1 Installing the Evergreen server
2 ===============================
6 Preamble: referenced user accounts
7 ----------------------------------
9 In subsequent sections, we will refer to a number of different accounts, as
12 * Linux user accounts:
13 ** The *user* Linux account is the account that you use to log onto the
14 Linux system as a regular user.
15 ** The *root* Linux account is an account that has system administrator
16 privileges. On Debian and Fedora you can switch to this account from
17 your *user* account by issuing the `su -` command and entering the
18 password for the *root* account when prompted. On Ubuntu you can switch
19 to this account from your *user* account using the `sudo su -` command
20 and entering the password for your *user* account when prompted.
21 ** The *opensrf* Linux account is an account that you create when installing
22 OpenSRF. You can switch to this account from the *root* account by
23 issuing the `su - opensrf` command.
24 ** The *postgres* Linux account is created automatically when you install
25 the PostgreSQL database server. You can switch to this account from the
26 *root* account by issuing the `su - postgres` command.
27 * PostgreSQL user accounts:
28 ** The *evergreen* PostgreSQL account is a superuser account that you will
29 create to connect to the PostgreSQL database server.
30 * Evergreen administrator account:
31 ** The *egadmin* Evergreen account is an administrator account for
32 Evergreen that you will use to test connectivity and configure your
35 Preamble: developer instructions
36 --------------------------------
39 Skip this section if you are using an official release tarball downloaded
40 from http://evergreen-ils.org/downloads
42 Developers working directly with the source code from the Git repository,
43 rather than an official release tarball, must install some extra packages
44 and perform one step before they can proceed with the `./configure` step.
46 As the *root* Linux account, install the following packages:
52 As the *user* Linux account, issue the following command in the Evergreen
53 source directory to generate the configure script and Makefiles:
56 ------------------------------------------------------------------------------
58 ------------------------------------------------------------------------------
60 After running `make install`, developers also need to install the Dojo Toolkit
61 set of JavaScript libraries. The appropriate version of Dojo is included
62 in Evergreen release tarballs. Developers should install the Dojo 1.3.3
63 version of Dojo by issuing the following commands as the *opensrf* Linux
67 ------------------------------------------------------------------------------
68 wget http://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz
69 tar -C /openils/var/web/js -xzf dojo-release-1.3.3.tar.gz
70 cp -r /openils/var/web/js/dojo-release-1.3.3/* /openils/var/web/js/dojo/.
71 ------------------------------------------------------------------------------
73 Installing prerequisites
74 ------------------------
76 Evergreen has a number of prerequisite packages that must be installed
77 before you can successfully configure, compile, and install Evergreen.
79 1. Begin by installing the most recent version of OpenSRF (2.1 or later).
80 You can download OpenSRF releases from http://evergreen-ils.org/opensrf.php
81 2. On many distributions, it is necessary to install PostgreSQL 9 from external
84 * On Debian Squeeze, open `/etc/apt/sources.list` in a text editor as the
85 *root* Linux account and add the following line:
88 ------------------------------------------------------------------------------
89 deb http://backports.debian.org/debian-backports squeeze-backports main contrib
90 ------------------------------------------------------------------------------
92 * On Ubuntu Lucid, you can use a PPA (personal package archive), which are
93 package sources hosted on Launchpad. The one most commonly used by Evergreen
94 Community members is maintained by Martin Pitt, who also maintains the
95 official PostgreSQL packages for Ubuntu. As the *root* Linux account, issue
96 the following commands to add the PPA source:
99 ------------------------------------------------------------------------------
100 apt-get install python-software-properties
101 add-apt-repository ppa:pitti/postgresql
102 ------------------------------------------------------------------------------
104 * Ubuntu Precise comes with PostgreSQL 9, so no additional steps are required.
106 * Fedora comes with PostgreSQL 9, so no additional steps are required.
108 3. On Debian and Ubuntu, run `aptitude update` as the *root* Linux account to
109 retrieve the new packages from the backports repository.
110 4. Issue the following commands as the *root* Linux account to install
111 prerequisites using the `Makefile.install` prerequisite installer,
112 substituting `debian-squeeze`, `fedora`, `ubuntu-lucid`, or
113 `ubuntu-precise` for <osname> below:
116 ------------------------------------------------------------------------------
117 make -f Open-ILS/src/extras/Makefile.install <osname>
118 ------------------------------------------------------------------------------
120 5. Add the libdbi-libdbd libraries to the system dynamic library path by
121 issuing the following commands as the *root* Linux account:
124 You should skip this step if installing on Ubuntu Precise. The ubuntu-precise
125 target uses libdbd-pgsql from packages.
127 .Debian / Ubuntu Lucid
129 ------------------------------------------------------------------------------
130 echo "/usr/local/lib/dbd" > /etc/ld.so.conf.d/eg.conf
132 ------------------------------------------------------------------------------
136 ------------------------------------------------------------------------------
137 echo "/usr/lib64/dbd" > /etc/ld.so.conf.d/eg.conf
139 ------------------------------------------------------------------------------
141 Configuration and compilation instructions
142 ------------------------------------------
144 For the time being, we are still installing everything in the `/openils/`
145 directory. From the Evergreen source directory, issue the following commands as
146 the *user* Linux account to configure and build Evergreen:
149 ------------------------------------------------------------------------------
150 ./configure --prefix=/openils --sysconfdir=/openils/conf
152 ------------------------------------------------------------------------------
154 Installation instructions
155 -------------------------
157 1. Once you have configured and compiled Evergreen, issue the following
158 command as the *root* Linux account to install Evergreen, build the server
159 portion of the staff client, and copy example configuration files to
161 Change the value of the `STAFF_CLIENT_STAMP_ID` variable to match the version
162 of the staff client that you will use to connect to the Evergreen server.
165 ------------------------------------------------------------------------------
166 make STAFF_CLIENT_STAMP_ID=rel_2_3_0 install
167 ------------------------------------------------------------------------------
169 2. The server portion of the staff client expects `http://hostname/xul/server`
170 to resolve. Issue the following commands as the *root* Linux account to
171 create a symbolic link pointing to the `server` subdirectory of the server
172 portion of the staff client that we just built using the staff client ID
176 ------------------------------------------------------------------------------
177 cd /openils/var/web/xul
178 ln -sf rel_name/server server
179 ------------------------------------------------------------------------------
181 Change ownership of the Evergreen files
182 ---------------------------------------
184 All files in the `/openils/` directory and subdirectories must be owned by the
185 `opensrf` user. Issue the following command as the *root* Linux account to
186 change the ownership on the files:
189 ------------------------------------------------------------------------------
190 chown -R opensrf:opensrf /openils
191 ------------------------------------------------------------------------------
193 Configure the Apache Web server
194 -------------------------------
196 1. Use the example configuration files in `Open-ILS/examples/apache/` to
197 configure your Web server for the Evergreen catalog, staff client, Web
198 services, and administration interfaces. Issue the following commands as the
199 *root* Linux account:
203 ------------------------------------------------------------------------------
204 cp Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/
205 cp Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/
206 cp Open-ILS/examples/apache/startup.pl /etc/apache2/
208 mkdir /etc/apache2/ssl
210 ------------------------------------------------------------------------------
214 ------------------------------------------------------------------------------
215 cp Open-ILS/examples/apache/eg.conf /etc/httpd/conf.d/
216 cp Open-ILS/examples/apache/eg_vhost.conf /etc/httpd/
217 cp Open-ILS/examples/apache/startup.pl /etc/httpd/
221 ------------------------------------------------------------------------------
223 2. The `openssl` command cuts a new SSL key for your Apache server. For a
224 production server, you should purchase a signed SSL certificate, but you can
225 just use a self-signed certificate and accept the warnings in the staff client
226 and browser during testing and development. Create an SSL key for the Apache
227 server by issuing the following command as the *root* Linux account:
230 ------------------------------------------------------------------------------
231 openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key
232 ------------------------------------------------------------------------------
234 3. As the *root* Linux account, edit the `eg.conf` file that you copied into
236 a. Replace `Allow from 10.0.0.0/8` with `Allow from all` (to enable
237 access to the offline upload / execute interface from any workstation on
238 any network - note that you must secure this for a production instance)
239 b. (Fedora): Change references from the non-existent `/etc/apache2/` directory
241 4. Change the user for the Apache server.
242 * (Debian and Ubuntu): As the *root* Linux account, edit
243 `/etc/apache2/envvars`. Change `export APACHE_RUN_USER=www-data` to
244 `export APACHE_RUN_USER=opensrf`.
245 * (Fedora): As the *root* Linux account , edit `/etc/httpd/conf/httpd.conf`.
246 Change `User apache` to `User opensrf`.
247 5. Configure Apache with performance settings appropriate for Evergreen:
248 * (Debian and Ubuntu): As the *root* Linux account, edit
249 `/etc/apache2/apache2.conf`:
250 * (Fedora): As the *root* Linux account, edit `/etc/httpd/conf/httpd.conf`:
251 a. Change `KeepAliveTimeout` to `1`. Higher values reduce the chance of
252 a request timing out unexpectedly, but increase the risk of using up
253 all available Apache child processes.
254 b. 'Optional': Change `MaxKeepAliveRequests` to `100`
255 c. Update the prefork configuration section to suit your environment. The
256 following settings apply to a busy system:
259 ------------------------------------------------------------------------------
260 <IfModule mpm_prefork_module>
265 MaxRequestsPerChild 10000
267 ------------------------------------------------------------------------------
269 6. (Fedora): As the *root* Linux account, edit the `/etc/httpd/eg_vhost.conf`
270 file to change references from the non-existent `/etc/apache2/` directory
272 7. (Debian and Ubuntu): As the *root* Linux account, enable the Evergreen site:
275 ------------------------------------------------------------------------------
276 a2dissite default # OPTIONAL: disable the default site (the "It Works" page)
278 ------------------------------------------------------------------------------
280 Configure OpenSRF for the Evergreen application
281 -----------------------------------------------
282 There are a number of example OpenSRF configuration files in `/openils/conf/`
283 that you can use as a template for your Evergreen installation. Issue the
284 following commands as the *opensrf* Linux account:
287 ------------------------------------------------------------------------------
288 cp -b /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
289 cp -b /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
290 ------------------------------------------------------------------------------
292 When you installed OpenSRF, you created four Jabber users on two
293 separate domains and edited the `opensrf_core.xml` file accordingly. Please
294 refer back to the OpenSRF README and, as the *opensrf* Linux account, edit the
295 Evergreen version of the `opensrf_core.xml` file using the same Jabber users
296 and domains as you used while installing and testing OpenSRF.
299 The `-b` flag tells the `cp` command to create a backup version of the
300 destination file. The backup version of the destination file has a tilde (`~`)
301 appended to the file name, so if you have forgotten the Jabber users and
302 domains, you can retrieve the settings from the backup version of the files.
304 `eg_db_config.pl`, described in the following section, sets the database
305 connection information in `opensrf.xml` for you.
307 Creating the Evergreen database
308 -------------------------------
310 By default, the `Makefile.install` prerequisite installer does not install
311 the PostgreSQL 9 database server required by every Evergreen system;
312 for production use, most libraries install the PostgreSQL database server on a
313 dedicated machine. You can install the packages required by Debian or Ubuntu Lucid
314 on the machine of your choice using the following commands as the *root*
317 .(Debian and Ubuntu Lucid) Installing PostgreSQL 9.1 server packages
319 ------------------------------------------------------------------------------
320 make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_backport_debs_91
321 ------------------------------------------------------------------------------
323 .(Ubuntu Precise) Installing PostgreSQL 9.1 server packages
325 ------------------------------------------------------------------------------
326 make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_91
327 ------------------------------------------------------------------------------
329 You can install the packages required by Fedora on the machine of your choice
330 using the following commands as the *root* Linux account:
332 .(Fedora) Installing PostgreSQL server packages
334 ------------------------------------------------------------------------------
335 make -f Open-ILS/src/extras/Makefile.install install_fedora_pgsql_server
336 postgresql-setup initdb
337 ------------------------------------------------------------------------------
339 For a standalone PostgreSQL server, install the following Perl modules as the
340 *root* Linux account:
342 .(Debian / Ubuntu) Installing additional Perl modules on a standalone PostgreSQL 9 server
344 ------------------------------------------------------------------------------
345 aptitude install gcc libxml-libxml-perl libxml-libxslt-perl
348 cpan Library::CallNumber::LC
352 ------------------------------------------------------------------------------
354 .(Fedora) Installing additional Perl modules on a standalone PostgreSQL 9 server
356 ------------------------------------------------------------------------------
357 yum install gcc perl-XML-LibXML perl-XML-LibXSLT perl-Business-ISBN
358 cpan Library::CallNumber::LC
362 ------------------------------------------------------------------------------
364 You need to create a PostgreSQL superuser to create and access the database.
365 Issue the following command as the *postgres* Linux account to create a new
366 PostgreSQL superuser named `evergreen`. When prompted, enter the new user's
370 ------------------------------------------------------------------------------
371 createuser -s -P evergreen
372 ------------------------------------------------------------------------------
374 Once you have created the *evergreen* PostgreSQL account, you also need to
375 create the database and schema, and configure your configuration files to point
376 at the database server. Issue the following command as the *root* Linux account
377 from inside the Evergreen source directory, replacing <user>, <password>,
378 <hostname>, <port>, and <dbname> with the appropriate values for your
379 PostgreSQL database (where <user> and <password> are for the *evergreen*
380 PostgreSQL account you just created), and replace <admin-user> and <admin-pass>
381 with the values you want for the *egadmin* Evergreen administrator account:
384 ------------------------------------------------------------------------------
385 perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \
386 --service all --create-database --create-schema --create-offline \
387 --user <user> --password <password> --hostname <hostname> --port <port> \
388 --database <dbname> --admin-user <admin-user> --admin-pass <admin-pass>
389 ------------------------------------------------------------------------------
391 This creates the database and schema and configures all of the services in
392 your `/openils/conf/opensrf.xml` configuration file to point to that database.
393 It also creates the configuration files required by the Evergreen `cgi-bin`
394 administration scripts, and sets the user name and password for the *egadmin*
395 Evergreen administrator account to your requested values.
397 Creating the database on a remote server
398 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
399 In a production instance of Evergreen, your PostgreSQL server should be
400 installed on a dedicated server.
402 PostgreSQL 9.1 and later
403 ^^^^^^^^^^^^^^^^^^^^^^^^
404 To create the database instance on a remote database server running PostgreSQL
405 9.1 or later, simply use the `--create-database` flag on `eg_db_config.pl`.
409 To create the database instance on a remote database server running PostgreSQL
412 * Install the PostgreSQL contrib modules on the machine on which you
413 are installing the Evergreen code, and use the `--create-database`
414 option from that machine, or
415 * Copy the `Open-ILS/src/sql/Pg/create_database.sql` script to your
416 PostgreSQL server and invoke it as the *postgres* Linux account:
419 ------------------------------------------------------------------------------
420 psql -vdb_name=<dbname> -vcontrib_dir=`pg_config --sharedir`/contrib -f create_database.sql
421 ------------------------------------------------------------------------------
423 Then you can issue the `eg_db_config.pl` command as above _without_ the
424 `--create-database` argument to create your schema and configure your
429 1. As the *root* Linux account, start the `memcached` and `ejabberd` services
430 (if they aren't already running):
433 ------------------------------------------------------------------------------
434 /etc/init.d/ejabberd start
435 /etc/init.d/memcached start
436 ------------------------------------------------------------------------------
438 2. As the *opensrf* Linux account, start Evergreen. The `-l` flag in the
439 following command is only necessary if you want to force Evergreen to treat the
440 hostname as `localhost`; if you configured `opensrf.xml` using the real
441 hostname of your machine as returned by `perl -ENet::Domain 'print
442 Net::Domain::hostfqdn() . "\n";'`, you should not use the `-l` flag.
445 ------------------------------------------------------------------------------
446 osrf_ctl.sh -l -a start_all
447 ------------------------------------------------------------------------------
449 ** If you receive the error message `bash: osrf_ctl.sh: command not found`,
450 then your environment variable `PATH` does not include the `/openils/bin`
451 directory; this should have been set in the *opensrf* Linux account's
452 `.bashrc` configuration file. To manually set the `PATH` variable, edit the
453 configuration file `~/.bashrc` as the *opensrf* Linux account and add the
457 ------------------------------------------------------------------------------
458 export PATH=$PATH:/openils/bin
459 ------------------------------------------------------------------------------
461 3. As the *opensrf* Linux account, generate the Web files needed by the staff
462 client and catalogue and update the organization unit proximity (you need to do
463 this the first time you start Evergreen, and after that each time you change
464 the library hierarchy in `config.cgi`):
467 ------------------------------------------------------------------------------
469 ------------------------------------------------------------------------------
471 4. As the *root* Linux account, restart the Apache Web server:
474 ------------------------------------------------------------------------------
475 /etc/init.d/apache2 restart
476 ------------------------------------------------------------------------------
478 If the Apache Web server was running when you started the OpenSRF services, you
479 might not be able to successfully log in to the OPAC or staff client until the
480 Apache Web server is restarted.
482 Testing connections to Evergreen
483 --------------------------------
485 Once you have installed and started Evergreen, test your connection to
486 Evergreen via `srfsh`. As the *opensrf* Linux account, issue the following
487 commands to start `srfsh` and try to log onto the Evergreen server using the
488 *egadmin* Evergreen administrator user name and password that you set using the
489 `eg_db_config.pl` command:
492 ------------------------------------------------------------------------------
494 srfsh% login <admin-user> <admin-pass>
495 ------------------------------------------------------------------------------
497 You should see a result like:
499 Received Data: "250bf1518c7527a03249858687714376"
500 ------------------------------------
501 Request Completed Successfully
502 Request Time in seconds: 0.045286
503 ------------------------------------
507 "textcode":"SUCCESS",
510 "stacktrace":"oils_auth.c:304",
512 "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",
518 ------------------------------------
519 Request Completed Successfully
520 Request Time in seconds: 1.336568
521 ------------------------------------
523 If this does not work, it's time to do some troubleshooting.
525 * As the *opensrf* Linux acccount, run the `settings-tester.pl` script to see
526 if it finds any system configuration problems. The script is found at
527 `Open-ILS/src/support-scripts/settings-tester.pl` in the Evergreen source
529 * Follow the steps in the http://evergreen-ils.org/dokuwiki/doku.php?id=troubleshooting:checking_for_errors[troubleshooting guide].
530 * If you have faithfully followed the entire set of installation steps
531 listed here, you are probably extremely close to a working system.
532 Gather your configuration files and log files and contact the
533 http://open-ils.org/listserv.php[Evergreen development mailing list]
534 for assistance before making any drastic changes to your system
540 Need help installing or using Evergreen? Join the mailing lists at
541 http://evergreen-ils.org/listserv.php or contact us on the Freenode
542 IRC network on the #evergreen channel.
546 This work is licensed under the Creative Commons Attribution-ShareAlike 3.0
547 Unported License. To view a copy of this license, visit
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549 Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA.