table-1"/>
+ shows common XPath syntax to indicate the approximate position within the XML
+ file that needs changes. The right-hand side of the table shows the replacement
+ values:</para>
+ <table xml:id="serversideinstallation-xpath-table-1">
+ <title>Sample XPath syntax for editing "opensrf_core.xml"</title>
+ <tgroup align="left" cols="2" colsep="1" rowsep="1">
+ <colspec colname="Xpath" colnum="1" colwidth="1.5*"/>
+ <colspec colname="Value" colnum="2" colwidth="2.0*"/>
+ <thead>
+ <row>
+ <entry>XPath location</entry>
+ <entry>Value</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>/config/opensrf/username</entry>
+ <entry>
+ <systemitem class="username">opensrf</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/opensrf/passwd </entry>
+ <entry>password for
+ <systemitem class="domainname">private.localhost</systemitem>
+ <systemitem class="username">opensrf</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/gateway/username</entry>
+ <entry>
+ <systemitem class="username">opensrf</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/gateway/passwd</entry>
+ <entry>password for
+ <systemitem class="domainname">public.localhost</systemitem>
+ <systemitem class="username">opensrf</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ first entry where transport/server == public.localhost:
+ username</entry>
+ <entry>
+ <systemitem class="username">router</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ first entry where transport/server == public.localhost:
+ password</entry>
+ <entry>password for
+ <systemitem class="domainname">public.localhost</systemitem>
+ <systemitem class="username">router</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ second entry where transport/server == private.localhost:
+ username</entry>
+ <entry>
+ <systemitem class="username">router</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ second entry where transport/server == private.localhost:
+ password</entry>
+ <entry>password for
+ <systemitem class="domainname">private.localhost</systemitem>
+ <systemitem class="username">router</systemitem> user
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ <para>You may also need to modify the file to specify the domains from which
+ <systemitem class="service">OpenSRF</systemitem> will accept connections,
+ and to which it will make connections.
+ If you are installing <application>OpenSRF</application> on a single server
+ and using the <systemitem class="domainname">private.localhost</systemitem> and
+ <systemitem class="domainname">public.localhost</systemitem> domains,
+ these will already be set to the correct values. Otherwise, search and replace
+ to match values for your own systems.</para>
+ </step>
+ <step>
+ <title>Set location of persistent database</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, edit the
+ file <filename>/openils/conf/opensrf.xml</filename>, then find and modify the
+ element <literal>dbfile</literal> (near the end of the file) to set the
+ location of the persistent database:</para>
+ <programlisting language="xml"><![CDATA[
+<!-- Example of an app-specific setting override -->
+<opensrf.persist>
+ <app_settings>
+ <dbfile>/tmp/persist.db</dbfile>
+ </app_settings>
+</opensrf.persist>
+]]></programlisting>
+ </step>
+ <step>
+ <title>Create Configuration Files for Users Needing <command>srfsh</command></title>
+ <para>In this section you will set up a special configuration file for each user
+ who will need to run the <command>srfsh</command> (pronounced <emphasis>surf
+ shell</emphasis>) utility.</para>
+ <indexterm>
+ <primary>srfsh</primary>
+ </indexterm>
+ <para>The software installation will automatically create
+ <command>srfsh</command>. This is a command line diagnostic tool for testing and
+ interacting with <application>OpenSRF</application>. It will be used in a future
+ step to complete and test the Evergreen installation. See
+ <xref linkend="serversideinstallation-testing"/> for further information.</para>
+ <para>As the <systemitem class="username">root</systemitem> user, copy the short
+ sample configuration file <filename>/openils/conf/srfsh.xml.example</filename>
+ to the file <filename>.srfsh.xml</filename> (note the leading dot!) in the home
+ directory of each user who will use <command>srfsh</command>. Finally, edit each
+ file <filename>.srfsh.xml</filename> and make the following changes. When you
+ finish, remember to change the owner of the file to match the owner of the home
+ directory.</para>
+ <itemizedlist>
+ <listitem>Modify <literal>domain</literal> to be the router hostname
+ (following our domain examples,
+ <systemitem class="domainname">private.localhost</systemitem> will give
+ <command>srfsh</command> access to all OpenSRF services, while
+ <systemitem class="domainname">public.localhost</systemitem> will only
+ allow access to those OpenSRF services that are publicly
+ exposed).</listitem>
+ <listitem>Modify <literal>username</literal> and
+ <literal>password</literal> to match the <literal>opensrf</literal>
+ Jabber user for the chosen domain</listitem>
+ <listitem>Modify <literal>logfile</literal> to be the full path for a
+ log file to which the user has write access</listitem>
+ <listitem>Modify <literal>loglevel</literal> as needed for testing</listitem>
+ </itemizedlist>
+ <programlisting language="xml"><![CDATA[
+<?xml version="1.0"?>
+<!-- This file follows the standard bootstrap config file layout -->
+<!-- found in opensrf_core.xml -->
+<srfsh>
+<router_name>router</router_name>
+<domain>private.localhost</domain>
+<username>opensrf</username>
+<passwd>privsrf</passwd>
+<port>5222</port>
+<logfile>/tmp/srfsh.log</logfile>
+<!-- 0 None, 1 Error, 2 Warning, 3 Info, 4 debug, 5 Internal (Nasty) -->
+<loglevel>4</loglevel>
+</srfsh>
+]]></programlisting>
+ </step>
+ <step>
+ <title>Modify Environmental Variable PATH for
+ <systemitem class="username">opensrf</systemitem> User</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, modify the
+ environmental variable <envar>PATH</envar> by adding a new file path to the
+ <systemitem class="username">opensrf</systemitem> user's shell configuration
+ file <filename>.bashrc</filename>:</para>
+ <screen>
+ <userinput>echo "export PATH=/openils/bin:\$PATH" >> ~/.bashrc</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Start OpenSRF</title>
+ <para>As the <systemitem class="username">root</systemitem> user, start the
+ <systemitem class="service">ejabberd</systemitem> and
+ <systemitem class="service">memcached</systemitem> services:</para>
+ <screen>
+ <userinput>/etc/init.d/ejabberd start</userinput>
+ <userinput>/etc/init.d/memcached start</userinput>
+ </screen>
+ <para>Finally, as the <systemitem class="username">opensrf</systemitem> user,
+ start OpenSRF. Use "-l" to force hostname to be "localhost":</para>
+ <screen>
+ <userinput>osrf_ctl.sh -l -a start_all</userinput>
+ </screen>
+ <note>
+ <para>If you receive the error message <errortext>bash: osrf_ctl.sh:
+ command not found</errortext>, then your environment variable
+ <envar>PATH</envar> does not include the
+ <filename class="directory">/openils/bin</filename> directory;
+ this should have been set by <filename>.bashrc</filename> when you
+ logged in as the <systemitem class="username">opensrf</systemitem> user,
+ but you can manually set it using the following command:</para>
+ <screen>
+ <userinput>export PATH=$PATH:/openils/bin</userinput>
+ </screen>
+ </note>
+ <para>You can also start Evergreen <emphasis role="bold">without</emphasis> the
+ <option>-l</option> flag, but <command>osrf_ctl.sh</command> must know the fully
+ qualified domain name for the system on which it will execute. That hostname may
+ have been specified in the configuration file <filename>opensrf.xml</filename>,
+ which you configured in a previous step.</para>
+ </step>
+ <step>
+ <title>Test connections to OpenSRF</title>
+ <para>Once you have installed and started OpenSRF, as the
+ <systemitem class="username">root</systemitem> user, test your connection to
+ <systemitem class="service">OpenSRF</systemitem> using the <command>srfsh</command>
+ utility and trying to call the <command>add</command> method on the OpenSRF
+ <systemitem class="service">math</systemitem> service:</para>
+ <screen>
+ <userinput>/openils/bin/srfsh</userinput>
+ <computeroutput>
+srfsh#
+request opensrf.math add 2 2
+Received Data: 4
+------------------------------------
+Request Completed Successfully
+Request Time in seconds: 0.007519
+------------------------------------
+
+srfsh#
+</computeroutput>
+ </screen>
+ <para>For other <command>srfsh</command> commands, type in
+ <userinput>help</userinput> at the prompt.</para>
+ </step>
+ <step>
+ <title>Stopping OpenSRF</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, stop OpenSRF:</para>
+ <screen>
+ <userinput>osrf_ctl.sh -l -a stop_all</userinput>
+ </screen>
+ </step>
+ </procedure>
+ </section>
+ <section xml:id="serversideinstallation-ubuntudebian">
+ <title>Installing Evergreen 1.6.1.x On <systemitem class="osname">Ubuntu</systemitem> or
+ <systemitem class="osname">Debian</systemitem></title>
+ <indexterm>
+ <primary>Linux</primary>
+ <secondary>Debian</secondary>
+ </indexterm>
+ <indexterm>
+ <primary>Linux</primary>
+ <secondary>Ubuntu</secondary>
+ </indexterm>
+ <para>This section outlines the installation process for the latest stable version of
+ Evergreen.</para>
+ <para>In this section you will download, unpack, install, configure and test the Evergreen
+ system, including the Evergreen server and the PostgreSQL database system. You will make several
+ configuration changes and adjustments to the software, including updates to configure the system
+ for your own locale, and some updates needed to work around a few known issues.</para>
+ <note>
+ <para>The following steps have been tested on the x86 (32-bit) and x86-64 (64-bit)
+ architectures. There may be differences between the Desktop and Server editions of
+ <systemitem class="osname">Ubuntu</systemitem>. These instructions assume the Server
+ edition.</para>
+ <para>In the following instructions, you are asked to perform certain steps as
+ either the <systemitem class="username">root</systemitem> user, the
+ <systemitem class="username">opensrf</systemitem> user, or the
+ <systemitem class="username">postgres</systemitem> user.</para>
+ <itemizedlist>
+ <listitem>
+ <para><systemitem class="osname">Debian</systemitem> -- To become the
+ <systemitem class="username">root</systemitem> user, issue the command
+ <command>su -</command> and enter the password of the
+ <systemitem class="username">root</systemitem> user.</para>
+ </listitem>
+ <listitem>
+ <para><systemitem class="osname">Ubuntu</systemitem> -- To become the
+ <systemitem class="username">root</systemitem> user, issue the command
+ <command>sudo su -</command> and enter the password of the
+ <systemitem class="username">root</systemitem> user.</para>
+ </listitem>
+ </itemizedlist>
+ <para>To switch from the <systemitem class="username">root</systemitem> user to a
+ different user, issue the command <command>su - USERNAME</command>. For example, to
+ switch from the <systemitem class="username">root</systemitem> user to the
+ <systemitem class="username">opensrf</systemitem> user, issue the command
+ <command>su - opensrf</command>. Once you have become a non-root user, to become the
+ <systemitem class="username">root</systemitem> user again, simply issue the command
+ <command>exit</command>.</para>
+ </note>
+ <procedure>
+ <step>
+ <title>Install OpenSRF</title>
+ <para>Evergreen software is integrated with and depends on the Open Service
+ Request Framework (OpenSRF) software system. For further information on
+ installing, configuring and testing OpenSRF, see
+ <xref linkend="serversideinstallation-opensrf"/>.</para>
+ <para>Follow the steps outlined in that section and run the specified tests to
+ ensure that OpenSRF is properly installed and configured. Do not continue with
+ any further Evergreen installation steps until you have verified that OpenSRF
+ has been successfully installed.</para>
+ </step>
+ <step>
+ <title>Download and Unpack Latest Evergreen Version</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, download
+ and extract the latest version of Evergreen. The latest version can be found here:
+ <ulink url="http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz"></ulink></para>
+ <screen>
+ <userinput>wget http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz</userinput>
+ <userinput>tar zxf Evergreen-ILS-1.6.1.2.tar.gz</userinput>
+ </screen>
+ <para>The new directory
+ <filename class="directory">/home/opensrf/Evergreen-ILS-1.6.1.2</filename>
+ will be created.</para>
+ </step>
+ <step>
+ <title>Install Prerequisites to Build Evergreen</title>
+ <para>In this section you will install and configure a set of prerequisites that
+ will be used to build Evergreen. In a following step you will actually build the
+ Evergreen software using the <command>make</command> utility.</para>
+ <para>As the <systemitem class="username">root</systemitem> user, enter the
+ commands show below to build the prerequisites from the software distribution
+ that you just downloaded and unpacked. Remember to replace
+ <emphasis>[DISTRIBUTION]</emphasis> in the example with the keyword
+ corresponding to the name of the <systemitem class="osname">Linux</systemitem>
+ distribution listed in the distribution keywords table
+ <xref linkend="serversideinstallation-keywords-evergreen"/> .</para>
+ <screen>
+ <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
+ <userinput>make -f Open-ILS/src/extras/Makefile.install [DISTRIBUTION]</userinput>
+ </screen>
+ <table xml:id="serversideinstallation-keywords-evergreen">
+ <title>Keyword Targets for Evergreen <application>"make"</application> Command</title>
+ <tgroup align="left" cols="2" colsep="1" rowsep="1">
+ <colspec colnum="1" colwidth="1.0*"/>
+ <colspec colnum="2" colwidth="3.0*"/>
+ <thead>
+ <row>
+ <entry>Keyword</entry>
+ <entry>Description</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>debian-etch</entry>
+ <entry>for Debian Etch (4.0)</entry>
+ </row>
+ <row>
+ <entry>debian-lenny</entry>
+ <entry>for Debian Lenny (5.0)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-hardy</entry>
+ <entry>for Ubuntu Hardy Heron (8.04)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-karmic</entry>
+ <entry>for Ubuntu Karmic Koala (9.10)</entry>
+ </row>
+ <row>
+ <entry>ubuntu-karmic</entry>
+ <entry>for Ubuntu Lucid Lynx (10.04)</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </step>
+ <step performance="optional" xml:id="serversideinstallation-postgresql-default">
+ <title>(OPTIONAL) Install the PostgreSQL Server</title>
+ <indexterm>
+ <primary>databases</primary>
+ <secondary>PostgreSQL</secondary>
+ </indexterm>
+ <para>Since the PostgreSQL server is usually a standalone server in multi-server
+ production systems, the prerequisite installer Makefile in the previous step
+ does not automatically install PostgreSQL. You must install the PostgreSQL server
+ yourself, either on the same system as Evergreen itself or on another system.
+ If your PostgreSQL server is on a different system, just skip this step.</para>
+ <para>For further information on manually installing PostgreSQL, visit the official
+ <link xl:href="http://www.postgresql.org/">PostgreSQL Site</link>.</para>
+ <para>If your PostgreSQL server will be on the same system as your Evergreen
+ software, then as the <systemitem class="username">root</systemitem> user
+ install the required PostgreSQL server packages:</para>
+ <para>For <systemitem class="osname">Debian Lenny</systemitem> and
+ <systemitem class="osname">Ubuntu Hardy (8.04)</systemitem>:</para>
+ <screen>
+ <userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_83</userinput>
+ </screen>
+ <para>For <systemitem class="osname">Ubuntu Karmic (9.10)</systemitem> and
+ <systemitem class="osname">Ubuntu Lucid (10.04)</systemitem>:</para>
+ <screen>
+ <userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_84</userinput>
+ </screen>
+ <note>
+ <para>PostgreSQL versions 8.3 or 8.4 are the recommended versions to work
+ with Evergreen 1.6. If you have an older version of PostgreSQL, you should
+ upgrade before installing Evergreen. To find the running version of
+ PostgreSQL, as the <systemitem class="username">postgres</systemitem>
+ user, run the <command>psql</command>. Then type <userinput>SELECT
+ version();</userinput> to get detailed information about your version
+ of PostgreSQL.</para>
+ </note>
+ </step>
+ <step performance="optional">
+ <title>Install Perl Modules on PostgreSQL Server</title>
+ <para>If PostgreSQL is running on the same system as your Evergreen software,
+ then the Perl modules will automatically be available. Just skip this step.
+ Otherwise, continue if your PostgreSQL server is running on another system.</para>
+ <para>You will need to install several Perl modules on the other system. As the
+ <systemitem class="username">root</systemitem> user install the following Perl
+ modules:</para>
+ <screen>
+ <userinput># first, ensure the gcc compiler is installed:</userinput>
+ <userinput>apt-get install gcc</userinput>
+ <userinput># then install the Perl modules:</userinput>
+ <userinput>perl -MCPAN -e shell</userinput>
+ <prompt>cpan></prompt>
+ <userinput>install JSON::XS</userinput>
+ <prompt>cpan></prompt>
+ <userinput>install MARC::Record</userinput>
+ <prompt>cpan></prompt>
+ <userinput>install MARC::File::XML</userinput>
+ </screen>
+ <para>For more information on installing Perl Modules vist the official
+ <link xl:href="http://www.cpan.org/">CPAN</link> site.</para>
+ <indexterm>
+ <primary>Perl</primary>
+ <secondary>CPAN</secondary>
+ </indexterm>
+ </step>
+ <step>
+ <title>Update the System Dynamic Library Path</title>
+ <para>You must update the system dynamic library path to force your system to
+ recognize the newly installed libraries. As the <systemitem class="username">root</systemitem>
+ user, create a file named /etc/ld.so.conf.d/eg.conf containing the new library paths:</para>
+ <programlisting>
+/usr/local/lib
+/usr/local/lib/dbd
+</programlisting>
+ <para>Then run the command <command>ldconfig</command> to automatically read the
+ file and modify the system dynamic library path:</para>
+ <screen>
+ <userinput>ldconfig</userinput>
+ </screen>
+ </step>
+ <step performance="optional">
+ <title>Restart the PostgreSQL Server</title>
+ <para>If PostgreSQL is running on the same system as the rest of Evergreen, as
+ the <systemitem class="username">root</systemitem> user you must restart
+ PostgreSQL to re-read the new library paths just configured. If PostgreSQL is
+ running on another system, you may skip this step. As the <systemitem class="username">opensrf</systemitem>
+ user, execute the following command, where
+ <literal>[PGSQL_VERSION]</literal> is your installed PostgreSQL version
+ (e.g. <literal>8.3</literal>):</para>
+ <screen>
+ <userinput>/etc/init.d/postgresql-[PGSQL_VERSION] restart</userinput>
+ </screen>
+ </step>
+ <step xml:id="serversideinstallation-configure">
+ <title>Configure Evergreen</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, return to
+ the Evergreen build directory and use the <command>configure</command> and
+ <command>make</command> utilities to configure Evergreen so it can be compiled
+ and linked in the next step:</para>
+ <screen>
+ <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
+ <userinput>./configure --prefix=/openils --sysconfdir=/openils/conf</userinput>
+ <userinput>make</userinput>
+ </screen>
+ </step>
+ <step xml:id="serversideinstallation-compilingevergreen"><title>Compile, Link and Install Evergreen</title><para>In this step you will actually compile, link and install Evergreen and the default
+ Evergreen Staff Client.</para><para>As the <systemitem class="username">root</systemitem>
+ user, return to the Evergreen build directory and use the <command>make</command> utility
+ as shown below. The Staff Client will also be automatically built, but you must remember
+ to set the variable <envar>STAFF_CLIENT_BUILD_ID</envar> to match the version of the Staff
+ Client you will use to connect to the Evergreen server.</para><para>For further information on manually building the Staff Client, see
+ <xref linkend="staffclientinstallation-building-staffclient"/>.</para><screen><userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput><userinput>make STAFF_CLIENT_BUILD_ID=rel_1_6_1_2 install</userinput></screen><para>The above commands will create a new subdirectory
+ <filename class="directory">/openils/var/web/xul/rel_1_6_1_2</filename>
+ containing the Staff Client.</para> <para>To complete the Staff Client installation,
+ as the <systemitem class="username">root</systemitem> user create a symbolic link
+ named <emphasis>server</emphasis> in the head of the Staff Client directory
+ <filename class="directory">/openils/var/web/xul</filename> that points to the
+ subdirectory <filename class="directory">/server</filename> of the new Staff
+ Client build:</para><screen><userinput>cd /openils/var/web/xul</userinput><userinput>ln -sf rel_1_6_1_2/server server</userinput></screen></step>
+ <step>
+ <title>Copy the OpenSRF Configuration Files</title>
+ <para>As the <systemitem class="username">root</systemitem> user, copy the
+ example OpenSRF configuration files into place. This replaces the configuration
+ files that you set up in a previous step when you installed and tested
+ OpenSRF. You should also create backup copies of the old files for
+ troubleshooting purposes. Finally, change the ownership on the installed files
+ to the <systemitem class="username">opensrf</systemitem> user:</para>
+ <screen>
+ <userinput>cp /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml</userinput>
+ <userinput>cp /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml</userinput>
+ <userinput>cp /openils/conf/oils_web.xml.example /openils/conf/oils_web.xml</userinput>
+ <userinput>chown -R opensrf:opensrf /openils/</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Create and Configure PostgreSQL Database</title>
+ <indexterm>
+ <primary>databases</primary>
+ <secondary>PostgreSQL</secondary>
+ </indexterm>
+ <para>In this step you will create the Evergreen database. In the commands
+ below, remember to adjust the path of the <emphasis role="bold">contrib</emphasis>
+ repository to match your PostgreSQL server
+ layout. For example, if you built PostgreSQL from source the path would be
+ <filename class="directory">/usr/local/share/contrib</filename>; if you
+ installed the PostgreSQL 8.3 server packages on <systemitem class="osname">Ubuntu 8.04</systemitem>,
+ the path would be
+ <systemitem class="directory">/usr/share/postgresql/8.3/contrib/</systemitem>.</para>
+ <substeps>
+ <step>
+ <para>
+ <emphasis role="bold">Create and configure the database</emphasis>
+ </para>
+ <para>As the <systemitem class="username">postgres</systemitem>
+ user on the PostgreSQL system create the PostgreSQL database,
+ then set some internal paths:</para>
+ <para>Create the database:</para>
+ <screen>
+ <userinput>createdb -E UNICODE evergreen</userinput>
+ <userinput>createlang plperl evergreen</userinput>
+ <userinput>createlang plperlu evergreen</userinput>
+ <userinput>createlang plpgsql evergreen</userinput>
+ </screen>
+ <para>Adjust the paths as shown, where
+ <literal>[PGSQL_VERSION]</literal> is your installed PostgreSQL
+ version (e.g. <literal>8.3</literal>).</para>
+ <screen>
+ <userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/tablefunc.sql evergreen</userinput>
+ <userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/tsearch2.sql evergreen</userinput>
+ <userinput>psql -f /usr/share/postgresql/[PGSQL_VERSION]/contrib/pgxml.sql evergreen</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Create <systemitem class="username">evergreen</systemitem> PostgreSQL user</title>
+ <para>As the <systemitem class="username">postgres</systemitem>
+ user on the PostgreSQL system, create a new PostgreSQL user
+ named <systemitem class="username">evergreen</systemitem> and
+ assign a password:</para>
+ <screen>
+ <userinput>createuser -P -s evergreen</userinput>
+ <prompt>Enter password for new role: MYNEWPASSWORD</prompt>
+ <prompt>Enter it again: MYNEWPASSWORD</prompt>
+ </screen>
+ </step>
+ <step>
+ <title>Create Database Schema</title>
+ <para>As the <systemitem class="username">root</systemitem>
+ user, create the database schema and configure your system with
+ the corresponding database authentication details for the
+ <emphasis>evergreen</emphasis> database user that you created in
+ the previous step.</para>
+ <para>Enter the following commands and replace
+ <emphasis>HOSTNAME, PORT, PASSWORD</emphasis> and
+ <emphasis>DATABASENAME</emphasis> with appropriate
+ values:</para>
+ <screen>
+ <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
+ <userinput>perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \</userinput>
+ <userinput> --service all --create-schema --create-bootstrap --create-offline \</userinput>
+ <userinput> --hostname HOSTNAME --port PORT \</userinput>
+ <userinput> --user evergreen --password PASSWORD --database DATABASENAME</userinput>
+ </screen>
+ <para>On most systems, <emphasis>HOSTNAME</emphasis> will be
+ <emphasis role="bold">localhost</emphasis>,
+ <emphasis>PORT</emphasis> will be <emphasis role="bold">5432</emphasis>,
+ and <emphasis>PASSWORD</emphasis> and <emphasis>DATABASENAME</emphasis>
+ will be <emphasis role="bold">evergreen</emphasis>.</para>
+ <note>
+ <para>If you are entering the above command on a single
+ line, do not include the <literal>\</literal>
+ (backslash) characters. If you are using the
+ <command>bash</command> shell, these should only be used
+ at the end of a line at a bash prompt to indicate that
+ the command is continued on the next line.</para>
+ </note>
+ </step>
+ <step>
+ <title>Configure the Apache web server</title>
+ <indexterm>
+ <primary>web server</primary>
+ <secondary>Apache</secondary>
+ </indexterm>
+ <para>In this step you will configure the Apache web server to
+ support Evergreen software.</para>
+ <para>First, you must enable some built-in Apache modules and install
+ some additional Apache configuration files. Then you will create a new
+ Security Certificate. Finally, you must make several changes to the Apache
+ configuration file.</para>
+ <substeps>
+ <step>
+ <title>Enable the required Apache Modules</title>
+ <para>As the <systemitem class="username">root</systemitem> user, enable
+ some modules in the Apache server, then copy the
+ new configuration files to the Apache server
+ directories:</para>
+ <screen>
+ <userinput>a2enmod ssl # enable mod_ssl</userinput>
+ <userinput>a2enmod rewrite # enable mod_rewrite</userinput>
+ <userinput>a2enmod expires # enable mod_expires</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Copy Apache configuration files</title>
+ <para>You must copy the Apache configuration
+ files from the Evergreen installation dierectory
+ to the Apache directory. As the
+ <systemitem class="username">root</systemitem>
+ user, perform the following commands:</para>
+ <screen>
+ <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
+ <userinput>cp Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/</userinput>
+ <userinput>cp Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/</userinput>
+ <userinput>cp Open-ILS/examples/apache/startup.pl /etc/apache2/</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>Create a Security Certificate</title>
+ <para>You must create a new Security Certificate (SSL Key)
+ for the Apache server using the <command>openssl</command>
+ command. For a public production server you must configure
+ or purchase a signed SSL certificate, but for now you can
+ just use a self-signed certificate and accept the warnings
+ in the Staff Client and browser during testing and
+ development. As the
+ <systemitem class="username">root</systemitem> user,
+ perform the following commands:</para>
+ <screen>
+ <userinput>mkdir /etc/apache2/ssl</userinput>
+ <userinput>cd /etc/apache2/ssl</userinput>
+ <userinput>openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key</userinput>
+ </screen>
+ <note>
+ <para>This step generates a self-signed SSL
+ certificate. You must install a proper SSL
+ certificate for a public production system to
+ avoid warning messages when users login to their
+ account through the OPAC or when staff login
+ through the staff client.</para>
+ <para>For further information on getting a proper
+ SSL certificate, see
+ <xref linkend="serversideinstallation-ssl"/>.</para>
+ </note>
+ </step>
+ <step xml:id="serversideinstallation-modify-apache">
+ <title>Update Apache configuration file</title>
+ <para>You must make several changes to the new Apache
+ configuration file
+ <filename>/etc/apache2/sites-available/eg.conf</filename>. As
+ the <systemitem class="username">root</systemitem> user,
+ edit the file and make the following changes:</para>
+ <itemizedlist>
+ <listitem>
+ <para>Comment out the line <literal>Allow
+ from 10.0.0.0/8</literal> and uncomment
+ the line <literal>Allow from
+ all</literal>.</para>
+ <para>This change allows access to your
+ configuration CGI scripts from
+ <emphasis role="bold">any</emphasis> workstation on
+ <emphasis role="bold">any</emphasis>
+ network. This is only a temporary change
+ to expedite testing and should be removed
+ after you have finished and successfully
+ tested the Evergreen installation.</para>
+ <warning>
+ <para>
+ <emphasis>You must remove these changes
+ after testing is completed. See
+ <xref linkend="serversideinstallation-postinstallation"/>
+ for further details on removing this change
+ after the Evergreen installation is
+ complete.</emphasis>
+ </para>
+ </warning>
+ </listitem>
+ <listitem>
+ <para>Comment out the line <literal>Listen
+ 443</literal>, since it conflicts with the
+ same declaration in the configuration file:
+ <filename>/etc/apache2/ports.conf</filename>.
+ Note that <systemitem class="osname">Debian
+ </systemitem> users should not do this
+ since the conflict does not apply to that
+ operating system.</para>
+ </listitem>
+ <listitem>
+ <para>The following updates are needed to allow
+ the logs to function properly, but it may break
+ other Apache applications on your server:</para>
+ <para>For the <systemitem class="osname">Linux</systemitem>
+ distributions <systemitem class="osname">Ubuntu
+ Hardy</systemitem> or
+ <systemitem class="osname">Debian Etch</systemitem>,
+ as the <systemitem class="username">root</systemitem>
+ user, edit the Apache configuration file
+ <filename>/etc/apache2/apache2.conf</filename> and
+ change the line <literal>User www-data</literal>
+ to <literal>User opensrf</literal>.</para>
+ <para>For the <systemitem class="osname">Linux</systemitem>
+ distributions <systemitem class="osname">Ubuntu
+ Karmic</systemitem> or
+ <systemitem class="osname">Ubuntu Lucid</systemitem>
+ or <systemitem class="osname">Debian
+ Lenny</systemitem>, as the
+ <systemitem class="username">root</systemitem>
+ user, edit the Apache configuration file
+ <filename>/etc/apache2/envvars</filename> and
+ change the line <literal>export
+ APACHE_RUN_USER=www-data</literal> to
+ <literal>export
+ APACHE_RUN_USER=opensrf</literal>.</para>
+ </listitem>
+ </itemizedlist>
+ </step>
+ <step>
+ <title>Enable the Evergreen web site</title>
+ <para>Finally, you must enable the Evergreen web site. As the
+ <systemitem class="username">root</systemitem> user, execute
+ the following Apache configuration commands to disable the default
+ <emphasis>It Works</emphasis> web page and enable the
+ Evergreen web site:</para>
+ <screen>
+ <userinput>a2dissite default</userinput>
+ <userinput>a2ensite eg.conf</userinput>
+ </screen>
+ </step>
+ </substeps>
+ </step>
+ </substeps>
+ </step>
+ <step xml:id="serversideinstallation-opensrf-config">
+ <title>Modify the OpenSRF Configuration File</title>
+ <para>As the <systemitem class="username">opensrf</systemitem> user, edit the
+ OpenSRF configuration file <filename>/openils/conf/opensrf_core.xml</filename>
+ to update the Jabber usernames and passwords, and to specify the domain from
+ which we will accept and to which we will make connections.</para>
+ <para>If you are installing Evergreen on a single server and using the
+ <systemitem class="domainname">private.localhost</systemitem> /
+ <systemitem class="domainname">public.localhost</systemitem> domains,
+ these will already be set to the correct values. Otherwise, search and replace
+ to match your customized values.</para>
+ <para>The left-hand side of <xref linkend="serversideinstallation-xpath-table-2"/>
+ shows common XPath syntax to indicate the approximate position within the XML
+ file that needs changes. The right-hand side of the table shows the replacement
+ values:</para>
+ <table xml:id="serversideinstallation-xpath-table-2">
+ <title>Sample XPath syntax for editing "opensrf_core.xml"</title>
+ <tgroup align="left" cols="2" colsep="1" rowsep="1">
+ <colspec colname="Xpath" colnum="1" colwidth="1.5*"/>
+ <colspec colname="Value" colnum="2" colwidth="2.0*"/>
+ <thead>
+ <row>
+ <entry>XPath location</entry>
+ <entry>Value</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>/config/opensrf/username</entry>
+ <entry>
+ <systemitem class="username">opensrf</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/opensrf/passwd </entry>
+ <entry>password for
+ <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">opensrf</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/gateway/username</entry>
+ <entry>
+ <systemitem class="username">opensrf</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/gateway/passwd</entry>
+ <entry>password for
+ <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">opensrf</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ first entry where transport/server == public.localhost:
+ username</entry>
+ <entry>
+ <systemitem class="username">router</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ first entry where transport/server == public.localhost:
+ password</entry>
+ <entry>password for
+ <systemitem class="domainname">public.localhost</systemitem><systemitem class="username">router</systemitem> user
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ second entry where transport/server == private.localhost:
+ username</entry>
+ <entry>
+ <systemitem class="username">router</systemitem>
+ </entry>
+ </row>
+ <row>
+ <entry>/config/routers/router/transport,
+ second entry where transport/server == private.localhost:
+ password</entry>
+ <entry>password for
+ <systemitem class="domainname">private.localhost</systemitem><systemitem class="username">router</systemitem> user
+ </entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ </step>
+ <step xml:id="serversideinstallation-srfsh">
+ <title>Create Configuration Files for Users Needing <command>srfsh</command></title>
+ <para>The software installation will automatically create a utility named
+ <command>srfsh</command> (surf shell). This is a command line diagnostic tool
+ for testing and interacting with the OpenSRF network software. It will be used
+ in a future step to complete and test the Evergreen installation. See
+ <xref linkend="serversideinstallation-testing"/> for further information.</para>
+ <para>In this section you will set up a special configuration file for each user
+ who will need to run the utility. Copy the short sample configuration file
+ <filename>/openils/conf/srfsh.xml.example</filename> to the file
+ <filename>.srfsh.xml</filename> (note the leading dot!) in the home directory of
+ each user who will use <command>srfsh</command>. Finally, edit each user's
+ <filename>.srfsh.xml</filename> file and make the following changes:</para>
+ <substeps>
+ <step>
+ <para>Modify <emphasis role="bold">domain</emphasis> to be the
+ router hostname (following our domain examples,
+ <systemitem class="domainname">private.localhost</systemitem>>
+ will give <command>srfsh</command> access to all OpenSRF services,
+ while <systemitem class="domainname">public.localhost</systemitem>
+ will only allow access to those OpenSRF services that are
+ publicly exposed).</para>
+ </step>
+ <step>
+ <para>Modify <emphasis role="bold">username</emphasis> and
+ <emphasis role="bold">password</emphasis> to match the
+ <systemitem class="username">opensrf</systemitem> Jabber user
+ for the chosen domain.</para>
+ </step>
+ <step>
+ <para>Modify <emphasis role="bold">logfile</emphasis> to be the
+ full path for a log file to which the user has write
+ access.</para>
+ </step>
+ <step>
+ <para>Modify <emphasis role="bold">loglevel</emphasis> as needed
+ for testing.</para>
+ </step>
+ </substeps>
+ <programlisting language="xml"><![CDATA[
+<?xml version="1.0"?>
+<!-- This file follows the standard bootstrap config file layout -->
+<!-- found in opensrf_core.xml -->
+<srfsh>
+<router_name>router</router_name>
+<domain>private.localhost</domain>
+<username>opensrf</username>
+<passwd>evergreen</passwd>
+<port>5222</port>
+<logfile>/tmp/srfsh.log</logfile>
+<!-- 0 None, 1 Error, 2 Warning, 3 Info, 4 debug, 5 Internal (Nasty) -->
+<loglevel>4</loglevel>
+</srfsh>
+]]></programlisting>
+ </step>
+ <step xml:id="serversideinstallation-opensrf-env">
+ <title>Modify the OpenSRF Environment</title>
+ <para>Modify the shell configuration file <filename>~/.bashrc</filename> for
+ user <systemitem class="username">opensrf</systemitem> by adding a Perl environmental
+ variable, then execute the shell configuration file to load the new variables into
+ your current environment.</para>
+ <note>
+ <para>
+ <emphasis>In a multi-server environment, you must add any
+ modifications to <filename>~/.bashrc</filename> to the top of
+ the file <emphasis>before</emphasis> the line
+ <literal>[ -z "$PS1" ] && return </literal>.
+ This will allow headless (scripted) logins to load the correct
+ environment.</emphasis>
+ </para>
+ </note>
+ <screen>
+ <userinput>echo "export PERL5LIB=/openils/lib/perl5:\$PERL5LIB" >> ~/.bashrc</userinput>
+ <userinput>. ~/.bashrc</userinput>
+ </screen>
+ </step>
+ <step>
+ <title>(OPTIONAL) Enable and Disable Language Localizations</title>
+ <para>You can load translations such as Armenian (hy-AM), Canadian French
+ (fr-CA), and others into the database to complete the translations available in
+ the OPAC and staff client. For further information, see <xref linkend="localization"/>.</para>
+ </step>
+ </procedure>
+ </section>
+ <section xml:id="serversideinstallation-starting">
+ <title>Starting Evergreen</title>
+ <procedure>
+ <step>
+ <para>As the <systemitem class="username">root</systemitem>
+ user, start the <systemitem class="service">ejabberd</systemitem> and
+ <systemitem class="service">memcached</systemitem> services
+ (if they are not already running):</para>
+ <screen>
+ <userinput>/etc/init.d/ejabberd start</userinput>
+ <userinput>/etc/init.d/memcached start</userinput>
+ </screen>
+ </step>
+ <step>
+ <para>As the <systemitem class="username">opensrf</systemitem>
+ user, start Evergreen.</para>
+ <para>Use the flag <option>-l</option> to force Evergreen to use
+ <systemitem class="domainname">localhost</systemitem> (your
+ current system) as the hostname. Using the
+ <option>start_all</option> option will start the OpenSRF
+ <systemitem class="service">router</systemitem> ,
+ <systemitem class="service">Perl</systemitem> , and
+ <systemitem class="service">C</systemitem> services:</para>
+ <screen>
+ <userinput>$ osrf_ctl.sh -l -a start_all</userinput>
+ </screen>
+ <note>
+ <para>
+ <emphasis>You can also start Evergreen
+ <emphasis role="bold">without</emphasis>
+ the <option>-l</option> flag, but the
+ <command>osrf_ctl.sh</command> utility must know
+ the fully qualified domain name for the system
+ on which it will execute. That hostname may have
+ been specified in the configuration file
+ <filename>opensrf.xml</filename>, which you
+ configured in a previous step.</emphasis>
+ </para>
+ <para>Use the <command>hostname</command> command to
+ determine the fully qualified domain name of your
+ system.</para>
+ </note>
+ <itemizedlist>
+ <listitem>
+ <para>If you receive an error message similar to
+ <emphasis>osrf_ctl.sh: command not found</emphasis>,
+ then your environment variable
+ <envar>PATH</envar> does not include the directory
+ <filename class="directory">/openils/bin</filename>.
+ As the
+ <systemitem class="username">opensrf</systemitem>
+ user, edit the configuration file
+ <filename>/home/opensrf/.bashrc</filename> and
+ add the following line:
+ <literal>export PATH=$PATH:/openils/bin</literal></para>
+ </listitem>
+ <listitem>
+ <para>If you receive an error message similar to
+ <emphasis>Can't locate OpenSRF/System.pm in
+ @INC ... BEGIN failed--compilation
+ aborted</emphasis>, then your environment variable
+ <emphasis role="bold">PERL5LIB</emphasis> does not
+ include the directory
+ <filename class="directory">/openils/lib/perl5</filename>.
+ As the
+ <systemitem class="username">opensrf</systemitem>
+ user, edit the configuration file
+ <filename>/home/opensrf/.bashrc</filename> and
+ add the following line:
+ <literal>export PERL5LIB=$PERL5LIB:/openils/lib/perl5</literal></para>
+ </listitem>
+ </itemizedlist>
+ </step>
+ <step>
+ <para>As the <systemitem class="username">opensrf</systemitem>
+ user, generate the Web files needed by the Staff Client and
+ catalog, and calculate the proximity of locations in the
+ Organizational Unit tree (which allows
+ <emphasis>Holds</emphasis> to work properly):</para>
+ <screen>
+ <userinput>cd /openils/bin</userinput>
+ <userinput>./autogen.sh -c /openils/conf/opensrf_core.xml -u</userinput>
+ <computeroutput>
+Updating Evergreen organization tree and IDL using '/openils/conf/opensrf_core.xml'
+Updating fieldmapper
+</computeroutput>
+ </screen>
+ <para>You must do this the first time you start Evergreen, and
+ after making any changes to the library hierarchy.</para>
+ </step>
+ <step>
+ <para>As the <systemitem class="username">root</systemitem>
+ user, restart the Apache Web server:</para>
+ <screen>
+ <userinput>/etc/init.d/apache2 restart</userinput>
+ </screen>
+ <note>
+ <para>If the Apache Web server was running when you
+ started the OpenSRF services, you might not be able to
+ successfully log in to the OPAC or Staff Client until
+ the Apache Web server is restarted.</para>
+ </note>
+ </step>
+ </procedure>
+ </section>
+ <section xml:id="serversideinstallation-testing">
+ <title>Testing the Installation</title>
+ <para>This section describes several simple tests you can perform to verify that the Evergreen
+ server-side software has been installed and configured properly and is running as
+ expected.</para>
+ <simplesect xml:id="serversideinstallation-testing-connections">
+ <title>Testing Connections to Evergreen</title>
+ <para>Once you have installed and started Evergreen, test your connection to
+ Evergreen. As the <systemitem class="username">opensrf</systemitem> user start the
+ <command>srfsh</command> application and try logging onto the Evergreen server using the
+ default administrator username and password. Following is sample output generated by
+ executing <command>srfsh</command> after a successful Evergreen installation.
+ For help with <command>srfsh</command> commands, type <userinput>help</userinput>
+ at the prompt:</para>
+ <screen>
+ <userinput>/openils/bin/srfsh</userinput>
+ <prompt>srfsh%</prompt>
+ <userinput>login admin open-ils</userinput>
+ <prompt>Received Data: "250bf1518c7527a03249858687714376"</prompt>
+ <prompt>------------------------------------</prompt>
+ <prompt>Request Completed Successfully</prompt>
+ <prompt>Request Time in seconds: 0.045286</prompt>
+ <prompt>------------------------------------</prompt>
+ <prompt>Received Data: {</prompt>
+ <prompt> "ilsevent":0,</prompt>
+ <prompt> "textcode":"SUCCESS",</prompt>
+ <prompt> "desc":" ",</prompt>
+ <prompt> "pid":21616,</prompt>
+ <prompt> "stacktrace":"oils_auth.c:304",</prompt>
+ <prompt> "payload":{</prompt>
+ <prompt> "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",</prompt>
+ <prompt> "authtime":420</prompt>
+ <prompt> }</prompt>
+ <prompt>}</prompt>
+ <prompt>------------------------------------</prompt>
+ <prompt>Request Completed Successfully</prompt>
+ <prompt>Request Time in seconds: 1.336568</prompt>
+ <prompt>------------------------------------</prompt>
+ </screen>
+ <para>If this does not work, try the following:</para>
+ <itemizedlist>
+ <listitem>As the <systemitem class="username">opensrf</systemitem> user, run the
+ script <filename>Open-ILS/src/support-scripts/settings-tester.pl</filename> to
+ see if it finds any system configuration problems. If the output of
+ <command>settings-tester.pl</command> does not help you find the problem, please
+ do not make any significant changes to your configuration.</listitem>
+ <listitem>Follow the steps in the troubleshooting guide in
+ <xref linkend="troubleshooting"/>.</listitem>
+ <listitem>If you have followed the entire set of installation steps listed here
+ closely, you are probably extremely close to a working system. Gather your
+ configuration files and log files and contact the
+ <ulink url="http://open-ils.org/listserv.php">Evergreen Development Mailing List</ulink>
+ list for assistance before making any drastic changes to your
+ system configuration.</listitem>
+ </itemizedlist>
+ </simplesect>
+ </section>
+ <section xml:id="serversideinstallation-virtual">
+ <title>Installing In Virtualized <systemitem class="osname">Linux</systemitem> Environments</title>
+ <para>This section describes the installation of Evergreen software in so-called "virtualized"
+ software environments. Evergreen software runs as a native application on any of several
+ well-known x86 (32-bit) and x86-64 (64-bit) <systemitem class="osname">Linux</systemitem>
+ distributions including <systemitem class="osname">Ubuntu</systemitem> and
+ <systemitem class="osname">Debian</systemitem> but it does not run as a native application
+ on the <systemitem class="osname">Microsoft Windows</systemitem> operating system.
+ However, it is possible to execute Evergreen on a <systemitem class="osname">Windows</systemitem>
+ host system by running it within a virtual Linux-guest installation, which itself executes
+ on the <systemitem class="osname">Windows</systemitem> system.
+ The <systemitem class="osname">Linux</systemitem> environment is fully emulated and acts
+ (within limits) just as if it were executing on a real standalone system.</para>
+ <para>This technique of emulating a <systemitem class="osname">Linux</systemitem> environment on
+ a <systemitem class="osname">Windows</systemitem> host is a practical way to install and run an
+ Evergreen system if it is not possible to dedicate a physical machine solely as a
+ <systemitem class="osname">Linux</systemitem> host for Evergreen. This architecture is not
+ recommended for large scale systems since there are performance limitations to running Evergreen
+ in a virtualized environment. However, it is a reasonable architecture for smaller experimental
+ systems, as a proof of concept, or as a conference-room pilot.</para>
+ <simplesect>
+ <title>Installing Virtualization Software</title>
+ <para>As described above, Evergreen can be installed on top of an emulated
+ <systemitem class="osname">Linux</systemitem> environment. The
+ <systemitem class="osname">Linux</systemitem> environment, in turn, is installed
+ on top of a software application such as <application>"VirtualBox"</application>,
+ <application>"VMware"</application> or <application>"VirtualPC"</application> which must
+ first be installed on the <systemitem class="osname">Windows</systemitem> system. This
+ section contains step-by-step examples that show installing popular virtualization
+ applications on a <systemitem class="osname">Windows</systemitem> host system. Following
+ this section are further descriptions of installing
+ <systemitem class="osname">Linux</systemitem> and Evergreen systems using that
+ virtualization software.</para>
+ <simplesect>
+ <title>Installing <application>"VirtualBox"</application> Virtualization Software</title>
+ <para>This section reviews installation of the
+ <application>"VirtualBox"</application> application on
+ <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.
+ Download the latest edition of <application>VirtualBox</application> from their official website:
+ <link xl:href="http://virtualbox.org" xl:title="virtual box">http://virtualbox.org</link>
+ and follow the on screen instructions to install the software.</para>
+ </simplesect>
+ <simplesect>
+ <title>Installing VMware Virtualization Software</title>
+ <indexterm>
+ <primary>virtualization software</primary>
+ <secondary>VMware</secondary>
+ </indexterm>
+ <para>This section reviews installation of the
+ <application>"VMware"</application> application on
+ <systemitem class="osname">WindowsXP Professional (SP2)</systemitem>.
+ Find and Download the free virtual machine software of from the VMware
+ official website:
+ <ulink url="http://downloads.vmware.com">http://downloads.vmware.com</ulink>
+ and follow the on-screen instructions.</para>
+ </simplesect>
+ </simplesect>
+ <simplesect xml:id="serversideinstallation-virtual-install-linux-ev">
+ <title>Installing <systemitem class="osname">Linux</systemitem> /
+ Evergreen on Virtualization Software</title>
+ <para>After the virtualization software is installed and running, there are two ways to
+ continue with installing <systemitem class="osname">Linux</systemitem> and Evergreen
+ software in the new virtualized environment:</para>
+ <orderedlist>
+ <listitem>
+ <para>Download and install a prebuilt software image that contains a
+ working <systemitem class="osname">Linux</systemitem> / Evergreen system
+ (see <xref linkend="serversideinstall-virtual-prebuilt"/> for
+ details)</para>
+ </listitem>
+ <listitem>
+ <para>Manually install a <systemitem class="osname">Linux</systemitem>
+ guest system, then manually install Evergreen on it (see
+ <xref linkend="serversideinstall-virtual-manual"/> for details)</para>
+ </listitem>
+ </orderedlist>
+ <para>We review each method in the following sections.</para>
+ <simplesect xml:id="serversideinstall-virtual-prebuilt">
+ <title>Download and install a prebuilt software image</title>
+ <para>You can download a prebuilt software image that, when installed with your
+ virtualization software, emulates a
+ <systemitem class="osname">Linux</systemitem> guest system containing a running
+ Evergreen distribution. The image is essentially a snapshot of a hard disk from
+ a fully configured, functional <systemitem class="osname">Linux</systemitem>
+ system with Evergreen already installed.</para>
+ <para>We recommend this approach if you wish to get Evergreen running quickly
+ with minimal attention to configuration. After reviewing only a few
+ configuration details you can have a working Evergreen system that integrates
+ smoothly with the rest of your network. See
+ <xref linkend="serversideinstall-virtual-versions"/> for a list of prebuilt
+ software images that are currently available to download and install</para>
+ <note>DISCLAIMER: The following virtual images have been contributed by members
+ of the Evergreen community for the purposes of testing, evaluation, training,
+ and development.</note>
+ <table xml:id="serversideinstall-virtual-versions">
+ <title>Linux / Evergreen Virtual Images</title>
+ <tgroup align="left" cols="4" colsep="1" rowsep="1">
+ <colspec colnum="1" colwidth="1.0*"/>
+ <colspec colnum="2" colwidth="1.0*"/>
+ <colspec colnum="3" colwidth="3.0*"/>
+ <colspec colnum="4" colwidth="1.0*"/>
+ <thead>
+ <row>
+ <entry>Linux Version</entry>
+ <entry>Evergreen Version</entry>
+ <entry>Image</entry>
+ <entry>Comments</entry>
+ </row>
+ </thead>
+ <tbody>
+ <row>
+ <entry>Debian lenny (5.0)</entry>
+ <entry>1.6.0.1</entry>
+ <entry>
+ <ulink url="http://www.open-ils.org/~denials/Evergreen1601_DebianLenny.zip"> download </ulink>
+ </entry>
+ <entry>VirtualBox image</entry>
+ </row>
+ <row>
+ <entry>Ubuntu karmic koala (9.10)</entry>
+ <entry>1.6.0.0</entry>
+ <entry>
+ <ulink url="http://www.open-ils.org/~denials/Evergreen-1600-Karmic.zip"> download </ulink>
+ </entry>
+ <entry>VirtualBox image</entry>
+ </row>
+ </tbody>
+ </tgroup>
+ </table>
+ <procedure>
+ <title>VirtualBox Example</title>
+ <indexterm>
+ <primary>virtualization software</primary>
+ <secondary>VirtualBox</secondary>
+ </indexterm>
+ <step>
+ <para>Start VirtualBox for the first time and select
+ <menuchoice><guimenu>File</guimenu><guimenuitem>VirtualBox Media
+ Manager</guimenuitem><guimenuitem>Add</guimenuitem></menuchoice>
+ to locate the prebuilt software image just downloaded (the
+ example shows it was extracted from the original
+ <filename class="extension">zip</filename> file into a temporary directory
+ <filename class="directory">C:\temp</filename>).</para>
+ </step>
+ <step>
+ <para>After selecting the file, click <guibutton>Open</guibutton> to import it.</para>
+ </step>
+ <step>
+ <para>Then click <guibutton>OK</guibutton> to save the selection
+ and return to the VirtualBox Media Manager</para>
+ </step>
+ <step>
+ <para>Click <guibutton>New</guibutton>, then <guibutton>Next</guibutton> to continue
+ and create a new virtual machine (VM).</para>
+ </step>
+ <step>
+ <para>Create a new name for the VM and set the operating system
+ type, then click <guibutton>Next</guibutton>.</para>
+ </step>
+ <step>
+ <para>Set the memory size (at least 512Mb),
+ then click <guibutton>Next</guibutton>.</para>
+ </step>
+ <step>
+ <para>Edit the Virtual Hard Disk configuration settings; click
+ the radio boxes <guilabel>Boot Hard Disk</guilabel> and
+ <guilabel>Use existing hard disk</guilabel>
+ and ensure that the disk name <guilabel>Evergreen1601_DebianLenny.vmdk</guilabel>
+ is selected. Click <guibutton>Finish</guibutton> to finish the
+ setup.</para>
+ </step>
+ <step>
+ <para>Install the <application>VirtualBox Guest
+ Additions</application> (really a required upgrade to
+ VirtualBox)</para>
+ </step>
+ <step>
+ <para>Return to VirtualBox and see the summary of the VM just
+ created. Click <guibutton>Start</guibutton> to boot the new VM.</para>
+ </step>
+ <step>
+ <para>See the start of the <systemitem class="osname">Linux</systemitem>
+ boot sequence. Choose <guimenuitem>Debian Gnu/Linux, kernel
+ 2.6.26-2-686</guimenuitem> from the startup menu and click
+ <guibutton>Enter</guibutton> to start
+ <systemitem class="osname">Linux</systemitem> and Evergreen.
+ After some delay you should see the command line prompt
+ <prompt>debian-lenny login:</prompt>. Log in with username
+ <userinput>root</userinput> and password <userinput>evergreen</userinput>
+ to continue.</para>
+ </step>
+ </procedure>
+ </simplesect>
+ </simplesect>
+ </section>
+ </section>
+</chapter>
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