1 README for Evergreen master
2 ===========================
4 Installing prerequisites:
5 -------------------------
7 Evergreen has a number of prerequisite packages that must be installed
8 before you can successfully configure, compile, and install Evergreen.
10 1. Begin by installing the most recent version of OpenSRF (2.0 or later).
11 You can download OpenSRF releases from http://evergreen-ils.org/downloads
12 2. On many distributions, it is necessary to install PostgreSQL 9 from external
15 * On Debian Squeeze, add the following line to `/etc/apt/sources.list`:
18 ------------------------------------------------------------------------------
19 deb http://backports.debian.org/debian-backports squeeze-backports main contrib
20 ------------------------------------------------------------------------------
22 * On Ubuntu Lucid, add the following line to `/etc/apt/sources.list`:
25 ------------------------------------------------------------------------------
26 deb http://archive.ubuntu.com/ubuntu lucid-backports main universe multiverse restricted
27 ------------------------------------------------------------------------------
29 * On Fedora 14, follow the http://yum.pgrpms.org/howtoyum.php[instructions
30 in the Yum HOWTO] to enable the PostgreSQL RPM Building Project yum
32 * Fedora 15 comes with PostgreSQL 9, so no additional steps are required.
34 3. On Debian and Ubuntu, run `aptitude update` to retrieve the new packages
35 from the backports repository.
36 4. On Debian and Ubuntu, the easiest way to install the rest of the
37 prerequisites for Evergreen is to use the Makefile.install prerequisite
39 5. Issue the following commands as the root user to install prerequisites
40 using the Makefile.install prerequisite installer, substituting
41 `debian-squeeze`, `fedora15`, `fedora14`, `ubuntu-lucid`, `centos`, or
42 `rhel` for <osname> below:
45 ------------------------------------------------------------------------------
46 make -f Open-ILS/src/extras/Makefile.install <osname>
47 ------------------------------------------------------------------------------
49 Note: `centos` and `rhel` are less tested than the `debian`, `fedora`,
50 and `ubuntu` options. Your patches and suggestions for improvement are
53 6. Add the libdbi-libdbd libraries to the system dynamic library path by
54 issuing the following commands as the root user:
58 ------------------------------------------------------------------------------
59 echo "/usr/local/lib/dbd" > /etc/ld.so.conf.d/eg.conf
61 ------------------------------------------------------------------------------
65 ------------------------------------------------------------------------------
66 echo "/usr/lib64/dbd" > /etc/ld.so.conf.d/eg.conf
68 ------------------------------------------------------------------------------
70 Configuration and compilation instructions:
71 -------------------------------------------
73 For the time being, we are still installing everything in the `/openils/`
74 directory. If you are working with a version of Evergreen taken directly
75 from the Git repository, rather than a packaged version of Evergreen,
76 first see `Developer instructions` below.
78 Otherwise, issue the following commands to configure and build Evergreen:
81 ------------------------------------------------------------------------------
82 ./configure --prefix=/openils --sysconfdir=/openils/conf
84 ------------------------------------------------------------------------------
86 Installation instructions:
87 --------------------------
89 1. Once you have configured and compiled Evergreen, issue the following
90 command as the root user to install Evergreen, build the server portion of
91 the staff client, and copy example configuration files to `/openils/conf`.
92 Change the value of the `STAFF_CLIENT_STAMP_ID` variable to match the version
93 of the staff client that you will use to connect to the Evergreen server.
96 ------------------------------------------------------------------------------
97 make STAFF_CLIENT_STAMP_ID=rel_name install
98 ------------------------------------------------------------------------------
100 2. The server portion of the staff client expects `http://hostname/xul/server`
101 to resolve. The following command creates a symbolic link pointing to the
102 `server` subdirectory of the server portion of the staff client that we just
103 built using the staff client ID 'rel_name':
106 ------------------------------------------------------------------------------
107 cd /openils/var/web/xul
108 ln -sf rel_name/server server
109 ------------------------------------------------------------------------------
111 Create the oils_web.xml configuration file:
112 -------------------------------------------
113 Many administration interfaces, such as acquisitions, bookings, and various
114 configuration screens, depend on the correct configuration of HTML templates.
115 Copying the sample configuration file into place should work in most cases:
118 ------------------------------------------------------------------------------
119 cp /openils/conf/oils_web.xml.example /openils/conf/oils_web.xml
120 ------------------------------------------------------------------------------
122 Change ownership of the Evergreen files:
123 ----------------------------------------
125 All files in the `/openils/` directory and subdirectories must be owned by the
126 `opensrf` user. Issue the following command as the root user to change the
127 ownership on the files:
130 ------------------------------------------------------------------------------
131 chown -R opensrf:opensrf /openils
132 ------------------------------------------------------------------------------
134 Configure the Apache Web server:
135 --------------------------------
137 1. Use the example configuration files in `Open-ILS/examples/apache/` to configure
138 your Web server for the Evergreen catalog, staff client, Web services, and
139 administration interfaces.
143 ------------------------------------------------------------------------------
144 cp Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/
145 cp Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/
146 cp Open-ILS/examples/apache/startup.pl /etc/apache2/
148 mkdir /etc/apache2/ssl
150 ------------------------------------------------------------------------------
154 ------------------------------------------------------------------------------
155 cp Open-ILS/examples/apache/eg.conf /etc/httpd/sites-available/
156 cp Open-ILS/examples/apache/eg_vhost.conf /etc/httpd/
157 cp Open-ILS/examples/apache/startup.pl /etc/httpd/
161 ------------------------------------------------------------------------------
163 2. Create an SSL key for the Apache server:
166 ------------------------------------------------------------------------------
167 openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key
168 ------------------------------------------------------------------------------
170 The `openssl` command cuts a new SSL key for your Apache server. For a
171 production server, you should purchase a signed SSL certificate, but you can
172 just use a self-signed certificate and accept the warnings in the staff client
173 and browser during testing and development
175 3. Edit the `eg.conf` file that you copied into place.
176 a. Replace `Allow from 10.0.0.0/8` with `Allow from all` (to enable
177 access to the offline upload / execute interface from any workstation on
178 any network - note that you must secure this for a production instance)
179 b. Comment the line `Listen 443` as it conflicts with the same declaration
180 elsewhere in the Apache configuration files.
181 4. Change the user for the Apache server.
182 * (Debian and Ubuntu): As the root user, edit `/etc/apache2/envvars`.
183 Change `export APACHE_RUN_USER=www-data` to
184 `export APACHE_RUN_USER=opensrf`.
185 * (Fedora): As the root user, edit `/etc/httpd/conf/httpd.conf`. Change
186 `User apache` to `User opensrf`.
187 5. Configure Apache with performance settings appropriate for Evergreen:
188 * (Debian and Ubuntu): As the root user, edit `/etc/apache2/apache2.conf`:
189 * (Fedora): As the root user, edit `/etc/httpd/conf/httpd.conf`:
190 a. Change `KeepAliveTimeout` to `1`. Higher values reduce the chance of
191 a request timing out unexpectedly, but increase the risk of using up
192 all available Apache child processes.
193 b. 'Optional': Change `MaxKeepAliveRequests` to `100`
194 c. Update the prefork configuration section to suit your environment. The
195 following settings apply to a busy system:
198 ------------------------------------------------------------------------------
199 <IfModule mpm_prefork_module>
204 MaxRequestsPerChild 10000
206 ------------------------------------------------------------------------------
208 6. (Debian and Ubuntu): As the root user, enable the Evergreen site:
211 ------------------------------------------------------------------------------
212 a2dissite default # OPTIONAL: disable the default site (the "It Works" page)
214 ------------------------------------------------------------------------------
216 Configure OpenSRF for the Evergreen application:
217 ------------------------------------------------
218 There are a number of example OpenSRF configuration files in `/openils/conf/`
219 that you can use as a template for your Evergreen installation.
222 ------------------------------------------------------------------------------
223 cp /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
224 cp /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
225 ------------------------------------------------------------------------------
227 When you installed OpenSRF, you created four Jabber users on two
228 separate domains and edited the `opensrf_core.xml` file accordingly. Please
229 refer back to the OpenSRF README and edit the Evergreen version of the
230 `opensrf_core.xml` file using the same Jabber users and domains as you used
231 while installing and testing OpenSRF.
233 `eg_db_config.pl`, described in the following section, sets the database
234 connection information in `opensrf.xml` for you.
236 Creating the Evergreen database:
237 --------------------------------
239 By default, the `Makefile.install` prerequisite installer does not install
240 the PostgreSQL 9.0 database server required by every Evergreen system;
241 for production use, most libraries install the PostgreSQL database server on a
242 dedicated machine. You can install the packages required by Debian, Ubuntu, or
243 Fedora on the machine of your choice using the following commands:
245 .(Debian / Ubuntu) Installing PostgreSQL 9.0 server packages
247 ------------------------------------------------------------------------------
248 make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_90
249 ------------------------------------------------------------------------------
251 .(Fedora 15) Installing PostgreSQL 9.0 server packages
253 ------------------------------------------------------------------------------
254 make -f Open-ILS/src/extras/Makefile.install install_fedora_pgsql_server
255 ------------------------------------------------------------------------------
257 For a standalone PostgreSQL server, install the following Perl modules as the
260 .(Debian / Ubuntu) Installing additional Perl modules on a standalone PostgreSQL 9.0 server
262 ------------------------------------------------------------------------------
263 aptitude install gcc libxml-libxml-perl libxml-libxslt-perl
266 cpan Library::CallNumber::LC
270 ------------------------------------------------------------------------------
272 .(Fedora 15) Installing additional Perl modules on a standalone PostgreSQL 9.0 server
274 ------------------------------------------------------------------------------
275 yum install gcc perl-XML-LibXML perl-XML-LibXSLT perl-Business-ISBN
277 cpan Library::CallNumber::LC
281 ------------------------------------------------------------------------------
283 Once the PostgreSQL database server has been installed, you must
284 create the database and add the appropriate languages and extensions to
285 support Evergreen. Issue the following commands as the `postgres` user to set
286 up a database called `evergreen`. Note that the location of the PostgreSQL
287 `contrib` packages may vary depending on your distribution. In the following
288 commands, we assume that you are working with PostgreSQL 9.0 on a Debian-based
292 ------------------------------------------------------------------------------
293 createdb --template template0 --lc-ctype=C --lc-collate=C --encoding UNICODE evergreen
294 createlang plperl evergreen
295 createlang plperlu evergreen
296 psql -f /usr/share/postgresql/9.0/contrib/tablefunc.sql -d evergreen
297 psql -f /usr/share/postgresql/9.0/contrib/tsearch2.sql -d evergreen
298 psql -f /usr/share/postgresql/9.0/contrib/pgxml.sql -d evergreen
299 psql -f /usr/share/postgresql/9.0/contrib/hstore.sql -d evergreen
300 ------------------------------------------------------------------------------
302 Once you have created the Evergreen database, you need to create a PostgreSQL
303 user to access the database. Issue the following command as the `postgres`
304 user to create a new PostgreSQL superuser named `evergreen`. When prompted,
305 enter the new user's password:
308 ------------------------------------------------------------------------------
309 createuser -s -P evergreen
310 ------------------------------------------------------------------------------
312 Once you have created the Evergreen database, you also need to create the
313 database schema and configure your configuration files to point at the
314 database server. Issue the following command as root from inside the Evergreen
315 source directory, replacing <user>, <password>, <hostname>, <port>, and <dbname>
316 with the appropriate values for your PostgreSQL database, and <admin-user> and
317 <admin-pass> with the values you want for the default Evergreen administrator
321 ------------------------------------------------------------------------------
322 perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \
323 --service all --create-schema --create-offline \
324 --user <user> --password <password> --hostname <hostname> --port <port> \
325 --database <dbname> --admin-user <admin-user> --admin-pass <admin-pass>
326 ------------------------------------------------------------------------------
328 This creates the database schema and configures all of the services in
329 your `/openils/conf/opensrf.xml` configuration file to point to that database.
330 It also creates the configuration files required by the Evergreen cgi-bin
331 administration scripts, and set the user name and password for the default
332 Evergreen administrator account to your requested values.
334 Developer instructions:
335 -----------------------
337 Developers working directly with the source code from the Git
338 repository must also install some extra packages and perform
339 one more step before they can proceed with the `./configure` step.
341 Install the following packages:
347 Run the following command in the source directory to generate the configure
348 script and Makefiles:
351 ------------------------------------------------------------------------------
353 ------------------------------------------------------------------------------
355 After running `make install`, developers also need to install the Dojo Toolkit
356 set of JavaScript libraries. The appropriate version of Dojo is included
357 in Evergreen release tarballs; developers should install the Dojo 1.3.3
358 version of Dojo as follows:
361 ------------------------------------------------------------------------------
362 wget http://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz
363 tar -C /openils/var/web/js -xzf dojo-release-1.3.3.tar.gz
364 cp -r /openils/var/web/js/dojo-release-1.3.3/* /openils/var/web/js/dojo/.
365 ------------------------------------------------------------------------------
369 1. As the root user, start the `memcached` and `ejabberd` services (if they aren't already running):
372 ------------------------------------------------------------------------------
373 /etc/init.d/ejabberd start
374 /etc/init.d/memcached start
375 ------------------------------------------------------------------------------
377 2. As the opensrf user, start Evergreen. The `-l` flag in the following command
378 is only necessary if you want to force Evergreen to treat the hostname as
379 `localhost`; if you configured `opensrf.xml` using the real hostname
380 of your machine as returned by `perl -ENet::Domain 'print
381 Net::Domain::hostfqdn() . "\n";'`, you should not use the `-l` flag.
384 ------------------------------------------------------------------------------
385 osrf_ctl.sh -l -a start_all</code>
386 ------------------------------------------------------------------------------
388 ** If you receive the error message `bash: osrf_ctl.sh: command not found`,
389 then your environment variable `PATH` does not include the `/openils/bin`
390 directory; this should have been set in the opensrf user's `.bashrc`
391 configuration file. To manually set the `PATH` variable, edit the
392 configuration file `~/.bashrc` as the opensrf user and add the following
396 ------------------------------------------------------------------------------
397 export PATH=$PATH:/openils/bin
398 ------------------------------------------------------------------------------
400 3. As the `opensrf` user, generate the Web files needed by the staff client
401 and catalogue and update the organization unit proximity (you need to do
402 this the first time you start Evergreen, and after that each time you
403 change the library hierarchy in `config.cgi`):
406 ------------------------------------------------------------------------------
408 ------------------------------------------------------------------------------
410 4. As the `root` user, restart the Apache Web server:
413 ------------------------------------------------------------------------------
414 /etc/init.d/apache2 restart
415 ------------------------------------------------------------------------------
417 If the Apache Web server was running when you started the OpenSRF services, you
418 might not be able to successfully log in to the OPAC or staff client until the
419 Apache Web server is restarted.
421 Testing connections to Evergreen
422 --------------------------------
424 Once you have installed and started Evergreen, test your connection to
425 Evergreen via `srfsh`. Start `srfsh` and try to log onto the Evergreen server
426 using the administrator user name and password that you set using the
427 `eg_db_config.pl` command:
430 ------------------------------------------------------------------------------
432 srfsh% login <admin-user> <admin-pass>
433 ------------------------------------------------------------------------------
435 You should see a result like:
437 Received Data: "250bf1518c7527a03249858687714376"
438 ------------------------------------
439 Request Completed Successfully
440 Request Time in seconds: 0.045286
441 ------------------------------------
445 "textcode":"SUCCESS",
448 "stacktrace":"oils_auth.c:304",
450 "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",
456 ------------------------------------
457 Request Completed Successfully
458 Request Time in seconds: 1.336568
459 ------------------------------------
461 If this does not work, it's time to do some troubleshooting.
463 * As the opensrf user, run the `settings-tester.pl` script to see if it
464 finds any system configuration problems. The script is found at
465 `Open-ILS/src/support-scripts/settings-tester.pl` in the Evergreen source
467 * Follow the steps in the http://evergreen-ils.org/dokuwiki/doku.php?id=troubleshooting:checking_for_errors[troubleshooting guide].
468 * If you have faithfully followed the entire set of installation steps
469 listed here, you are probably extremely close to a working system.
470 Gather your configuration files and log files and contact the
471 http://open-ils.org/listserv.php[Evergreen development mailing list]
472 for assistance before making any drastic changes to your system
478 Need help installing or using Evergreen? Join the mailing lists at
479 http://evergreen-ils.org/listserv.php or contact us on the Freenode
480 IRC network on the #evergreen channel.