** The *user* Linux account is the account that you use to log onto the
Linux system as a regular user.
** The *root* Linux account is an account that has system administrator
- privileges. On Debian and Fedora you can switch to this account from
+ privileges. On Debian you can switch to this account from
your *user* account by issuing the `su -` command and entering the
password for the *root* account when prompted. On Ubuntu you can switch
to this account from your *user* account using the `sudo su -` command
of installing OpenSRF. You can switch to this account from the *root*
account by issuing the `su - opensrf` command.
+Download and unpack the code
+----------------------------
+
+Issue the following commands as the *user* Linux account.
+
+1. Acquire a stable release tarball from https://evergreen-ils.org/opensrf-downloads/
++
+[source, bash]
+------------------------------------------------------------------------------
+wget https://evergreen-ils.org/downloads/opensrf-OSRFVERSION.tar.gz
+------------------------------------------------------------------------------
++
+[NOTE]
+Developers can find the full source code at the OpenSRF Git repository:
+http://git.evergreen-ils.org/?p=OpenSRF.git
++
+2. Unpack the tarball, and move into that directory:
++
+[source, bash]
+------------------------------------------------------------------------------
+tar -xvf opensrf-OSRFVERSION.tar.gz
+cd opensrf-OSRFVERSION/
+------------------------------------------------------------------------------
+
Installing prerequisites
------------------------
* `debian-jessie` for Debian 8.0
* `debian-wheezy` for Debian 7.0
- * `debian-squeeze` for Debian 6.0
- * `ubuntu-precise` for Ubuntu 12.04
* `ubuntu-trusty` for Ubuntu 14.04
- * `fedora` for Fedora 17 and later
+ * `ubuntu-xenial` for Ubuntu 16.04
Patches and suggestions for improvement from users of these distributions,
or others, are welcome!
[NOTE]
Skip this section if you are using an official release tarball downloaded
-from http://evergreen-ils.org/downloads
+from https://evergreen-ils.org/opensrf-downloads/
Developers working directly with the source code from the Git repository,
rather than an official release tarball, must install some extra packages
You can add the `--enable-python` option to the configure command
to build Python support and `--enable-java` for Java support.
+If you are planning on proxying WebSockets traffic (see below), you
+can add `--with-websockets-port=443` to specify that WebSockets traffic
+will be going through port 443. Without that option, the default port
+is 7682.
+
Installation instructions
-------------------------
Add `<PREFIX>/lib/` to the system's dynamic library path, and then run
`ldconfig` as the *root* Linux account.
-On Debian, Ubuntu, and Fedora systems, run the following commands as the *root*
+On Debian and Ubuntu systems, run the following commands as the *root*
Linux account:
.Adjusting the system dynamic library path
OpenSRF requires an XMPP (Jabber) server. For performance reasons, ejabberd is
the Jabber server of choice for the OpenSRF project. In most cases, you only
-have to make a few changes to the default `ejabberd.cfg` file to make ejabberd
+have to make a few changes to the default configuration file to make ejabberd
work for OpenSRF.
1. Stop ejabberd before making any changes to its configuration by issuing the
following command as the *root* Linux account:
+
-.(Debian / Ubuntu) Stopping ejabberd
+.(Debian / Ubuntu Trusty) Stopping ejabberd
[source, bash]
---------------------------------------------------------------------------
/etc/init.d/ejabberd stop
---------------------------------------------------------------------------
+
-.(Fedora) Stopping ejabberd
+.(Ubuntu Xenial) Stopping ejabberd
[source, bash]
---------------------------------------------------------------------------
systemctl stop ejabberd.service
---------------------------------------------------------------------------
+
-2. Open `/etc/ejabberd/ejabberd.cfg` and make the following
+2. Edit the ejabberd config file.
++
+(Debian Wheezy / Ubuntu Trusty) Ejabberd 2.x.x::
+Open `/etc/ejabberd/ejabberd.cfg` and make the following
changes:
a. Define your public and private domains in the `hosts` directive. For
example:
{hosts, ["localhost", "private.localhost", "public.localhost"]}.
---------------------------------------------------------------------------
+
- b. Change all `max_stanza_size` values to 2000000
- c. Change all `maxrate` values to 500000
- d. Increase the `max_user_sessions` value to 10000
+ b. Change all `maxrate` values to 500000
+ c. Increase the `max_user_sessions` value to 10000
+ d. Comment out the `mod_offline` directive
++
+(Debian Jessie) Ejabberd 13.x and 14.x::
+Open `/etc/ejabberd/ejabberd.yml` and make the following
+changes:
+ a. Define your public and private domains in the `hosts` directive. For
+ example:
++
+[source, bash]
+---------------------------------------------------------------------------
+hosts:
+ - "localhost"
+ - "private.localhost"
+ - "public.localhost"
+---------------------------------------------------------------------------
++
+ b. Change `shaper:` `normal` and `fast` values to 500000
+ c. Increase the `max_user_sessions:` `all:` value to 10000
+ d. Comment out the `mod_offline` directive
++
+-----------------------
+##mod_offline:
+ ##access_max_user_messages: max_user_offline_messages
+-----------------------
++
+(Ubuntu Xenial) Ejabberd 16.x::
+Open `/etc/ejabberd/ejabberd.yml` and make the following
+changes:
+ a. Define your public and private domains in the `hosts` directive. For
+ example:
++
+[source, bash]
+---------------------------------------------------------------------------
+hosts:
+ - "localhost"
+ - "private.localhost"
+ - "public.localhost"
+---------------------------------------------------------------------------
++
+ b. Change `auth_password_format` to plain
+ c. Change `shaper:` `normal` and `fast` values to 500000
+ d. Increase the `max_user_sessions:` `all:` value to 10000
e. Comment out the `mod_offline` directive
+
+-----------------------
+##mod_offline:
+ ##access_max_user_messages: max_user_offline_messages
+-----------------------
++
3. Restart the ejabberd server to make the changes take effect:
+
-.(Debian / Ubuntu) Starting ejabberd
+.(Debian / Ubuntu Trusty) Starting ejabberd
[source, bash]
---------------------------------------------------------------------------
/etc/init.d/ejabberd start
---------------------------------------------------------------------------
+
-.(Fedora) Starting ejabberd
+.(Ubuntu Xenial) Starting ejabberd
[source, bash]
---------------------------------------------------------------------------
systemctl start ejabberd.service
3. Create the websocket Apache instance (more information about this in
`/usr/share/doc/apache2/README.multiple-instances`)
+
-.(Debian / Ubuntu Precise)
+.(Debian Wheezy)
[source, bash]
---------------------------------------------------------------------------
sh /usr/share/doc/apache2.2-common/examples/setup-instance websockets
---------------------------------------------------------------------------
+
-.(Ubuntu Trusty)
+.(Debian Jessie / Ubuntu Trusty / Xenial)
[source, bash]
---------------------------------------------------------------------------
sh /usr/share/doc/apache2/examples/setup-instance websockets
a2dismod websocket
---------------------------------------------------------------------------
+
-5. Copy into place the config files
+5. Change to the directory into which you unpacked OpenSRF, then copy into
+ place the config files
+
-.(Debian / Ubuntu Precise)
+.(Debian Wheezy)
[source, bash]
---------------------------------------------------------------------------
+cd /path/to/opensrf-OSRFVERSION
cp examples/apache2/websockets/apache2.conf /etc/apache2-websockets/
---------------------------------------------------------------------------
+
-.(Ubuntu Trusty)
+.(Debian Jessie / Ubuntu Trusty / Xenial)
[source, bash]
---------------------------------------------------------------------------
+cd /path/to/opensrf-OSRFVERSION
cp examples/apache_24/websockets/apache2.conf /etc/apache2-websockets/
---------------------------------------------------------------------------
+
/etc/init.d/apache2-websockets start
---------------------------------------------------------------------------
+Optional: Using NGINX as a proxy
+--------------------------------
+NGINX can be used to proxy HTTP, HTTPS, and WebSockets traffic. Among other
+reasons, this can be useful for Evergreen setups that want to have both
+HTTPS and secure WebSockets traffic both go through port 443 while using
+two Apache instances (one for the WebSockets gateway and one for the more
+memory-intensive TPAC pages).
+
+The following instructions are a guide for setting this up on Debian
+and Ubuntu systems, but expect general familiarity with various system
+administration and network tasks. The steps should be run as the *root*
+Linux account, and assume that you already followed the instructions
+for installing WebSockets support.
+
+1. Configure the main Apache instance to listen on port 7080 for HTTP and
+ port 7443 for HTTPS and ensure that it is not listening on ports 80
+ and 443, then restart Apache.
++
+2. Install NGINX if not already present:
++
+[source, bash]
+---------------------------------------------------------------------------
+apt-get install nginx
+---------------------------------------------------------------------------
++
+3. Copy the example NGINX configuration file into place and remove default.
++
+[source, bash]
+---------------------------------------------------------------------------
+cd /path/to/opensrf-OSRFVERSION
+cp examples/nginx/osrf-ws-http-proxy /etc/nginx/sites-available/
+ln -s /etc/nginx/sites-available/osrf-ws-http-proxy /etc/nginx/sites-enabled/osrf-ws-http-proxy
+rm /etc/nginx/sites-enabled/default
+---------------------------------------------------------------------------
++
+4. Edit `/etc/nginx/sites-available/osrf-ws-http-proxy` to set the location
+ of the SSL certificate and private key.
+5. Start NGINX
++
+[source, bash]
+---------------------------------------------------------------------------
+/etc/init.d/nginx start
+---------------------------------------------------------------------------
++
+6. If you didn't run `configure` with the `--with-websockets-port=443` option,
+edit `<PREFIX>/javascript/opensrf_ws.js` and `<PREFIX>/javascript/opensrf_ws_shared.js`
+ and change
++
+[source, javascript]
+---------------------------------------------------------------------------
+var WEBSOCKET_PORT_SSL = 7682;
+---------------------------------------------------------------------------
++
+to
++
+[source, javascript]
+---------------------------------------------------------------------------
+var WEBSOCKET_PORT_SSL = 443;
+---------------------------------------------------------------------------
+
+Optional: Using HAProxy as a proxy
+----------------------------------
+HAProxy can also be used to proxy HTTP, HTTPS, and WebSockets traffic
+as an alternative to NGINX.
+
+The following instructions are a guide for setting this up on Debian
+and Ubuntu systems, but expect general familiarity with various system
+administration and network tasks. The steps should be run as the *root*
+Linux account, and assume that you already followed the instructions
+for installing WebSockets support.
+
+1. Install HAProxy if not already present:
++
+[source, bash]
+---------------------------------------------------------------------------
+apt-get install haproxy
+---------------------------------------------------------------------------
++
+2. Configure the main Apache instance to listen on port 7080 for HTTP and
+ port 7443 for HTTPS and ensure that it is not listening on ports 80
+ and 443, then restart Apache.
+3. Append the example HAProxy to `haproxy.cfg`.
++
+[source, bash]
+---------------------------------------------------------------------------
+cd /path/to/opensrf-OSRFVERSION
+cat examples/haproxy/osrf-ws-http-proxy >> /etc/haproxy/haproxy.cfg
+---------------------------------------------------------------------------
++
+4. Edit `/etc/haproxy/haproxy.cfg` to set the location
+ of the PEM file containing the SSL certificate and private key.
+5. Start HAProxy.
++
+[source, bash]
+---------------------------------------------------------------------------
+/etc/init.d/haproxy start
+---------------------------------------------------------------------------
++
+6. Edit `<PREFIX>/javascript/opensrf_ws.js` and `<PREFIX>/javascript/opensrf_ws_shared.js`
+ and change
++
+[source, javascript]
+---------------------------------------------------------------------------
+var WEBSOCKET_PORT_SSL = 7682;
+---------------------------------------------------------------------------
++
+to
++
+[source, javascript]
+---------------------------------------------------------------------------
+var WEBSOCKET_PORT_SSL = 443;
+---------------------------------------------------------------------------
+
Troubleshooting note for Python users
-------------------------------------
------------
Need help installing or using OpenSRF? Join the mailing lists at
-http://evergreen-ils.org/listserv.php or contact us on the Freenode
-IRC network on the #evergreen channel.
+http://evergreen-ils.org/communicate/mailing-lists/ or contact us
+on the Freenode IRC network on the #evergreen channel.