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Dspace: An Open Source Digital Library Software, Installation, Configuration and Customization

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DSpace Installation DSpace Installation

Mukesh Pund Scientist,

NISCAIR, New Delhi

(2)

Required Software Required Software

Operating System:

Linux: Redhat/Fedora, Suse,Mandrake, Debian etc.

Unix: Solaris (Sun system)‏, HP-UX (Hewlett Packard)‏, AIX (IBM)‏, Mac OS X

Mail server (Sendmail/postfix)‏

RDBMS (postgres/oracle)‏

DSpace

Java compiler (jdk)‏

Java Servlet Container

Ant

(3)

Role of RDBMS Role of RDBMS

Database backend (postgres/oracle)‏ of DSpace, stores information on:

Communities

Collection

Members - passwords

E-groups etc.

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Step1: Linux Installation Step1: Linux Installation

Strongly advise to Load Linux fully unless you are a Linux Guru

Make sure the following are installed

 Mail server

Copy all the files provided on CD-ROM tar.gz files in /dspace directory

Or Download the following (or latest)‏ files from Internet

 jdk1.5.0_02.tar.gz (java compiler)‏

 apache-ant-1.7.0-bin.tar.gz (ant)‏

 postgresql-8.2.7.tar.gz (RDBMS)‏

 apache-tomcat-5.5.25.tar.gz (servlet container)‏

 postgresql-8.3-603.jdbc2.jar (jdbc driver for postgres)‏

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Step 2: Installation of Java Step 2: Installation of Java

Install Java 1.4 or later

You need to login as Linux root user to install

Use the command bellow to install

 #cd /dspace

 #tar –zxvf jdk1.5.0_02.tar.gz [to uncompress the file]

 #rm /usr/bin/java [remove the original java binary if any]

 #cd /usr/bin

 #ln -s /dspace/jdk1.5.0_02/bin/java java [create Symbolic

link to newly installed java if any]

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Step 2: Installation of Java (contd..) Step 2: Installation of Java (contd..)

Define java home PATH by the commands:

 #JAVA_HOME=/dspace/jdk1.5.0_02 [ setting variable to point Java directory]

 #export JAVA_HOME

To set the environment variable JAVA_HOME permanently (get set at the time of system boot)‏ do the following

 #vi /etc/profile (open /etc/profile file)‏

 Add the two lines bellow at the end of the file.

JAVA_HOME=/dspace/jdk1.5.0_02

export JAVA_HOME

Save the file (press ESC :wq)‏, this will set the variable

(7)

Step 3:Configuring Mail Server Step 3:Configuring Mail Server

You may use any of the following mail servers

Sendmail

Postfix

Exim

 Note: Here sendmail is explained

(8)

Step 3: Sendmail configuration: Simple approach Step 3: Sendmail configuration: Simple approach

Case I:If your organization has a mail server

 Open /etc/mail/sendmail.mc

 Replace the line having

 dnl define(`SMART_HOST', `smtp.your.provider')‏dnl

 Remove dnl and enter your mail server name

Ex:

 define(`SMART_HOST', `nsdl.niscair.res.in')‏dnl

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Step 3: sendmail configuration Step 3: sendmail configuration

contd..

contd..

Case II: If you want to use the same system as mail server

Comment the following line

 DAEMON_OPTIONS(`Port=smtp,Addr=127.0.0.1 , Name=MTA')‏dnl

Ex:

dnl #

DAEMON_OPTIONS(`Port=smtp,Addr=127.0.0.1

, Name=MTA')‏dnl

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Step 3: sendmail configuration Step 3: sendmail configuration

contd..

contd..

Save the file (press ESC :wq)‏

Run

 #m4 /etc/mail/sendmail.mc >

/etc/mail/sendmail.cf

 #service sendmail restart OR

 #/etc/init.d/sendmail restart

(11)

Step 4:

Step 4: Apache-ant installation Apache-ant installation

Check apache ant is already installed or not using the command:

#which ant

You need to login as Linux root user

If not installed type the following commands to install

 #cd /dspace

 #tar -zxvf apache-ant-1.7.0-bin.tar (extract files)‏

(12)

Step 4:

Step 4: Apache-ant installation Apache-ant installation

Define a path to the apache ant binary by the commands

 #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin

 #export PATH

To add apache-ant path in PATH variable permanently do the following

 Open the file /etc/profile and add the two line below towards the end of the file.

 #vi /etc/profile

 #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin

 #export PATH

Save the file (Press ESC :wq)‏

(13)

Step 5: PostgreSQL installation Step 5: PostgreSQL installation

You need to become Linux root user to install postgresql

Use the following commands to install

 #cd /dspace

 #tar -zxvf postgresql-8.2.7.tar.gz (extract files)‏

 #cd /dspace/postgresql-8.2.7

 #./configure (it will install postgres in /usr/local/pgsql directory)‏

#gmake

 #gmake install

 #useradd postgres [ create postgres user]

 #mkdir /usr/local/pgsql/data

 #chown -R postgres /usr/local/pgsql/data (change owner of the data directory to postgres)‏

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Step 5: PostgreSQL installation Step 5: PostgreSQL installation

(contd..) (contd..)

Start posgres by doing the following

$/usr/local/pgsql/bin/initdb -D /usr/local/pgsql/data

$/usr/local/pgsql/bin/pg_ctl -D /usr/local/pgsql/data start

Create a dspace database, owned by the dspace –a PostgreSQL user by doing the following

$/usr/local/pgsql/bin/createuser -U postgres -d -A -P dspace [Enter a password for the DSpace database]

$/usr/local/pgsql/bin/createdb -U dspace -E UNICODE dspace

$vi /usr/local/pgsql/data/postgresql.conf

uncomment the line starting:

listen_addresses = 'localhost' (i.e. delete # at the beginning of line)‏

$vi /usr/local/pgsql/data/pg_hba.conf

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Step 6: Installation of Apache Tomcat Step 6: Installation of Apache Tomcat

You have to become root user and type the following commands

 #cd /dspace

 #tar -zxvf apache-tomcat-5.5.25.tar.gz [extract files]

Set the environment variable JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8" by doing the following

 #JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"

 #export JAVA_OPTS

To make it permanent do the following:

 # vi /etc/profile

 and add the two line below towards the end of the file.

JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF- 8"

export JAVA_OPTS

 Save the file (type ESC :wq)‏

(16)

Step 6: Installation of Apache Tomcat Step 6: Installation of Apache Tomcat

# vi /dspace/apache-tomcat-5.5.25/conf/server.xml

locate the following section

<!-- Define a non-SSL HTTP/1.1 Connector on port 8080 -->

<Connector port="8080" maxThreads="150" minSpareThreads="25"

maxSpareThreads="75" enableLookups="false" redirectPort="8443"

acceptCount="100" connectionTimeout="20000"

disableUploadTimeout="true" />

and add the line URIEncoding="UTF-8" in this section like

<!-- Define a non-SSL HTTP/1.1 Connector on port 80 -->

<Connector port="80" maxThreads="150"

minSpareThreads="25" maxSpareThreads="75"

enableLookups="false" redirectPort="8443" acceptCount="100"

connectionTimeout="20000" disableUploadTimeout="true"

URIEncoding="UTF-8" />

Save the file (press ESC :wq)‏

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Step 7: Installation of Dspace Step 7: Installation of Dspace

You have to login as Linux root user

Create the DSpace Linux user by using the commands

#groupadd dspace [create group]

#useradd dspace –g dspace [ create dspace user]

#chown -R dspace.dspace /dspace/apache-tomcat-5.5.25 [ change the owner and group of tomcat directory to dspace, so as to run as dspace user

#cd /dspace

#tar -zxvf dspace-source-1.4.2.tar.gz

It creates a directory name like dspace-1.4.2-source

Copy jdbc driver for postgresql to /dspace/dspace-1.4.2-source/lib directory. To do this perform the following:

Copy a jdbc driver for postgresql i.e. postgresql-8.3-603.jdbc2.jar file to /dspace/dspace-1.4.2-source/lib

#cp /dspace/ postgresql-8.3-603.jdbc2.jarr /dspace/dspace-1.4.2-source/lib

#chown -R dspace.dspace /dspace/dspace-1.4.2-source [ change the owner and group of dspace directory to dspace]

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Step 7: Installation of Dspace Step 7: Installation of Dspace

contd..

contd..

#su -l dspace

$cd /dspace/dspace-1.4.2-source

Open the file /dspace/dspace-1.4.2-source/config/dspace.cfg and set the following properties

$vi /dspace/dspace-1.4.2-source/config/dspace.cfg

dspace.url = [like http://192.168.3.203/dspace]

dspace.hostname = [hotsname or IP address of server]

dspace.name =[ dspace name like name of your Institution eg. NISCAIR Digital Library]

db.password = [the password you entered in the last step of postgesql installation]

mail.server =[hostname or IP address of server ex. mail.niscair.res.in]

mail.from.address = [email address]

feedback.recipient =[email address]

mail.admin = [email address of admin]

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Step 7: Installation of Dspace Step 7: Installation of Dspace

contd..

contd..

Compile and install DSpace by doing the following

 $/dspace/apache-ant-1.7.0 /bin/ant fresh_install

 $cp /dspace/dspace-1.4.2-source/build/*.war /dspace/apache- tomcat-5.5.25/webapps/dspace/

Define CLASSPATH for dspace classes by doing following

$vi /dspace/dspace-1.4.2-source/bin/dsrun

Append following lines at the end of file

CLASSPATH=$CLASSPATH:/dspace/apache-tomcat- 5.5.25/webapps/dspace/WEB-INF/classes

FULLPATH=$CLASSPATH:$jJARS:$DSPACEDIR/config

Create an initial administrator account by the command

$/dspace/dspace-1.4.2-source/bin/create-administrator

You need to provide some information like admin user name, email ID and so on

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Step 7: Installation of Dspace Step 7: Installation of Dspace

contd..

contd..

Start tomcat by the command

 $/dspace/apache-tomcat-5.5.25 /bin/startup.sh

Point your browser to the URL:

http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace

Access admin UI by point your browser to the URL:

http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace/ds pace-admin

eg. http://192.168.3.203/dspace

(21)

Installation of Dspace- Summary Installation of Dspace- Summary

Dspace is based on open source technlogy

The installation process is some what complex for new users

The following components should properly work :

 Postgresql server

 Jdbc driver for postgres server

 Apache tomcat

Initially there may be few errors related to above

components if not properly installed

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Cron jobs Cron jobs

To perform certain task periodically we may use cron jobs by typing following command:

# crontab -e

# Send out subscription e-mails at 01:00 every day 0 1 * * * /dspace/bin/sub-daily

# Run the media filter at 02:00 every day 0 2 * * * /dspace/bin/filter-media

# Generate full-text index at 2.15 an 15 2 * * * /dspace/bin/index-all

# Clean up the database nightly at 2.40am

40 2 * * * vacuumdb --analyze dspace > /dev/null 2>&1" > /var/spool/cron/dspace

* * * * *

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Starting apache tomcat on boot Starting apache tomcat on boot

 To make your repository start at the boot time adds the following to /etc/rc.d/rc.local

 su –l dspace –c ‘/dspace/apache-tomcat-

5.5.25/bin/startup.sh

(24)

Trouble shooting..

Trouble shooting..

Check your environment variable by giving the following commands

echo $PATH

echo $JAVA_HOME

See whether java’s bin directory is in your PATH

JAVA_HOME is pointing to Java directory

Change your /dspace/.bash_profile

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Trouble shooting:

Trouble shooting: while fresh_install while fresh_install

Mostly you get database related errors, the cause could be

 You did not copy jdbc drivers in dspace-source/lib directory

 Or changes in the postgresql .conf file were not

made at all, or done improperly

(26)

Trouble shooting:

Trouble shooting: Once you launch DSpace Once you launch DSpace

If you do not see dspace on the screen

 Tomcat was not launched

 Or the port (8080)‏ was already in use

 You started tomcat second time Solution

Kill tomcat if you have started second time (using ps –a | grep java or killall java

Change to another port in tomcat/config/server.xml

(27)

Troubleshooting: Internal System Error Troubleshooting: Internal System Error

Most common error message

To generic and is not specific

The reasons could be many

Check /dspace/log/dspace.log file, which may provide

the specific problem

(28)

Trouble-shooting: Fails to sendmal Trouble-shooting: Fails to sendmal

Mail configuration is wrong

You did not make mail server entry in /dspace/conf/dspace.cfg file

DNS problem

You do not have FQDN (Fully Qualified Domain Name)‏ for you system

 It should hostname.domainname

Ex: localhost.localdomain (not just localhost)‏

(29)

LOG FILES LOG FILES

 $TOMCAT_HOME/logs/catalina.out

 /dspace/log/dspace.log

(30)

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