</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