Add development to 2.0 from 1.6
[working/Evergreen.git] / 2.0 / development / installchecklist.xml
1 <?xml version='1.0' encoding='UTF-8'?>\r
2 <appendix xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="install_checklist">\r
4         <info>\r
5                 <title>Evergreen Installation Checklist</title>\r
6                 <abstract>\r
7                         <para>This appendix is a checklist of things to do to istall and configure Evergreen. It will refer to the necessary chapter with the specific instructions for each item.</para>\r
8                 </abstract>\r
9         </info>\r
10         <orderedlist>\r
11                 <listitem>\r
12                         <para><link linkend="serversideinstallation-opensrf">Install OpenSRF</link></para><indexterm><primary>OpenSRF</primary></indexterm>\r
13                 </listitem>\r
14                 <listitem>\r
15                         <para><link linkend="serversideinstallation-ubuntudebian">Install Evergreen server software</link></para>\r
16                 </listitem>\r
17                 <listitem>\r
18                         <para><link linkend="staffclientinstallation">Install Evergreen staff client</link></para><indexterm><primary>staff client</primary></indexterm>\r
19                 </listitem>\r
20                 <listitem>\r
21                         <para><link linkend="backingup">Establish a back up strategy for Evergreen data and files</link></para>\r
22                 </listitem>\r
23                 <listitem>\r
24                         <para><link linkend="configuringPostgreSQL">Configure PostgreSQL for better performance</link></para><indexterm><primary>PostgreSQL</primary></indexterm>\r
25                 </listitem>\r
26                 <listitem>\r
27                         <para><link linkend="logfiles">Configure Evergreen error logging</link></para><indexterm><primary>logs</primary></indexterm>\r
28                 </listitem>\r
29                 <listitem>\r
30                         <para><link linkend="orgtypes">Set up organizational unit types</link></para><indexterm><primary>organizational unit types</primary></indexterm>\r
31                 </listitem>\r
32                 <listitem>\r
33                         <para><link linkend="orgunits">Set up organizational units</link></para><indexterm><primary>organizational units</primary></indexterm>\r
34                 </listitem>\r
35                 <listitem>\r
36                         <para><link linkend="languagesandlocalization">Customize localization and languages</link> (optional)</para><indexterm><primary>localization and languages</primary></indexterm>\r
37                 </listitem>\r
38                 <listitem>\r
39                         <para><link linkend="circmodifiers">Add circ modifiers</link></para><indexterm><primary>circulation modifiers</primary></indexterm>\r
40                 </listitem>\r
41                 <listitem>\r
42                         <para><link linkend="copystatus">Configure copy statuses</link></para><indexterm><primary>copy status</primary></indexterm>\r
43                 </listitem>\r
44                 <listitem>\r
45                         <para><link linkend="catalogingtemplates">Add cataloguing templates</link></para><indexterm><primary>cataloguing </primary><secondary>templates</secondary></indexterm>\r
46                 </listitem>\r
47                 <listitem>\r
48                         <para><link linkend="permissions">Add user groups and assign permissions</link></para><indexterm><primary>permissions</primary></indexterm>\r
49                 </listitem>\r
50                 <listitem>\r
51                         <para><link linkend="lsa">Adjust various Local Administration Settings</link></para>\r
52                 </listitem>\r
53                 <listitem>\r
54                         <para>Adjust circulation policies and <link linkend="lsa-group-penalty">penalty threshholds</link> for groups</para><indexterm><primary>penalty threshholds</primary></indexterm>\r
55                 </listitem>\r
56                 <listitem>\r
57                         <para><link linkend="admin-staff_accounts">Add staff users</link></para>\r
58                 </listitem>\r
59                 <listitem>\r
60                         <para><link linkend="Customizing_OPAC">Customize OPAC</link> as needed</para><indexterm><primary>OPAC</primary><secondary>customizing</secondary></indexterm>\r
61                 </listitem>\r
62                 <listitem>\r
63                         <para><link linkend="migratingdata">Import data</link></para><indexterm><primary>migrating</primary><secondary>importing data</secondary></indexterm>\r
64                 </listitem>\r
65                 <listitem>\r
66                         <para><link linkend="report-introduction">Start the reporter service and set up reports</link></para><indexterm><primary>reports</primary><secondary>starting</secondary></indexterm>\r
67                 </listitem>\r
68                 <listitem>\r
69                         <para><link linkend="notifications">Set up email notifications for holds and overdue items</link></para><indexterm><primary>notifications</primary></indexterm>\r
70                 </listitem>\r
71                 <listitem>\r
72                         <para><link linkend="actiontriggers">Set up action triggers</link></para><indexterm><primary>action triggers</primary></indexterm>\r
73                 </listitem>\r
74                 <listitem>\r
75                         <para><link linkend="z3950">Set up Z39.50 server</link> (optional)</para><indexterm><primary>Z39.50</primary></indexterm>\r
76                 </listitem>\r
77                 <listitem>\r
78                         <para><link linkend="relevancyrankings">Adjust search relevancy settings</link> if required (optional)</para><indexterm><primary>search relevancy</primary></indexterm>\r
79                 </listitem>\r
80                 <listitem>\r
81                         <para><link linkend="sipserver">Install SIP server</link> (optional) - for communications with automated devices such as self check stations, autmated sorters and other devices using SIP</para><indexterm><primary>SIP</primary></indexterm>\r
82                 </listitem>\r
83         </orderedlist>\r
84 </appendix>\r