Docs: adding release notes for 3.1.8

[working/Evergreen.git] / docs / installation / server_installation.adoc

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 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/egdownloads

Developers working directly with the source code from the Git repository,
rather than an official release tarball, must perform one step before they 
can proceed with the `./configure` step.

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
------------------------------------------------------------------------------

Installing prerequisites
------------------------

  * **PostgreSQL**: The minimum supported version is 9.4.
  * **Linux**: Evergreen has been tested on Debian Stretch (9), 
    Debian Jessie (8), Ubuntu Xenial Xerus (16.04), and Ubuntu
    Trusty Tahr (14.04).
    If you are running an older version of these distributions, you may want 
    to upgrade before upgrading Evergreen. For instructions on upgrading these
    distributions, visit the Debian or Ubuntu websites.
  * **OpenSRF**: The minimum supported version of OpenSRF is 3.0.0.


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 (3.0.0 or later).
   You can download OpenSRF releases from http://evergreen-ils.org/opensrf-downloads/
2. On some distributions, it is necessary to install PostgreSQL 9.4+ from external
   repositories.
+
  * Ubuntu (Trusty) comes with an older version of PostgreSQL, so
    steps are taken to automatically utilize the PostgreSQL
    community's apt sources.
    (For complete details, see: https://wiki.postgresql.org/wiki/Apt)
  * Debian (Jessie/Stretch) and Ubuntu (Xenial) comes with PostgreSQL 9.4+,
    so no additional steps are required.
+
3. Issue the following commands as the *root* Linux account to install
   prerequisites using the `Makefile.install` prerequisite installer,
   substituting `debian-stretch`, `debian-jessie`,`ubuntu-xenial`,
   or `ubuntu-trusty` for <osname> below:
+
[source, bash]
------------------------------------------------------------------------------
make -f Open-ILS/src/extras/Makefile.install <osname>
------------------------------------------------------------------------------
+
[[optional_developer_additions]]
4. OPTIONAL: Developer additions
+
To perform certain developer tasks from a Git source code checkout, 
additional packages may be required.  As the *root* Linux account:
+
 * To install packages needed for retrieving and managing web dependencies,
   use the <osname>-developer Makefile.install target.  Currently, 
   this is only needed for building and installing the web
   staff client.
+
[source, bash]
------------------------------------------------------------------------------
make -f Open-ILS/src/extras/Makefile.install <osname>-developer
------------------------------------------------------------------------------
+
 * To install packages required for building Evergreen translations, use
   the <osname>-translator Makefile.install target.
+
[source, bash]
------------------------------------------------------------------------------
make -f Open-ILS/src/extras/Makefile.install <osname>-translator
------------------------------------------------------------------------------
+
 * To install packages required for building Evergreen release bundles, use
   the <osname>-packager Makefile.install target.
+
[source, bash]
------------------------------------------------------------------------------
make -f Open-ILS/src/extras/Makefile.install <osname>-packager
------------------------------------------------------------------------------

Extra steps for web staff client
--------------------------------

[NOTE]
Skip this entire section if you are using an official release tarball downloaded
from http://evergreen-ils.org/downloads

Install dependencies for web staff client
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

[NOTE]
You may skip this section if you have installed the
<<optional_developer_additions,optional developer additions>>.  You will still need to do the following
steps in <<install_files_for_web_staff_client,Install files for web staff client>>.

1. Install the long-term stability (LTS) release of
https://nodejs.org[Node.js]. Add the Node.js `/bin` directory to your
environment variable `PATH`.

[[install_files_for_web_staff_client]]
Install AngularJS files for web staff client
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Building, Testing, Minification: The remaining steps all take place within
   the staff JS web root:
+
[source,sh]
------------------------------------------------------------------------------
cd $EVERGREEN_ROOT/Open-ILS/web/js/ui/default/staff/
------------------------------------------------------------------------------
+
2. Install Project-local Dependencies. npm inspects the 'package.json' file
   for dependencies and fetches them from the Node package network.
+
[source,sh]
------------------------------------------------------------------------------
npm install   # fetch JS dependencies
------------------------------------------------------------------------------
+
3. Run the build script.
+
[source,sh]
------------------------------------------------------------------------------
# build, run tests, concat+minify
npm run build-prod
npm run test
------------------------------------------------------------------------------

[[install_files_for_angular_web_staff_client]]
Install Angular files for web staff client
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Building, Testing, Minification: The remaining steps all take place within
   the Angular staff root:
+
[source,sh]
------------------------------------------------------------------------------
cd $EVERGREEN_ROOT/Open-ILS/src/eg2/
------------------------------------------------------------------------------
+
2. Install Project-local Dependencies. npm inspects the 'package.json' file
   for dependencies and fetches them from the Node package network.
+
[source,sh]
------------------------------------------------------------------------------
npm install   # fetch JS dependencies
------------------------------------------------------------------------------
+
3. Run the build script.
+
[source,sh]
------------------------------------------------------------------------------
# build and run tests
ng build --prod
npm run test
------------------------------------------------------------------------------

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]
------------------------------------------------------------------------------
PATH=/openils/bin:$PATH ./configure --prefix=/openils --sysconfdir=/openils/conf
make
------------------------------------------------------------------------------

These instructions assume that you have also installed OpenSRF under `/openils/`.
If not, please adjust PATH as needed so that the Evergreen `configure` script
can find `osrf_config`.

Installation instructions
-------------------------

1. Once you have configured and compiled Evergreen, issue the following
   command as the *root* Linux account to install Evergreen and copy
   example configuration files to `/openils/conf`.
+
[source, bash]
------------------------------------------------------------------------------
make install
------------------------------------------------------------------------------

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
------------------------------------------------------------------------------

Run ldconfig
------------

On Debian Stretch, run the following command as the root user:

[source, bash]
------------------------------------------------------------------------------
ldconfig
------------------------------------------------------------------------------

Additional Instructions for Developers
--------------------------------------

[NOTE]
Skip this section if you are using an official release tarball downloaded
from http://evergreen-ils.org/egdownloads

Developers working directly with the source code from the Git repository,
rather than an official release tarball, 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/.
------------------------------------------------------------------------------


Configure the Apache Web server
-------------------------------

. Use the example configuration files to configure your Web server for 
the Evergreen catalog, web staff client, Web services, and administration
interfaces. Issue the following commands as the *root* Linux account:
+
[source,bash]
------------------------------------------------------------------------------------
cp Open-ILS/examples/apache_24/eg_24.conf       /etc/apache2/sites-available/eg.conf
cp Open-ILS/examples/apache_24/eg_vhost_24.conf /etc/apache2/eg_vhost.conf
cp Open-ILS/examples/apache_24/eg_startup       /etc/apache2/
# Now set up SSL
mkdir /etc/apache2/ssl
cd /etc/apache2/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
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. To enable access to the offline upload / execute interface from any
     workstation on any network, make the following change (and note that
     you *must* secure this for a production instance):
     * Replace `Require host 10.0.0.0/8` with `Require all granted`
. Change the user for the Apache server.
  * As the *root* Linux account, edit
    `/etc/apache2/envvars`.  Change `export APACHE_RUN_USER=www-data` to 
    `export APACHE_RUN_USER=opensrf`.
. As the *root* Linux account, configure Apache with KeepAlive settings
  appropriate for Evergreen. Higher values can improve the performance of a
  single client by allowing multiple requests to be sent over the same TCP
  connection, but increase the risk of using up all available Apache child
  processes and memory.
  * Edit `/etc/apache2/apache2.conf`.
    a. Change `KeepAliveTimeout` to `1`.
    b. Change `MaxKeepAliveRequests` to `100`.
. As the *root* Linux account, configure the prefork module to start and keep
  enough Apache servers available to provide quick responses to clients without
  running out of memory. The following settings are a good starting point for a
  site that exposes the default Evergreen catalogue to the web:
+
.`/etc/apache2/mods-available/mpm_prefork.conf`
[source,bash]
------------------------------------------------------------------------------
<IfModule mpm_prefork_module>
   StartServers            15
   MinSpareServers          5
   MaxSpareServers         15
   MaxRequestWorkers       75
   MaxConnectionsPerChild 500
</IfModule>
------------------------------------------------------------------------------
+
. As the *root* user, enable the mpm_prefork module:
+
[source,bash]
------------------------------------------------------------------------------
a2dismod mpm_event
a2enmod mpm_prefork
------------------------------------------------------------------------------
+
. As the *root* Linux account, enable the Evergreen site:
+
[source,bash]
------------------------------------------------------------------------------
a2dissite 000-default  # OPTIONAL: disable the default site (the "It Works" page)
a2ensite eg.conf
------------------------------------------------------------------------------
+
. As the *root* Linux account, enable Apache to write
   to the lock directory; this is currently necessary because Apache
   is running as the `opensrf` user:
+
[source,bash]
------------------------------------------------------------------------------
chown opensrf /var/lock/apache2
------------------------------------------------------------------------------

Learn more about additional Apache options in the following sections:

  * <<_apache_rewrite_tricks,Apache Rewrite Tricks>>
  * <<_apache_access_handler_perl_module,Apache Access Handler Perl Module>>

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`, described in <<_creating_the_evergreen_database,Creating the Evergreen
database>>, sets the database connection information in `opensrf.xml` for you.

Configure action triggers for the Evergreen application
-------------------------------------------------------
_Action Triggers_ provide hooks for the system to perform actions when a given
event occurs; for example, to generate reminder or overdue notices, the
`checkout.due` hook is processed and events are triggered for potential actions
if there is no checkin time.

To enable the default set of hooks, issue the following command as the
*opensrf* Linux account:

[source, bash]
------------------------------------------------------------------------------
cp -b /openils/conf/action_trigger_filters.json.example /openils/conf/action_trigger_filters.json
------------------------------------------------------------------------------

For more information about configuring and running action triggers, see
<<_processing_action_triggers,Notifications / Action Triggers>>.

Creating the Evergreen database
-------------------------------

Setting up the PostgreSQL server
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

For production use, most libraries install the PostgreSQL database server on a
dedicated machine. Therefore, by default, the `Makefile.install` prerequisite
installer does *not* install the PostgreSQL 9 database server that is required
by every Evergreen system. You can install the packages required by Debian or
Ubuntu on the machine of your choice using the following commands as the
*root* Linux account:

. Installing PostgreSQL server packages

Each OS build target provides the postgres server installation packages
required for each operating system.  To install Postgres server packages, 
use the make target 'postgres-server-<OSTYPE>'.  Choose the most appropriate 
command below based on your operating system.

[source, bash]
------------------------------------------------------------------------------
make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-stretch
make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-jessie
make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-trusty
make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-xenial
------------------------------------------------------------------------------

For a standalone PostgreSQL server, install the following Perl modules for your
distribution as the *root* Linux account:

.(Debian and Ubuntu) 
No extra modules required for these distributions.

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
------------------------------------------------------------------------------

.Enabling connections to the PostgreSQL database

Your PostgreSQL database may be configured by default to prevent connections,
for example, it might reject attempts to connect via TCP/IP or from other
servers. To enable TCP/IP connections from localhost, check your `pg_hba.conf`
file, found in the `/etc/postgresql/` directory on Debian and Ubuntu.
A simple way to enable TCP/IP
connections from localhost to all databases with password authentication, which
would be suitable for a test install of Evergreen on a single server, is to
ensure the file contains the following entries _before_ any "host ... ident"
entries:

------------------------------------------------------------------------------
host    all             all             ::1/128                 md5
host    all             all             127.0.0.1/32            md5
------------------------------------------------------------------------------

When you change the `pg_hba.conf` file, you will need to reload PostgreSQL to
make the changes take effect.  For more information on configuring connectivity
to PostgreSQL, see
http://www.postgresql.org/docs/devel/static/auth-pg-hba-conf.html

Creating the Evergreen database and schema
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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 <user>, <password>,
<hostname>, <port>, and <dbname> with the appropriate values for your
PostgreSQL database (where <user> and <password> are for the *evergreen*
PostgreSQL account you just created), and replace <admin-user> and <admin-pass>
with the values you want for the *egadmin* Evergreen administrator account:

[source, bash]
------------------------------------------------------------------------------
perl Open-ILS/src/support-scripts/eg_db_config --update-config \
       --service all --create-database --create-schema --create-offline \
       --user <user> --password <password> --hostname <hostname> --port <port> \
       --database <dbname> --admin-user <admin-user> --admin-pass <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.

You can get a complete set of options for `eg_db_config` by passing the
`--help` parameter.

Loading sample data
~~~~~~~~~~~~~~~~~~~
If you add the `--load-all-sample` parameter to the `eg_db_config` command,
a set of authority and bibliographic records, call numbers, copies, staff
and regular users, and transactions will be loaded into your target
database. This sample dataset is commonly referred to as the _concerto_
sample data, and can be useful for testing out Evergreen functionality and
for creating problem reports that developers can easily recreate with their
own copy of the _concerto_ sample data.

Creating the database on a remote server
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In a production instance of Evergreen, your PostgreSQL server should be
installed on a dedicated server.

PostgreSQL 9.4 and later
^^^^^^^^^^^^^^^^^^^^^^^^
To create the database instance on a remote database server running PostgreSQL
9.4 or later, simply use the `--create-database` flag on `eg_db_config`.

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_control -l --start-all
------------------------------------------------------------------------------
+
  ** If you receive the error message `bash: osrf_control: 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 web 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 org unit configuration.
):
+
[source, bash]
------------------------------------------------------------------------------
autogen.sh
------------------------------------------------------------------------------
+
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 web 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` command:

[source, bash]
------------------------------------------------------------------------------
/openils/bin/srfsh
srfsh% login <admin-user> <admin-pass>
------------------------------------------------------------------------------

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
    ------------------------------------
[[install-troubleshooting-1]]
If this does not work, it's time to do some troubleshooting.

  * As the *opensrf* Linux account, 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://evergreen-ils.org/communicate/mailing-lists/[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/communicate/mailing-lists/ 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.