README for Evergreen master =========================== :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] ------------------------------------------------------------------------------ wget http://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz tar -C /openils/var/web/js -xzf dojo-release-1.3.3.tar.gz cp -r /openils/var/web/js/dojo-release-1.3.3/* /openils/var/web/js/dojo/. ------------------------------------------------------------------------------ Installing prerequisites ------------------------ Evergreen has a number of prerequisite packages that must be installed before you can successfully configure, compile, and install Evergreen. 1. Begin by installing the most recent version of OpenSRF (2.0 or later). You can download OpenSRF releases from http://evergreen-ils.org/opensrf.php 2. 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] ------------------------------------------------------------------------------ deb http://backports.debian.org/debian-backports squeeze-backports main contrib ------------------------------------------------------------------------------ + * 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 16 comes with PostgreSQL 9, so no additional steps are required. + 3. On Debian and Ubuntu, run `aptitude update` as the *root* Linux account to retrieve the new packages from the backports repository. 4. Issue the following commands as the *root* Linux account to install prerequisites using the `Makefile.install` prerequisite installer, substituting `debian-squeeze`, `fedora16`, `ubuntu-lucid`, or `ubuntu-precise` for below: + [source, bash] ------------------------------------------------------------------------------ make -f Open-ILS/src/extras/Makefile.install ------------------------------------------------------------------------------ + 5. 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 ------------------------- 1. 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 ------------------------------------------------------------------------------ + 2. 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 ------------------------------- 1. 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 ------------------------------------------------------------------------------ + 2. 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 ------------------------------------------------------------------------------ + 3. 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/`. 4. 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`. 5. 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 ------------------------------------------------------------------------------ + 6. (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/`. 7. (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 16) 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 16) 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 ------- This work is licensed under the Creative Commons Attribution-ShareAlike 3.0 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.