4 Preamble: referenced user accounts
5 ----------------------------------
7 In subsequent sections, we will refer to a number of different accounts, as
10 * Linux user accounts:
11 ** The *user* Linux account is the account that you use to log onto the
12 Linux system as a regular user.
13 ** The *root* Linux account is an account that has system administrator
14 privileges. On Debian and Fedora you can switch to this account from
15 your *user* account by issuing the `su -` command and entering the
16 password for the *root* account when prompted. On Ubuntu you can switch
17 to this account from your *user* account using the `sudo su -` command
18 and entering the password for your *user* account when prompted.
19 ** The *opensrf* Linux account is an account that you will create as part
20 of installing OpenSRF. You can switch to this account from the *root*
21 account by issuing the `su - opensrf` command.
23 Installing prerequisites
24 ------------------------
26 OpenSRF has a number of prerequisite packages that must be installed
27 before you can successfully configure, compile, and install OpenSRF.
28 On Debian and Ubuntu, the easiest way to install these prerequisites
29 is to use the Makefile.install prerequisite installer.
31 Issue the following commands as the *root* Linux account to install
32 prerequisites using the Makefile.install prerequisite installer, substituting
33 your operating system identifier for <osname> below:
36 ---------------------------------------------------------------------------
38 make -f src/extras/Makefile.install <osname>
39 ---------------------------------------------------------------------------
41 Well-tested values for <osname> include:
43 * `debian-jessie` for Debian 8.0
44 * `debian-wheezy` for Debian 7.0
45 * `debian-squeeze` for Debian 6.0
46 * `ubuntu-precise` for Ubuntu 12.04
47 * `ubuntu-trusty` for Ubuntu 14.04
48 * `fedora` for Fedora 17 and later
50 Patches and suggestions for improvement from users of these distributions,
51 or others, are welcome!
53 When the prerequisite installer reaches the Perl module stage, you may
54 be prompted for configuration of Comprehensive Perl Archive Network (CPAN)
55 on your server. You can generally accept the defaults by pressing <return>
56 for all of the prompts, except for the country configuration.
58 Preamble: Developer instructions
59 --------------------------------
62 Skip this section if you are using an official release tarball downloaded
63 from http://evergreen-ils.org/downloads
65 Developers working directly with the source code from the Git repository,
66 rather than an official release tarball, must install some extra packages
67 and perform one step before they can proceed with the `./configure` step.
69 As the *root* Linux account, install the following packages:
75 As the *user* Linux account, issue the following command in the OpenSRF
76 source directory to generate the configure script and Makefiles:
79 ------------------------------------------------------------------------------
81 ------------------------------------------------------------------------------
83 Configuration and compilation instructions
84 ------------------------------------------
86 Use the `configure` command to configure OpenSRF, and the `make` command to
87 build OpenSRF. The default installation prefix (PREFIX) for OpenSRF is
90 If you are building OpenSRF for Evergreen, issue the following commands as
91 the *user* Linux account to configure and build OpenSRF:
94 ---------------------------------------------------------------------------
95 ./configure --prefix=/openils --sysconfdir=/openils/conf
97 ---------------------------------------------------------------------------
99 By default, OpenSRF includes C, Perl, and JavaScript support.
100 You can add the `--enable-python` option to the configure command
101 to build Python support and `--enable-java` for Java support.
103 Installation instructions
104 -------------------------
106 1. Once you have configured and compiled OpenSRF, issue the following
107 command as the *root* Linux account to install OpenSRF:
110 ---------------------------------------------------------------------------
112 ---------------------------------------------------------------------------
114 Create and set up the opensrf Unix user environment
115 ---------------------------------------------------
117 This user is used to start and stop all OpenSRF processes, and must own all
118 files contained in the PREFIX directory hierarchy. Issue the following
119 commands as the *root* Linux account to create the `opensrf` user and set up
120 its environment, substituting <PREFIX> with the value you passed to `--prefix`
121 in your configure command:
123 .Creating the `opensrf` user
125 ---------------------------------------------------------------------------
126 useradd -m -s /bin/bash opensrf
127 echo "export PATH=\$PATH:/<PREFIX>/bin" >> /home/opensrf/.bashrc
129 chown -R opensrf:opensrf /<PREFIX>
130 ---------------------------------------------------------------------------
132 Define your public and private OpenSRF domains
133 ----------------------------------------------
135 For security purposes, OpenSRF uses Jabber domains to separate services
136 into public and private realms. Throughout these instructions, we will use
137 the example domains `public.localhost` and `private.localhost`.
139 On a single-server system, the easiest way to define public and private
140 domains is to define separate hostnames by adding entries to the `/etc/hosts`
141 file. Here are entries that you could add to a stock `/etc/hosts` file for our
144 .Example added entries for `/etc/hosts`
146 ---------------------------------------------------------------------------
147 127.0.1.2 public.localhost public
148 127.0.1.3 private.localhost private
149 ---------------------------------------------------------------------------
151 Adjust the system dynamic library path
152 --------------------------------------
154 Add `<PREFIX>/lib/` to the system's dynamic library path, and then run
155 `ldconfig` as the *root* Linux account.
157 On Debian, Ubuntu, and Fedora systems, run the following commands as the *root*
160 .Adjusting the system dynamic library path
162 ---------------------------------------------------------------------------
163 echo <PREFIX>/lib > /etc/ld.so.conf.d/opensrf.conf
165 ---------------------------------------------------------------------------
167 On most other systems, you can add these entries to `/etc/ld.so.conf`, or
168 create a file within the `/etc/ld.so.conf.d/` directory, and then run
169 `ldconfig` as the *root* Linux account.
171 Configure the ejabberd server
172 -----------------------------
174 OpenSRF requires an XMPP (Jabber) server. For performance reasons, ejabberd is
175 the Jabber server of choice for the OpenSRF project. In most cases, you only
176 have to make a few changes to the default configuration file to make ejabberd
179 1. Stop ejabberd before making any changes to its configuration by issuing the
180 following command as the *root* Linux account:
182 .(Debian / Ubuntu) Stopping ejabberd
184 ---------------------------------------------------------------------------
185 /etc/init.d/ejabberd stop
186 ---------------------------------------------------------------------------
188 .(Fedora) Stopping ejabberd
190 ---------------------------------------------------------------------------
191 systemctl stop ejabberd.service
192 ---------------------------------------------------------------------------
194 2. Edit the ejabberd config file.
196 (Debian Wheezy / Ubuntu) Ejabberd 2.x.x::
197 Open `/etc/ejabberd/ejabberd.cfg` and make the following
199 a. Define your public and private domains in the `hosts` directive. For
203 ---------------------------------------------------------------------------
204 {hosts, ["localhost", "private.localhost", "public.localhost"]}.
205 ---------------------------------------------------------------------------
207 b. Change all `max_stanza_size` values to 2000000
208 c. Change all `maxrate` values to 500000
209 d. Increase the `max_user_sessions` value to 10000
210 e. Comment out the `mod_offline` directive
212 (Debian Jessie) Ejabberd 13.x and 14.x::
213 Open `/etc/ejabberd/ejabberd.yml` and make the following
215 a. Define your public and private domains in the `hosts` directive. For
219 ---------------------------------------------------------------------------
222 - "private.localhost"
224 ---------------------------------------------------------------------------
226 b. Change all `max_stanza_size` values to 2000000
227 c. Change `shaper:` `normal` and `fast` values to 500000
228 d. Increase the `max_user_sessions:` `all:` value to 10000
229 e. Comment out the `mod_offline` directive
231 -----------------------
233 ##access_max_user_messages: max_user_offline_messages
234 -----------------------
236 3. Restart the ejabberd server to make the changes take effect:
238 .(Debian / Ubuntu) Starting ejabberd
240 ---------------------------------------------------------------------------
241 /etc/init.d/ejabberd start
242 ---------------------------------------------------------------------------
244 .(Fedora) Starting ejabberd
246 ---------------------------------------------------------------------------
247 systemctl start ejabberd.service
248 ---------------------------------------------------------------------------
250 Create the OpenSRF Jabber users
251 -------------------------------
253 On each domain, you need two Jabber users to manage the OpenSRF communications:
255 * a `router` user, to whom all requests to connect to an OpenSRF service
256 will be routed; this Jabber user must be named `router`
257 * an `opensrf` user, which clients use to connect to OpenSRF services; this
258 user can be named anything you like
260 Create the Jabber users by issuing the following commands as the *root* Linux
261 account. Substitute `<password>` for your chosen passwords for each user
264 .Creating the OpenSRF Jabber users
266 ---------------------------------------------------------------------------
267 ejabberdctl register router private.localhost <password>
268 ejabberdctl register opensrf private.localhost <password>
269 ejabberdctl register router public.localhost <password>
270 ejabberdctl register opensrf public.localhost <password>
271 ---------------------------------------------------------------------------
273 Update the OpenSRF configuration files
274 --------------------------------------
276 About the OpenSRF configuration files
277 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
278 There are several configuration files that you must update to make OpenSRF
279 work. SYSCONFDIR is `/opensrf/etc` by default, or the value that you passed to
280 `--sysconfdir` during the configuration phase.
282 * `SYSCONFDIR/opensrf.xml` - this file lists the services that this
283 OpenSRF installation supports; if you create a new OpenSRF service,
284 you need to add it to this file.
285 ** The `<hosts>` element at the bottom of the file lists the services
286 that should be started for each hostname. You can force the system
287 to use `localhost`, so in most cases you will leave this section
290 * `SYSCONFDIR/opensrf_core.xml` - this file lists the Jabber connection
291 information that will be used for the system, as well as determining
292 logging verbosity and defining which services will be exposed on the
295 * `~/.srfsh.xml` - this file gives a Linux account the ability to use
296 the `srfsh` interpreter to communicate with OpenSRF services.
298 Updating the OpenSRF configuration files
299 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
300 1. As the *opensrf* Linux account, copy the example configuration files
301 to create your locally customizable OpenSRF configuration files:
303 .Copying the example OpenSRF configuration files
305 ---------------------------------------------------------------------------
307 cp opensrf_core.xml.example opensrf_core.xml
308 cp opensrf.xml.example opensrf.xml
309 ---------------------------------------------------------------------------
311 2. Edit the `SYSCONFDIR/opensrf_core.xml` file to update the four username
312 / password pairs to match the Jabber user accounts you just created:
314 a. `<config><opensrf>` = use the private Jabber `opensrf` user
315 b. `<config><gateway>` = use the public Jabber `opensrf` user
316 c. `<config><routers><router>` = use the public Jabber `router` user
317 d. `<config><routers><router>` = use the private Jabber `router` user
318 3. Create a `.srfsh.xml` file in the home directory of each user
319 that you want to use `srfsh` to communicate with OpenSRF services. For
320 example, to enable the *opensrf* Linux account to use `srfsh`:
321 a. `cp SYSCONFDIR/srfsh.xml.example ~/.srfsh.xml`
322 b. Open `~/.srfsh.xml` in your text editor of choice and update the
323 password to match the password you set for the Jabber `opensrf` user
324 at the `private.localhost` domain.
326 Starting and stopping OpenSRF services
327 --------------------------------------
329 To start all OpenSRF services with a hostname of `localhost`, issue the
330 following command as the *opensrf* Linux account:
333 ---------------------------------------------------------------------------
334 osrf_control --localhost --start-all
335 ---------------------------------------------------------------------------
337 To stop all OpenSRF services with a hostname of `localhost`, issue the
338 following command as the *opensrf* Linux account:
341 ---------------------------------------------------------------------------
342 osrf_control --localhost --stop-all
343 ---------------------------------------------------------------------------
345 Testing the default OpenSRF services
346 ------------------------------------
348 By default, OpenSRF ships with an `opensrf.math` service that performs basic
349 calculations involving two integers. Once you have started the OpenSRF
350 services, test the services as follows:
352 1. Start the `srfsh` interactive OpenSRF shell by issuing the following
353 command as the *opensrf* Linux account:
355 .Starting the `srfsh` interactive OpenSRF shell
357 ---------------------------------------------------------------------------
359 ---------------------------------------------------------------------------
361 2. Issue the following request to test the `opensrf.math` service:
364 ---------------------------------------------------------------------------
365 srfsh# request opensrf.math add 2,2
366 ---------------------------------------------------------------------------
368 You should receive the value `4`.
370 Optional: Websockets installation instructions
371 ----------------------------------------------
372 Websockets are new to OpenSRF 2.4+ and are required for operating the new web-based
373 staff client for Evergreen. Complete the following steps as the *root* Linux
376 1. Install git if not already present:
379 ---------------------------------------------------------------------------
380 apt-get install git-core
381 ---------------------------------------------------------------------------
383 2. Install the apache-websocket module:
386 ---------------------------------------------------------------------------
387 # Use a temporary directory
389 git clone https://github.com/disconnect/apache-websocket
391 apxs2 -i -a -c mod_websocket.c
392 ---------------------------------------------------------------------------
394 3. Create the websocket Apache instance (more information about this in
395 `/usr/share/doc/apache2/README.multiple-instances`)
397 .(Debian / Ubuntu Precise)
399 ---------------------------------------------------------------------------
400 sh /usr/share/doc/apache2.2-common/examples/setup-instance websockets
401 ---------------------------------------------------------------------------
405 ---------------------------------------------------------------------------
406 sh /usr/share/doc/apache2/examples/setup-instance websockets
407 ---------------------------------------------------------------------------
409 4. Remove from the main apache instance
412 ---------------------------------------------------------------------------
414 ---------------------------------------------------------------------------
416 5. Copy into place the config files
418 .(Debian / Ubuntu Precise)
420 ---------------------------------------------------------------------------
421 cp examples/apache2/websockets/apache2.conf /etc/apache2-websockets/
422 ---------------------------------------------------------------------------
426 ---------------------------------------------------------------------------
427 cp examples/apache_24/websockets/apache2.conf /etc/apache2-websockets/
428 ---------------------------------------------------------------------------
430 6. OPTIONAL: add these configuration variables to `/etc/apache2-websockets/envvars`
431 and adjust as needed.
434 ---------------------------------------------------------------------------
435 export OSRF_WEBSOCKET_IDLE_TIMEOUT=120
436 export OSRF_WEBSOCKET_IDLE_CHECK_INTERVAL=5
437 export OSRF_WEBSOCKET_CONFIG_FILE=/openils/conf/opensrf_core.xml
438 export OSRF_WEBSOCKET_CONFIG_CTXT=gateway
439 export OSRF_WEBSOCKET_MAX_REQUEST_WAIT_TIME=600
440 ---------------------------------------------------------------------------
442 * `IDLE_TIMEOUT` specifies how long we will allow a client to stay connected
443 while idle. A longer timeout means less network traffic (from fewer
444 websocket CONNECT calls), but it also means more Apache processes are
445 tied up doing nothing.
446 * `IDLE_CHECK_INTERVAL` specifies how often we wake to check the idle status
447 of the connected client.
448 * `MAX_REQUEST_WAIT_TIME` is the maximum amount of time the gateway will
449 wait before declaring a client as idle when there is a long-running
450 outstanding request, yet no other activity is occurring. This is
451 primarily a fail-safe to allow idle timeouts when one or more requests
452 died on the server, and thus no response was ever delivered to the gateway.
453 * `CONFIG_FILE / CTXT` are the standard opensrf core config options.
455 7. Before you can start websockets, you must install a valid SSL certificate
456 in `/etc/apache2/ssl/`. It is possible, but not recommended, to generate a
457 self-signed SSL certificate. For example, if you need to test with a self-signed
458 certicate on Chrome or Chromimum browsers, one workaround is to start the browser
459 with `--ignore-certificate-errors`.
461 8. After OpenSRF is up and running (or after any re-install),
462 fire up the secondary Apache instance. Errors will appear in
463 `/var/log/apache2-websockets/error.log`. Start apache2-websockets with:
466 ---------------------------------------------------------------------------
467 /etc/init.d/apache2-websockets start
468 ---------------------------------------------------------------------------
470 Troubleshooting note for Python users
471 -------------------------------------
473 If you are running a Python client and trying to connect to OpenSRF running on
474 localhost rather than a hostname that can be resolved via DNS, you will
475 probably receive exceptions about `dns.resolver.NXDOMAIN`. If this happens,
476 you need to install the `dnsmasq` package, configure it to serve up a DNS
477 entry for localhost, and point your local DNS resolver to `dnsmasq`. For example,
478 on Ubuntu you can issue the following commands as the *root* Linux account:
480 .(Debian / Ubuntu) Installing and starting `dnsmasq`
482 ---------------------------------------------------------------------------
483 aptitude install dnsmasq
484 /etc/init.d/dnsmasq restart
485 ---------------------------------------------------------------------------
487 Then edit `/etc/resolv.conf` and ensure that `nameserver 127.0.0.1` is the
488 first entry in the file.
493 Need help installing or using OpenSRF? Join the mailing lists at
494 http://evergreen-ils.org/communicate/mailing-lists/ or contact us
495 on the Freenode IRC network on the #evergreen channel.