more updates to bring into line with a real installation attempt;
authorSteve Sheppard <ssheps@gmail.com>
Tue, 14 Dec 2010 22:07:37 +0000 (17:07 -0500)
committerSteve Sheppard <ssheps@gmail.com>
Tue, 14 Dec 2010 22:07:37 +0000 (17:07 -0500)
1.6/admin/serversideinstallation.xml

index 8d48568..2160988 100644 (file)
                                </step>
                                <step>
                                        <title>Download and Unpack Latest Evergreen Version</title>
-                                       <para>As the <systemitem class="username">opensrf</systemitem> user, download
-                                       and extract the latest version of Evergreen. The latest version can be found here:
-                                       <ulink url="http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz"></ulink></para>
+                                       <para>The latest version of Evergreen can be found here:
+                                       <ulink url="http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz"></ulink> .
+                                       As the <systemitem class="username">opensrf</systemitem> user, change to
+                                       the directory <filename class="directory">/home/opensrf</filename> then download
+                                       and extract Evergreen. The new subdirectory
+                                       <filename class="directory">/home/opensrf/Evergreen-ILS-1.6.1.2</filename> will be created:</para>
                                        <screen>
                                                <prompt># as the opensrf user:</prompt>
+                                               <userinput>cd /home/opensrf</userinput>
                                                <userinput>wget http://evergreen-ils.org/downloads/Evergreen-ILS-1.6.1.2.tar.gz</userinput>
                                                <userinput>tar zxf Evergreen-ILS-1.6.1.2.tar.gz</userinput>
                                        </screen>
-                                       <para>The new directory
-                                       <filename class="directory">/home/opensrf/Evergreen-ILS-1.6.1.2</filename>
-                                       will be created.</para>
                                </step>
                                <step xml:id="serversideinstallation-installprereq">
                                        <title>Install Prerequisites to Build Evergreen</title>
-                                       <para>In this section you will install and configure a set of prerequisites that
-                                       will be used to build Evergreen. In a following step you will actually build the
-                                       Evergreen software using the <command>make</command> utility.</para>
+                                       <para>In this section you will install and configure a set of prerequisites that will be
+                                       used later in <xref linkend="serversideinstallation-configure"/> and 
+                                       <xref linkend="serversideinstallation-compile"/> to build the Evergreen software 
+                                       using the <command>make</command> utility.</para>
                                        <para>As the <systemitem class="username">root</systemitem> user, enter the commands show
                                        below to build the prerequisites from the software distribution that you just downloaded
                                        and unpacked. Remember to replace <emphasis>[DISTRIBUTION]</emphasis> in the following
                                        example with the keyword corresponding to the name of one of the 
-                                       <systemitem class="osname">Linux</systemitem> distributions listed in the following distribution
-                                       keywords table <xref linkend="serversideinstallation-keywords-evergreen"/> . For example,
-                                       to install the prerequisites for Ubuntu version 9.10 (Karmic Koala) you would enter this
-                                       command: <command>make -f Open-ILS/src/extras/Makefile.install ubuntu-karmic</command>.</para>
+                                       <systemitem class="osname">Linux</systemitem> distributions listed in the following
+                                       distribution keywords table <xref linkend="serversideinstallation-keywords-evergreen"/> .
+                                       For example, to install the prerequisites for Ubuntu version 9.10 (Karmic Koala) you would
+                                       enter this command: <command>make -f Open-ILS/src/extras/Makefile.install
+                                       ubuntu-karmic</command>.</para>
                                        <screen>
-                                               <prompt># as the opensrf user:</prompt>
+                                               <prompt># as the root user:</prompt>
                                                <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
                                                <userinput>make -f Open-ILS/src/extras/Makefile.install [DISTRIBUTION]</userinput>
                                        </screen>
                                        (see <xref linkend="serversideinstallation-installprereq"/>)
                                        does not automatically install PostgreSQL. You must install the PostgreSQL server
                                        yourself, either on the same system as Evergreen itself or on another system.
-                                       If your PostgreSQL server is on a different system, just skip this step.</para>
-                                       <para>For further information on manually installing PostgreSQL, visit the official
+                                       If your PostgreSQL server is on a different system, just skip this step.
+                                       If your PostgreSQL server will be on the same system as your Evergreen
+                                       software, then install the required PostgreSQL server packages as follows.
+                                       For further information on manually installing PostgreSQL, visit the official
                                        <link xl:href="http://www.postgresql.org/">PostgreSQL Site</link>.</para>
-                                       <para>If your PostgreSQL server will be on the same system as your Evergreen
-                                       software, then as the <systemitem class="username">root</systemitem> user
-                                       install the required PostgreSQL server packages:</para>
                                        <para>For <systemitem class="osname">Debian Lenny</systemitem> and 
-                                       <systemitem class="osname">Ubuntu Hardy (8.04)</systemitem>:</para>
+                                       <systemitem class="osname">Ubuntu Hardy (8.04)</systemitem>, execute these commands:</para>
                                        <screen>
                                                <prompt># as the root user:</prompt>
+                                               <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
                                                <userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_83</userinput>
                                        </screen>
                                        <para>For <systemitem class="osname">Ubuntu Karmic (9.10)</systemitem> and
-                                       <systemitem class="osname">Ubuntu Lucid (10.04)</systemitem>:</para>
+                                       <systemitem class="osname">Ubuntu Lucid (10.04)</systemitem>, execute these commands:</para>
                                        <screen>
                                                <prompt># as the root user:</prompt>
+                                               <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
                                                <userinput>make -f Open-ILS/src/extras/Makefile.install install_pgsql_server_debs_84</userinput>
                                        </screen>
                                        <note>
                                                <para>PostgreSQL versions 8.3 or 8.4 are the recommended versions to work 
-                                               with Evergreen 1.6. If you have an older version of PostgreSQL, you should
-                                               upgrade before installing Evergreen. To find the running version of
+                                               with Evergreen 1.6.1.2 . If you have an older version of PostgreSQL, you 
+                                               should upgrade before installing Evergreen. To find the running version of
                                                PostgreSQL, as the <systemitem class="username">postgres</systemitem> 
-                                               user, run the <command>psql</command>. Then type <userinput>SELECT
-                                               version();</userinput> to get detailed information about your version 
-                                               of PostgreSQL.</para>
+                                               user execute the command <command>psql</command>, then type 
+                                               <userinput>SELECT version();</userinput> to get detailed information 
+                                               about your version of PostgreSQL.</para>
                                        </note>
                                </step>
                                <step performance="optional">
                                </step>
                                <step xml:id="serversideinstallation-configure">
                                        <title>Configure Evergreen</title>
-                                       <para>As the <systemitem class="username">opensrf</systemitem> user, return to
-                                       the Evergreen build directory and use the <command>configure</command> and
+                                       <para>In this step you will use the <command>configure</command> and
                                        <command>make</command> utilities to configure Evergreen so it can be compiled
-                                       and linked in the next step:</para>
+                                       and linked later in <xref linkend="serversideinstallation-compile"/>.</para>
+                                       <para>As the <systemitem class="username">opensrf</systemitem> user, return to
+                                       the Evergreen build directory and execute these commands:</para>
                                        <screen>
                                                <prompt># as the opensrf user:</prompt>
                                                <userinput>cd /home/opensrf/Evergreen-ILS-1.6.1.2</userinput>
                                                <userinput>make</userinput>
                                        </screen>
                                </step>
-                               <step>
+                               <step xml:id="serversideinstallation-compile">
                                        <title>Compile, Link and Install Evergreen</title>
                                        <para>In this step you will actually compile, link and install Evergreen and the 
                                        default Evergreen Staff Client.</para>
                                        <para>The above commands will create a new subdirectory
                                        <filename class="directory">/openils/var/web/xul/rel_1_6_1_2</filename> 
                                        containing the Staff Client.</para>
-                                       <para>To complete the Staff Client installation, 
-                                       as the <systemitem class="username">root</systemitem> user create a symbolic link 
-                                       named <emphasis>server</emphasis> in the head of the Staff Client directory 
-                                       <filename class="directory">/openils/var/web/xul</filename> that points to the
-                                       subdirectory <filename class="directory">/server</filename> of the new Staff
-                                       Client build:</para>
+                                       <para>To complete the Staff Client installation, as the
+                                       <systemitem class="username">root</systemitem> user execute the following commands to
+                                       create a symbolic link named <emphasis>server</emphasis> in the head of the Staff Client
+                                       directory <filename class="directory">/openils/var/web/xul</filename> that points to the
+                                       subdirectory <filename class="directory">/server</filename> of the new Staff Client
+                                       build:</para>
                                        <screen>
                                                <prompt># as the root user:</prompt>
                                                <userinput>cd /openils/var/web/xul</userinput>
                                </step>
                                <step>
                                        <title>Copy the OpenSRF Configuration Files</title>
+                                       <para>In this step you will replace some OpenSRF configuration files that you set up in
+                                       <xref linkend="serversideinstallation-opensrf-createconfig"/> when you installed and
+                                       tested OpenSRF.</para>
                                        <para>You must copy several example OpenSRF configuration files into place after first
                                        creating backup copies for troubleshooting purposes, then change all the file ownerships
-                                       to <systemitem class="username">opensrf</systemitem>. These files replace the
-                                       configuration files that you set up in a previous step
-                                       (see <xref linkend="serversideinstallation-opensrf-createconfig"/>)
-                                       when you installed and tested OpenSRF.
-                                       As the <systemitem class="username">root</systemitem> user, execute the
-                                       following commands:</para>
+                                       to <systemitem class="username">opensrf</systemitem>.  
+                                       As the <systemitem class="username">root</systemitem> user, execute the following
+                                       commands:</para>
                                        <screen>
                                                <prompt># as the root user:</prompt>
                                                <userinput>cd /openils/conf</userinput>
                                                                <userinput>createlang plperlu  evergreen</userinput>
                                                                <userinput>createlang plpgsql  evergreen</userinput>
                                                        </screen>
-                                                       <para>Continue as user <systemitem class="username">postgres</systemitem>
+                                                       <para>Continue as the <systemitem class="username">postgres</systemitem> user
                                                        and execute the SQL scripts as shown below, adjusting the paths as needed, where
                                                        <literal>[PGSQL_VERSION]</literal> is your installed PostgreSQL
                                                        version (e.g. <literal>8.3</literal>).</para>
                                                        named <systemitem class="username">evergreen</systemitem> and
                                                        assign a password:</para>
                                                        <screen>
-                                                               <prompt># as the root user:</prompt>
+                                                               <prompt># as the postgres user:</prompt>
                                                                <userinput>createuser -P -s evergreen</userinput>
                                                                <computeroutput>Enter password for new role: <userinput>MYNEWPASSWORD</userinput></computeroutput>
                                                                <computeroutput>Enter it again: <userinput>MYNEWPASSWORD</userinput></computeroutput>
                                                </step>
                                                <step>
                                                        <title>Create database schema</title>
-                                                       <para>As the <systemitem class="username">root</systemitem>
-                                                       user, create the database schema and configure your system with
-                                                       the corresponding database authentication details for the
-                                                       <emphasis>evergreen</emphasis> database user that you just created 
-                                                       in the previous step
-                                                       (see <xref linkend="serversideinstallation-postgresqlcreateuser"/>).</para>
-                                                       <para>Enter the following commands and replace
-                                                       <emphasis>HOSTNAME, PORT, PASSWORD</emphasis> and
-                                                       <emphasis>DATABASENAME</emphasis> with appropriate
+                                                       <para>In this step you will create the database schema and configure your
+                                                       system with the corresponding database authentication details for the
+                                                       <emphasis>evergreen</emphasis> database user that you just created in
+                                                       <xref linkend="serversideinstallation-postgresqlcreateuser"/>.</para>
+                                                       <para>As the <systemitem class="username">root</systemitem> user, enter
+                                                       the following commands and replace <emphasis>HOSTNAME, PORT,
+                                                       PASSWORD</emphasis> and <emphasis>DATABASENAME</emphasis> with appropriate
                                                        values:</para>
                                                        <screen>
                                                                <prompt># as the root user:</prompt>
                                                        <emphasis role="bold">localhost</emphasis> and
                                                        <emphasis>PORT</emphasis> will be <emphasis role="bold">5432</emphasis>.
                                                        Of course, values for <emphasis>PASSWORD</emphasis> and
-                                                       <emphasis>DATABASENAME</emphasis> must match the values you used in the
-                                                       previous step
-                                                       (see <xref linkend="serversideinstallation-postgresqlcreateuser"/>)
-                                                       when you created the database and and set a password for the
-                                                       <systemitem class="username">evergreen</systemitem> user.</para>
+                                                       <emphasis>DATABASENAME</emphasis> must match the values you used in 
+                                                       <xref linkend="serversideinstallation-postgresqlcreateuser"/>.</para>
                                                        <para>As the command executes, you may see warnings similar to:
                                                        <literal>ERROR: schema SOMENAME does not exist</literal> (in fact,
                                                        you may see one warning per schema) but they can be safely ignored.</para>
                                                </step>
                                                <step xml:id="serversideinstallation-createsslcertificate">
                                                        <title>Create a Security Certificate</title>
-                                                       <para>You must create a new Security Certificate (SSL Key) for
-                                                       the Apache server using the <command>openssl</command>
-                                                       command. For a public production server you must configure or
-                                                       purchase a signed SSL certificate, but for now you can just use
-                                                       a self-signed certificate and accept the warnings in the Staff
-                                                       Client and browser during testing and development. As the
-                                                       <systemitem class="username">root</systemitem> user, perform the
-                                                       following commands:</para>
+                                                       <para>In this step you will create a new Security Certificate (SSL Key)
+                                                       for the Apache server using the <command>openssl</command> command. For a
+                                                       public production server you must configure or purchase a signed SSL
+                                                       certificate, but for now you can just use a self-signed certificate and
+                                                       accept the warnings in the Staff Client and browser during testing and
+                                                       development. As the <systemitem class="username">root</systemitem> user,
+                                                       perform the following commands:</para>
                                                        <screen>
                                                                <prompt># as the root user:</prompt>
                                                                <userinput>mkdir /etc/apache2/ssl</userinput>
                                                                <userinput>cd /etc/apache2/ssl</userinput>
                                                                <userinput>openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key</userinput>
                                                        </screen>
+                                                       <para>You will be prompted for several items of information; enter
+                                                       the appropriate information for each item. The new files
+                                                       <filename>server.crt</filename> and <filename>server.key</filename> will
+                                                       be created in the directory 
+                                                       <filename class="directory">/etc/apache2/ssl</filename> .</para>
                                                        <note>
                                                                <para>This step generates a self-signed SSL
                                                                certificate. You must install a proper SSL certificate
                                                                        should not do this since the conflict does not apply to
                                                                        that operating system.</para>
                                                                </listitem>
-                                                               <listitem><para>The following updates are needed to allow the logs
+                                                               <listitem>
+                                                                       <para>The following updates are needed to allow the logs
                                                                        to function properly, but it may break other Apache
-                                                                       applications on your server:</para><para>For the 
+                                                                       applications on your server:</para>
+                                                                       <para>For the 
                                                                        <systemitem class="osname">Linux</systemitem> distributions
                                                                        <systemitem class="osname">Ubuntu Hardy</systemitem> or
                                                                        <systemitem class="osname">Debian Etch</systemitem>, as
                                                                        edit the Apache configuration file
                                                                        <filename>/etc/apache2/apache2.conf</filename> and change
                                                                        the line <literal>User www-data</literal> to <literal>User
-                                                                       opensrf</literal>.</para> <para>For the
+                                                                       opensrf</literal>.</para>
+                                                                       <para>For the
                                                                        <systemitem class="osname">Linux</systemitem> distributions
                                                                        <systemitem class="osname">Ubuntu Karmic</systemitem>,
                                                                        <systemitem class="osname">Ubuntu Lucid</systemitem> or
                                                                        <systemitem class="osname">Debian Lenny</systemitem>, as
                                                                        the <systemitem class="username">root</systemitem> user,
                                                                        edit the Apache configuration file and change these
-                                                                       lines:</para><screen><prompt># as the root user:</prompt><userinput>export APACHE_RUN_USER=www-data</userinput><userinput>export APACHE_RUN_GROUP=www-data</userinput></screen><para>to instead read:</para><screen><prompt># as the root user:</prompt><userinput>export APACHE_RUN_USER=opensrf</userinput><userinput>export APACHE_RUN_GROUP=opensrf</userinput></screen></listitem>
+                                                                       lines:</para>
+                                                                       <screen>
+                                                                               <prompt># as the root user:</prompt>
+                                                                               <userinput>export APACHE_RUN_USER=www-data</userinput>
+                                                                               <userinput>export APACHE_RUN_GROUP=www-data</userinput>
+                                                                       </screen>
+                                                                       <para>to instead read:</para>
+                                                                       <screen>
+                                                                               <prompt># as the root user:</prompt>
+                                                                               <userinput>export APACHE_RUN_USER=opensrf</userinput>
+                                                                               <userinput>export APACHE_RUN_GROUP=opensrf</userinput>
+                                                                       </screen>
+                                                               </listitem>
                                                                <listitem>
                                                                        <para>As the 
                                                                        <systemitem class="username">root</systemitem> user,
                                                </tgroup>
                                        </table>
                                </step>
-                               <step>
-                                       <title>Create Configuration Files for Users Needing <command>srfsh</command></title>
-                                       <para>When OpenSRF was installed in a previous step (see
-                                       <xref linkend="serversideinstallation-opensrf"/> for further information),
-                                       the software installation automatically created a utility named
-                                       <command>srfsh</command> (surf shell). This is a command line diagnostic tool
-                                       for testing and interacting with <application>OpenSRF</application> It will be used
-                                       in a future step to complete and test the Evergreen installation. See 
-                                       <xref linkend="serversideinstallation-testing"/> for further information.</para>
+                               <step performance="optional">
+                                       <title>(OPTIONAL) Create Configuration Files for Users Needing <command>srfsh</command></title>
+                                       <para>When OpenSRF was installed in <xref linkend="serversideinstallation-opensrf"/>, the
+                                       software installation automatically created a utility named <command>srfsh</command> (surf
+                                       shell). This is a command line diagnostic tool for testing and interacting with
+                                       OpenSRF. It will be used in a future step to complete and test the Evergreen installation.
+                                       Earlier in <xref linkend="serversideinstallation-srfsh"/> you also created a configuration 
+                                       file <filename>~/.srfsh.xml</filename> for each user that might need to use the utility.
+                                       See <xref linkend="serversideinstallation-testing"/> for further information.</para>
                                </step>
                                <step xml:id="serversideinstallation-opensrf-env">
                                        <title>Modify the OpenSRF Environment</title>
                                                <userinput>. ~/.bashrc</userinput>
                                        </screen>
                                </step>
-                               <step>
+                               <step performance="optional">
                                        <title>(OPTIONAL) Enable and Disable Language Localizations</title>
                                        <para>You can load translations such as Armenian (hy-AM), Canadian French
                                        (fr-CA), and others into the database to complete the translations available in