Installing the Evergreen server
:toc:
:numbered:
Preamble: referenced user accounts
In subsequent sections, we will refer to a number of different accounts, as
follows:
- Linux user accounts:
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
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
and entering the password for your user account when prompted.
The opensrf Linux account is an account that you create when installing
OpenSRF. You can switch to this account from the root account by
issuing the su - opensrf command.
The postgres Linux account is created automatically when you install
the PostgreSQL database server. You can switch to this account from the
root account by issuing the su - postgres command.
- PostgreSQL user accounts:
* The evergreen* PostgreSQL account is a superuser account that you will
create to connect to the PostgreSQL database server.
- Evergreen administrator account:
* The egadmin* Evergreen account is an administrator account for
Evergreen that you will use to test connectivity and configure your
Evergreen instance.
Preamble: developer instructions
[NOTE]
Skip this section if you are using an official release tarball downloaded
from http://evergreen-ils.org/downloads
Developers working directly with the source code from the Git repository,
rather than an official release tarball, must install some extra packages
and perform one step before they can proceed with the ./configure step.
As the root Linux account, install the following packages:
- autoconf
- automake
- libtool
As the user Linux account, issue the following command in the Evergreen
source directory to generate the configure script and Makefiles:
[source, bash]
autoreconf -i
After running make install, developers also need to install the Dojo Toolkit
set of JavaScript libraries. The appropriate version of Dojo is included
in Evergreen release tarballs. Developers should install the Dojo 1.3.3
version of Dojo by issuing the following commands as the opensrf Linux
account:
[source, bash]
Installing prerequisites
Evergreen has a number of prerequisite packages that must be installed
before you can successfully configure, compile, and install Evergreen.
- Begin by installing the most recent version of OpenSRF (2.1 or later).
You can download OpenSRF releases from http://evergreen-ils.org/opensrf.php
- On many distributions, it is necessary to install PostgreSQL 9 from external
repositories.
+
- On Debian Squeeze, open
/etc/apt/sources.list in a text editor as the
root Linux account and add the following line:
-
[source, bash]
-
- On Ubuntu Lucid, you can use a PPA (personal package archive), which are
package sources hosted on Launchpad. The one most commonly used by Evergreen
Community members is maintained by Martin Pitt, who also maintains the
official PostgreSQL packages for Ubuntu. As the root Linux account, issue
the following commands to add the PPA source:
-
[source, bash]
apt-get install python-software-properties
add-apt-repository ppa:pitti/postgresql
-
- Ubuntu Precise comes with PostgreSQL 9, so no additional steps are required.
-
- Fedora comes with PostgreSQL 9, so no additional steps are required.
-
- On Debian and Ubuntu, run
aptitude update as the root Linux account to
retrieve the new packages from the backports repository.
-
Issue the following commands as the root Linux account to install
prerequisites using the Makefile.install prerequisite installer,
substituting debian-squeeze, fedora, ubuntu-lucid, or
ubuntu-precise for below:
+
[source, bash]
make -f Open-ILS/src/extras/Makefile.install
+
-
Add the libdbi-libdbd libraries to the system dynamic library path by
issuing the following commands as the root Linux account:
+
[NOTE]
You should skip this step if installing on Ubuntu Precise. The ubuntu-precise
target uses libdbd-pgsql from packages.
+
.Debian / Ubuntu Lucid
[source, bash]
echo "/usr/local/lib/dbd" > /etc/ld.so.conf.d/eg.conf
ldconfig
+
.Fedora
[source, bash]
echo "/usr/lib64/dbd" > /etc/ld.so.conf.d/eg.conf
ldconfig
Configuration and compilation instructions
For the time being, we are still installing everything in the /openils/
directory. From the Evergreen source directory, issue the following commands as
the user Linux account to configure and build Evergreen:
[source, bash]
./configure --prefix=/openils --sysconfdir=/openils/conf
make
Installation instructions
-
Once you have configured and compiled Evergreen, issue the following
command as the root Linux account to install Evergreen, build the server
portion of the staff client, and copy example configuration files to
/openils/conf.
Change the value of the STAFF_CLIENT_STAMP_ID variable to match the version
of the staff client that you will use to connect to the Evergreen server.
+
[source, bash]
make STAFF_CLIENT_STAMP_ID=rel_name install
+
-
The server portion of the staff client expects http://hostname/xul/server
to resolve. Issue the following commands as the root Linux account to
create a symbolic link pointing to the server subdirectory of the server
portion of the staff client that we just built using the staff client ID
'rel_name':
+
[source, bash]
cd /openils/var/web/xul
ln -sf rel_name/server server
Change ownership of the Evergreen files
All files in the /openils/ directory and subdirectories must be owned by the
opensrf user. Issue the following command as the root Linux account to
change the ownership on the files:
[source, bash]
chown -R opensrf:opensrf /openils
Configure the Apache Web server
-
Use the example configuration files in Open-ILS/examples/apache/ to
configure your Web server for the Evergreen catalog, staff client, Web
services, and administration interfaces. Issue the following commands as the
root Linux account:
+
.Debian and Ubuntu
[source,bash]
cp Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/
cp Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/
cp Open-ILS/examples/apache/startup.pl /etc/apache2/
Now set up SSL
mkdir /etc/apache2/ssl
cd /etc/apache2/ssl
+
.Fedora
[source,bash]
cp Open-ILS/examples/apache/eg.conf /etc/httpd/conf.d/
cp Open-ILS/examples/apache/eg_vhost.conf /etc/httpd/
cp Open-ILS/examples/apache/startup.pl /etc/httpd/
Now set up SSL
mkdir /etc/httpd/ssl
cd /etc/httpd/ssl
+
-
The openssl command cuts a new SSL key for your Apache server. For a
production server, you should purchase a signed SSL certificate, but you can
just use a self-signed certificate and accept the warnings in the staff client
and browser during testing and development. Create an SSL key for the Apache
server by issuing the following command as the root Linux account:
+
[source,bash]
openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key
+
- As the root Linux account, edit the
eg.conf file that you copied into
place.
a. Replace Allow from 10.0.0.0/8 with Allow from all (to enable
access to the offline upload / execute interface from any workstation on
any network - note that you must secure this for a production instance)
b. (Fedora): Change references from the non-existent /etc/apache2/ directory
to /etc/httpd/.
- Change the user for the Apache server.
- (Debian and Ubuntu): As the root Linux account, edit
/etc/apache2/envvars. Change export APACHE_RUN_USER=www-data to
export APACHE_RUN_USER=opensrf.
- (Fedora): As the root Linux account , edit
/etc/httpd/conf/httpd.conf.
Change User apache to User opensrf.
- Configure Apache with performance settings appropriate for Evergreen:
- (Debian and Ubuntu): As the root Linux account, edit
/etc/apache2/apache2.conf:
- (Fedora): As the root Linux account, edit
/etc/httpd/conf/httpd.conf:
a. Change KeepAliveTimeout to 1. Higher values reduce the chance of
a request timing out unexpectedly, but increase the risk of using up
all available Apache child processes.
b. 'Optional': Change MaxKeepAliveRequests to 100
c. Update the prefork configuration section to suit your environment. The
following settings apply to a busy system:
-
[source,bash]
StartServers 20
MinSpareServers 5
MaxSpareServers 15
MaxClients 150
MaxRequestsPerChild 10000
-
- (Fedora): As the root Linux account, edit the
/etc/httpd/eg_vhost.conf
file to change references from the non-existent /etc/apache2/ directory
to /etc/httpd/.
-
(Debian and Ubuntu): As the root Linux account, enable the Evergreen site:
+
[source,bash]
a2dissite default # OPTIONAL: disable the default site (the "It Works" page)
a2ensite eg.conf
Configure OpenSRF for the Evergreen application
There are a number of example OpenSRF configuration files in /openils/conf/
that you can use as a template for your Evergreen installation. Issue the
following commands as the opensrf Linux account:
[source, bash]
cp -b /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
cp -b /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
When you installed OpenSRF, you created four Jabber users on two
separate domains and edited the opensrf_core.xml file accordingly. Please
refer back to the OpenSRF README and, as the opensrf Linux account, edit the
Evergreen version of the opensrf_core.xml file using the same Jabber users
and domains as you used while installing and testing OpenSRF.
[NOTE]
The -b flag tells the cp command to create a backup version of the
destination file. The backup version of the destination file has a tilde (~)
appended to the file name, so if you have forgotten the Jabber users and
domains, you can retrieve the settings from the backup version of the files.
eg_db_config.pl, described in the following section, sets the database
connection information in opensrf.xml for you.
Creating the Evergreen database
By default, the Makefile.install prerequisite installer does not install
the PostgreSQL 9 database server required by every Evergreen system;
for production use, most libraries install the PostgreSQL database server on a
dedicated machine. You can install the packages required by Debian or Ubuntu Lucid
on the machine of your choice using the following commands as the root
Linux account:
.(Debian and Ubuntu Lucid) Installing PostgreSQL 9.1 server packages
[source, bash]
make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_backport_debs_91
.(Ubuntu Precise) Installing PostgreSQL 9.1 server packages
[source, bash]
make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_91
You can install the packages required by Fedora on the machine of your choice
using the following commands as the root Linux account:
.(Fedora) Installing PostgreSQL server packages
[source, bash]
make -f Open-ILS/src/extras/Makefile.install install_fedora_pgsql_server
postgresql-setup initdb
For a standalone PostgreSQL server, install the following Perl modules as the
root Linux account:
.(Debian / Ubuntu) Installing additional Perl modules on a standalone PostgreSQL 9 server
[source, bash]
aptitude install gcc libxml-libxml-perl libxml-libxslt-perl
cpan Business::ISBN
cpan JSON::XS
cpan Library::CallNumber::LC
cpan MARC::Record
cpan MARC::File::XML
cpan UUID::Tiny
.(Fedora) Installing additional Perl modules on a standalone PostgreSQL 9 server
[source, bash]
yum install gcc perl-XML-LibXML perl-XML-LibXSLT perl-Business-ISBN
cpan Library::CallNumber::LC
cpan MARC::Record
cpan MARC::File::XML
cpan UUID::Tiny
You need to create a PostgreSQL superuser to create and access the database.
Issue the following command as the postgres Linux account to create a new
PostgreSQL superuser named evergreen. When prompted, enter the new user's
password:
[source, bash]
createuser -s -P evergreen
Once you have created the evergreen PostgreSQL account, you also need to
create the database and schema, and configure your configuration files to point
at the database server. Issue the following command as the root Linux account
from inside the Evergreen source directory, replacing , ,
, , and with the appropriate values for your
PostgreSQL database (where and are for the *evergreen*
PostgreSQL account you just created), and replace and
with the values you want for the *egadmin* Evergreen administrator account:
[source, bash]
------------------------------------------------------------------------------
perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \
--service all --create-database --create-schema --create-offline \
--user --password --hostname --port \
--database --admin-user --admin-pass
------------------------------------------------------------------------------
This creates the database and schema and configures all of the services in
your `/openils/conf/opensrf.xml` configuration file to point to that database.
It also creates the configuration files required by the Evergreen `cgi-bin`
administration scripts, and sets the user name and password for the *egadmin*
Evergreen administrator account to your requested values.
Creating the database on a remote server
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In a production instance of Evergreen, your PostgreSQL server should be
installed on a dedicated server.
PostgreSQL 9.1 and later
^^^^^^^^^^^^^^^^^^^^^^^^
To create the database instance on a remote database server running PostgreSQL
9.1 or later, simply use the `--create-database` flag on `eg_db_config.pl`.
For PostgreSQL 9.0
^^^^^^^^^^^^^^^^^^
To create the database instance on a remote database server running PostgreSQL
9.0, you can either:
* Install the PostgreSQL contrib modules on the machine on which you
are installing the Evergreen code, and use the `--create-database`
option from that machine, or
* Copy the `Open-ILS/src/sql/Pg/create_database.sql` script to your
PostgreSQL server and invoke it as the *postgres* Linux account:
+
[source, bash]
------------------------------------------------------------------------------
psql -vdb_name= -vcontrib_dir=`pg_config --sharedir`/contrib -f create_database.sql
------------------------------------------------------------------------------
Then you can issue the `eg_db_config.pl` command as above _without_ the
`--create-database` argument to create your schema and configure your
configuration files.
Starting Evergreen
------------------
1. As the *root* Linux account, start the `memcached` and `ejabberd` services
(if they aren't already running):
+
[source, bash]
------------------------------------------------------------------------------
/etc/init.d/ejabberd start
/etc/init.d/memcached start
------------------------------------------------------------------------------
+
2. As the *opensrf* Linux account, start Evergreen. The `-l` flag in the
following command is only necessary if you want to force Evergreen to treat the
hostname as `localhost`; if you configured `opensrf.xml` using the real
hostname of your machine as returned by `perl -ENet::Domain 'print
Net::Domain::hostfqdn() . "\n";'`, you should not use the `-l` flag.
+
[source, bash]
------------------------------------------------------------------------------
osrf_ctl.sh -l -a start_all
------------------------------------------------------------------------------
+
** If you receive the error message `bash: osrf_ctl.sh: command not found`,
then your environment variable `PATH` does not include the `/openils/bin`
directory; this should have been set in the *opensrf* Linux account's
`.bashrc` configuration file. To manually set the `PATH` variable, edit the
configuration file `~/.bashrc` as the *opensrf* Linux account and add the
following line:
+
[source, bash]
------------------------------------------------------------------------------
export PATH=$PATH:/openils/bin
------------------------------------------------------------------------------
+
3. As the *opensrf* Linux account, generate the Web files needed by the staff
client and catalogue and update the organization unit proximity (you need to do
this the first time you start Evergreen, and after that each time you change
the library hierarchy in `config.cgi`):
+
[source, bash]
------------------------------------------------------------------------------
autogen.sh -u
------------------------------------------------------------------------------
+
4. As the *root* Linux account, restart the Apache Web server:
+
[source, bash]
------------------------------------------------------------------------------
/etc/init.d/apache2 restart
------------------------------------------------------------------------------
+
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.
Testing connections to Evergreen
--------------------------------
Once you have installed and started Evergreen, test your connection to
Evergreen via `srfsh`. As the *opensrf* Linux account, issue the following
commands to start `srfsh` and try to log onto the Evergreen server using the
*egadmin* Evergreen administrator user name and password that you set using the
`eg_db_config.pl` command:
[source, bash]
------------------------------------------------------------------------------
/openils/bin/srfsh
srfsh% login
------------------------------------------------------------------------------
You should see a result like:
Received Data: "250bf1518c7527a03249858687714376"
------------------------------------
Request Completed Successfully
Request Time in seconds: 0.045286
------------------------------------
Received Data: {
"ilsevent":0,
"textcode":"SUCCESS",
"desc":" ",
"pid":21616,
"stacktrace":"oils_auth.c:304",
"payload":{
"authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",
"authtime":420
}
}
------------------------------------
Request Completed Successfully
Request Time in seconds: 1.336568
------------------------------------
If this does not work, it's time to do some troubleshooting.
* As the *opensrf* Linux acccount, run the `settings-tester.pl` script to see
if it finds any system configuration problems. The script is found at
`Open-ILS/src/support-scripts/settings-tester.pl` in the Evergreen source
tree.
* Follow the steps in the http://evergreen-ils.org/dokuwiki/doku.php?id=troubleshooting:checking_for_errors[troubleshooting guide].
* If you have faithfully followed the entire set of installation steps
listed here, you are probably extremely close to a working system.
Gather your configuration files and log files and contact the
http://open-ils.org/listserv.php[Evergreen development mailing list]
for assistance before making any drastic changes to your system
configuration.
Getting help
------------
Need help installing or using Evergreen? Join the mailing lists at
http://evergreen-ils.org/listserv.php or contact us on the Freenode
IRC network on the #evergreen channel.
License
-------
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Unported License. To view a copy of this license, visit
http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative
Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA.