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Dspace tutorial
 

Dspace tutorial

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Step-by-step method to install DSpace digital library software.

Step-by-step method to install DSpace digital library software.

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    Dspace tutorial Dspace tutorial Presentation Transcript

    • RAJEEV KUMAR Computer Programming Officer SAARC Doc. Centre, New Delhi Dspce
    • Required Software
      • Operating System:
        • Linux: Redhat/Fedora, Suse,Mandrake, Debian etc.
        • Unix: Solaris (Sun system) ‏ , HP-UX (Hewlett Packard) ‏ , AIX (IBM), Mac OS X
      • Mail server (Sendmail/postfix)
      • RDBMS (postgres/oracle)
      • DSpace
      • Java compiler (jdk)
      • Java Servlet Container
      • Ant
        • Java build tool, similar to make in the world of ‘C’
        • Complies java programs of dspace source code, generates war files
    • Role of RDBMS
      • Database backend (postgres/oracle) of DSpace, stores information on:
        • Communities
        • Collection
        • Members - passwords
        • E-groups etc.
    • Step1: Linux Installation
      • Strongly advise to Load Linux fully unless you are a Linux Guru
      • Make sure the following are installed
        • Mail server
      • Copy all the files provided on CD-ROM tar.gz files in /dspace directory
      • Or Download the following (or latest) files from Internet
        • jdk1.5.0_02.tar.gz (java compiler)
        • apache-ant-1.7.0-bin.tar.gz (ant)
        • postgresql-8.2.7.tar.gz (RDBMS)
        • apache-tomcat-5.5.25.tar.gz (servlet container)
        • postgresql-8.3-603.jdbc2.jar (jdbc driver for postgres)
        • dspace-source-1.4.2.tar.gz (dspace software)
    • Step 2: Installation of Java
      • Install  Java 1.4 or later
      • You need to login as Linux root user to install
      • Use the command bellow to install
        • #cd /dspace
        • #tar –zxvf   jdk1.5.0_02.tar.gz [to uncompress the file]
        • #rm /usr/bin/java [remove the original java binary if any]
        • #cd /usr/bin
        • #ln -s /dspace/jdk1.5.0_02/bin/java java [create Symbolic link to newly installed java if any]
    • Step 2: Installation of Java (contd..)
      • Define java home PATH by the commands:
        • #JAVA_HOME=/dspace/jdk1.5.0_02 [ setting variable to point Java directory]
        • #export JAVA_HOME
      • To set the environment variable JAVA_HOME permanently (get set at the time of system boot) do the following
        • #vi /etc/profile (open /etc/profile file)
        • Add the two lines bellow at the end of the file.
      •             JAVA_HOME=/dspace/jdk1.5.0_02
      •             export JAVA_HOME
      • Save the file (press ESC :wq), this will set the variable JAVA_HOME when system boots
    • Step 3:Configuring Mail Server
      • You may use any of the following mail servers
        • Sendmail
        • Postfix
        • Exim
        • Note: Here sendmail is explained
    • Step 3: Sendmail configuration: Simple approach
      • Case I:If your organization has a mail server
        • Open /etc/mail/sendmail.mc
        • Replace the line having
        • dnl define(`SMART_HOST', `smtp.your.provider')dnl
        • Remove dnl and enter your mail server name
        • Ex:
        • define(`SMART_HOST', `nsdl.niscair.res.in')dnl
    • Step 3: sendmail configuration contd..
      • Case II: If you want to use the same system as mail server
      • Comment the following line
        • DAEMON_OPTIONS(`Port=smtp,Addr=127.0.0.1, Name=MTA')dnl
        • Ex:
        • dnl # DAEMON_OPTIONS(`Port=smtp,Addr=127.0.0.1, Name=MTA')dnl
    • Step 3: sendmail configuration contd..
      • Save the file (press ESC :wq)
      • Run
        • #m4 /etc/mail/sendmail.mc > /etc/mail/sendmail.cf
        • #service sendmail restart OR
        • #/etc/init.d/sendmail restart
    • Step 4: Apache-ant installation
      • Check apache ant is already installed or not using the command:
      • #which ant
      • You need to login as Linux root user
      • If not installed type the following commands to install
        • #cd /dspace
        • #tar -zxvf apache-ant-1.7.0-bin.tar (extract files)
    • Step 4: Apache-ant installation
      • Define a path to the apache ant binary by the commands
        • #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin
        • #export PATH
      • To add apache-ant path in  PATH variable permanently do the following
        • Open the file /etc/profile and add the two line below towards the end of the file.
        • #vi /etc/profile
        • #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin
        • #export PATH
      • Save the file (Press ESC :wq)
    • Step 5: PostgreSQL installation
      • You need to become Linux root user to install postgresql
      • Use the following commands to install
        • #cd /dspace
        • #tar -zxvf postgresql-8.2.7.tar.gz (extract files)
        • #cd /dspace/postgresql-8.2.7
        • #./configure (it will install postgres in /usr/local/pgsql directory)
        • #gmake
        • #gmake install
        • #useradd postgres [ create postgres user]
        • #mkdir /usr/local/pgsql/data
        • #chown -R postgres /usr/local/pgsql/data (change owner of the data directory to postgres)
        • #su - postrgres
    • Step 5: PostgreSQL installation (contd..)
      • Start posgres by doing the following
        • $/usr/local/pgsql/bin/initdb -D /usr/local/pgsql/data
        • $/usr/local/pgsql/bin/pg_ctl -D /usr/local/pgsql/data start
      • Create a dspace database, owned by the dspace –a PostgreSQL user by doing the following
        • $/usr/local/pgsql/bin/createuser -U postgres -d -A -P dspace [Enter a password for the DSpace database]
        • $/usr/local/pgsql/bin/createdb -U dspace -E UNICODE dspace 
      • $vi /usr/local/pgsql/data/postgresql.conf
        • uncomment the line starting:
        • listen_addresses = 'localhost' (i.e. delete # at the beginning of line)
      • $vi /usr/local/pgsql/data/pg_hba.conf
        • add follwing line in the section # IPv4-style local connections
        • host dspace dspace 127.0.0.1 255.255.255.255 md5
      • Logout from postgres user
        • #exit
    • Step 6: Installation of Apache Tomcat
      • You have to become root user and type the following commands
        • #cd /dspace
        • #tar -zxvf apache-tomcat-5.5.25.tar.gz [extract files]
      •   Set the environment variable JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8" by doing the following
        • #JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"
        • #export JAVA_OPTS
      • To make it permanent do the following:
        • # vi /etc/profile
        • and add the two line below towards the end of the file.
          • JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"
          • export JAVA_OPTS
        • Save the file (type ESC :wq)
    • Step 6: Installation of Apache Tomcat
      • # vi /dspace/apache-tomcat-5.5.25/conf/server.xml
        • locate the following section
        • <!-- Define a non-SSL HTTP/1.1 Connector on port 8080 --> <Connector port=&quot;8080&quot; maxThreads=&quot;150&quot; minSpareThreads=&quot;25&quot; maxSpareThreads=&quot;75&quot; enableLookups=&quot;false&quot; redirectPort=&quot;8443&quot; acceptCount=&quot;100&quot; connectionTimeout=&quot;20000&quot; disableUploadTimeout=&quot;true&quot; />
      •             and add the line URIEncoding=&quot;UTF-8&quot; in this section like
        •         <!-- Define a non-SSL HTTP/1.1 Connector on port 80 --> < Connector port=&quot;80&quot; maxThreads=&quot;150&quot; minSpareThreads=&quot;25&quot;     maxSpareThreads=&quot;75&quot; enableLookups=&quot;false&quot; redirectPort=&quot;8443&quot; acceptCount=&quot;100&quot; connectionTimeout=&quot;20000&quot; disableUploadTimeout=&quot;true&quot; URIEncoding=&quot;UTF-8&quot; />
        • Save the file (press ESC :wq)
    • Step 7: Installation of Dspace
      • You have to login as Linux root user
      • Create the DSpace Linux user by using the commands
        • #groupadd dspace [create group]
        • #useradd dspace –g dspace [ create dspace user]
        • #chown -R dspace.dspace /dspace/apache-tomcat-5.5.25 [ change the owner and group of tomcat directory to dspace, so as to run as dspace user
      • #cd /dspace
      • #tar -zxvf dspace-source-1.4.2.tar.gz
        • It creates a directory name like dspace-1.4.2-source
      • Copy jdbc driver for postgresql to /dspace/dspace-1.4.2-source/lib directory. To do this perform the following:
        • Copy a jdbc driver for postgresql i.e. postgresql-8.3-603.jdbc2.jar file to /dspace/dspace-1.4.2-source/lib
        • #cp /dspace/ postgresql-8.3-603.jdbc2.jarr /dspace/dspace-1.4.2-source/lib
      • #chown -R dspace.dspace /dspace/dspace-1.4.2-source [ change the owner and group of dspace directory to dspace]
    • Step 7: Installation of Dspace contd..
      • #su -l dspace
      • $cd /dspace/dspace-1.4.2-source
      • Open the file /dspace/dspace-1.4.2-source/config/dspace.cfg and set the following properties
      • $vi /dspace/dspace-1.4.2-source/config/dspace.cfg
      •         dspace.url = [like http://192.168.3.203/dspace]
      •         dspace.hostname = [hotsname or IP address of server]
      • dspace.name =[ dspace name like name of your Institution eg. NISCAIR Digital Library]
      •         db.password = [the password you entered in the last step of postgesql installation]
      •         mail.server =[hostname or IP address of server ex. mail.niscair.res.in]
      •         mail.from.address = [email address]
      •         feedback.recipient =[email address]
      •         mail.admin = [email address of admin]
      •         alert.recipient =[email address (not essential but very useful!)]
      • Save the file
      • $cd /dspace/dspace-1.4.2-source
    • Step 7: Installation of Dspace contd..
      • Compile and install DSpace by doing the following
        • $/dspace/apache-ant-1.7.0 /bin/ant fresh_install
        • $cp /dspace/dspace-1.4.2-source/build/*.war /dspace/apache-tomcat-5.5.25/webapps/dspace/
      • Define CLASSPATH for dspace classes by doing following
        • $vi /dspace/dspace-1.4.2-source/bin/dsrun
      • Append following lines at the end of file
        • CLASSPATH=$CLASSPATH:/dspace/apache-tomcat-5.5.25/webapps/dspace/WEB-INF/classes
        • FULLPATH=$CLASSPATH:$jJARS:$DSPACEDIR/config
      • Create an initial administrator account by the command
        • $/dspace/dspace-1.4.2-source/bin/create-administrator
        • You need to provide some information like admin user name, email ID and so on
    • Step 7: Installation of Dspace contd..
      • Start tomcat by the command
        • $/dspace/apache-tomcat-5.5.25 /bin/startup.sh
      • Point your browser to the URL: http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace
      • Access admin UI by point your browser to the URL: http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace/dspace-admin
      • eg. http://192.168.3.203/dspace
    • Installation of Dspace- Summary
      • Dspace is based on open source technlogy
      • The installation process is some what complex for new users
      • The following components should properly work :
        • Postgresql server
        • Jdbc driver for postgres server
        • Apache tomcat
      • Initially there may be few errors related to above components if not properly installed
    • Cron jobs
      • To perform certain task periodically we may use cron jobs by typing following command:
      • # crontab -e
      • # Send out subscription e-mails at 01:00 every day 0 1 * * * /dspace/bin/sub-daily
      • # Run the media filter at 02:00 every day 0 2 * * * /dspace/bin/filter-media
      • # Generate full-text index at 2.15 an 15 2 * * * /dspace/bin/index-all
      • # Clean up the database nightly at 2.40am 40 2 * * * vacuumdb --analyze dspace > /dev/null 2>&1&quot; > /var/spool/cron/dspace
      * * * * * Minute 0-59 Hour 0-23 (0 = midnight) Day 1-31 Month 1-12 Weekday 0-6 (0 = Sunday) ‏
    • Starting apache tomcat on boot
      • To make your repository start at the boot time adds the following to /etc/rc.d/rc.local
      • su –l dspace –c ‘ /dspace/apache-tomcat-5.5.25/bin/startup.sh
    • Trouble shooting..
      • Check your environment variable by giving the following commands
      • echo $PATH
      • echo $JAVA_HOME
      • See whether java’s bin directory is in your PATH
      • JAVA_HOME is pointing to Java directory
      • Change your /dspace/.bash_profile
    • Trouble shooting: while fresh_install
      • Mostly you get database related errors, the cause could be
        • You did not copy jdbc drivers in dspace-source/lib directory
        • Or changes in the postgresql .conf file were not made at all, or done improperly
    • Trouble shooting: Once you launch DSpace
      • If you do not see dspace on the screen
        • Tomcat was not launched
        • Or the port (8080) was already in use
        • You started tomcat second time
        • Solution
        • Kill tomcat if you have started second time (using ps –a | grep java or killall java
        • Change to another port in tomcat/config/server.xml
      • Check $TOMCAT-HOME/logs/catalina.out
      • For specific problem identification
    • Troubleshooting: Internal System Error
      • Most common error message
      • To generic and is not specific
      • The reasons could be many
      • Check /dspace/log/dspace.log file, which may provide the specific problem
    • Trouble-shooting: Fails to sendmal
      • Mail configuration is wrong
      • You did not make mail server entry in /dspace/conf/dspace.cfg file
      • DNS problem
      • You do not have FQDN (Fully Qualified Domain Name) for you system
        • It should hostname.domainname
          • Ex: localhost.localdomain (not just localhost) ‏
          • nsdl.niscair.res.in ( not jst nsdl) ‏
    • LOG FILES
      • $TOMCAT_HOME/logs/catalina.out
      • /dspace/log/dspace.log
    • Thanks