-Evergreen doesn't keep a GNU-style ChangeLog except in release tarballs.
-Those seeking a change log are encouraged to run 'git log -v', or read
-it online at: http://git.evergreen-ils.org/?p=Evergreen.git;a=log
+commit df79455022f61f862a4b0781d1c3f18490573852
+Author: Chris Sharp <csharp@georgialibraries.org>
+Date: Wed Mar 31 16:25:00 2021 -0400
+
+ Updating upgrade docs for 3.5.4.
+
+ Signed-off-by: Chris Sharp <csharp@georgialibraries.org>
+
+17 16 docs/installation/server_upgrade.adoc
+
+commit 7727fb8a67266888ff98bc076b7bc3f0ce32b199
+Author: Chris Sharp <csharp@georgialibraries.org>
+Date: Wed Mar 31 16:24:54 2021 -0400
+
+ Bumping Perl version string for 3.5.4
+
+ Signed-off-by: Chris Sharp <csharp@georgialibraries.org>
+
+1 1 Open-ILS/src/perlmods/lib/OpenILS.pm
+
+commit d17e717fa8fafff52f6000e7b660c229ed3c8500
+Author: Jane Sandberg <sandbej@linnbenton.edu>
+Date: Wed Mar 31 11:56:56 2021 -0700
+
+ Docs: 3.5.4 release notes
+
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+
+75 0 docs/RELEASE_NOTES_3_5.adoc
+
+commit 458f5a0f5cf587a62c0526567ba1354b0967a1d1
+Author: Jeff Davis <jdavis@sitka.bclibraries.ca>
+Date: Mon Nov 9 15:17:07 2020 -0800
+
+ LP#1902965: change format type in XML transform to avoid XSS in SuperCat
+
+ Signed-off-by: Jeff Davis <jdavis@sitka.bclibraries.ca>
+ Signed-off-by: Jason Boyer <JBoyer@equinoxinitiative.org>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+
+1 1 Open-ILS/xsl/MARC21slim2ATOM.xsl
+
+commit 0126414321a6ba675122af68959f9664aacfc90c
+Author: Jeff Davis <jdavis@sitka.bclibraries.ca>
+Date: Mon Nov 9 13:59:59 2020 -0800
+
+ LP#1902965: HTML filter on OPAC search results and record display
+
+ Signed-off-by: Jeff Davis <jdavis@sitka.bclibraries.ca>
+ Signed-off-by: Jason Boyer <JBoyer@equinoxinitiative.org>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+
+2 2 Open-ILS/src/templates/opac/parts/record/body.tt2
+6 1 Open-ILS/src/templates/opac/parts/record/contents.tt2
+2 1 Open-ILS/src/templates/opac/parts/record/series.tt2
+1 1 Open-ILS/src/templates/opac/parts/record/subjects.tt2
+30 18 Open-ILS/src/templates/opac/parts/record/summary.tt2
+8 8 Open-ILS/src/templates/opac/parts/result/table.tt2
+
+commit 60bb75c1a2e5a5619f19442efd7503c1ea2ced06
+Author: Galen Charlton <gmc@equinoxinitiative.org>
+Date: Wed Mar 31 14:34:32 2021 -0400
+
+ LP#1896840: (follow-up) update script to include the DB rev
+
+ Signed-off-by: Galen Charlton <gmc@equinoxinitiative.org>
+
+1 1 Open-ILS/src/sql/Pg/upgrade/1258.data.publisher-264.sql
+
+commit ff28e3b37cb6d178bffd7ff533739b596e11efa4
+Author: Jane Sandberg <sandbej@linnbenton.edu>
+Date: Wed Feb 10 11:51:55 2021 -0800
+
+ LP1873322: Angular Admin Pages default to workstation OU
+
+ To test:
+
+ 1) Apply this patch.
+ 2) Log in using a workstation at a particular org unit.
+ 3) Open some of the following admin pages:
+
+ Local Admin > Address Alerts
+ Local Admin > Carousels
+ Local Admin > Group Penalty Thresholds
+ Local Admin > Course Reserves List > Terms Tab
+ Server Admin > Billing Types
+ Server Admin > Call Number/Volume Suffixes
+ Server Admin > Copy Tags
+ Server Admin > Hard Due Date Configuration
+ Acquisitions Admin > Cancel Reason Configuration
+ Acquisitions Admin > Claim Policies
+ Booking Admin > Resource Types
+ Booking Admin > Resource Attribute Values
+
+ 4) Verify that these pages automatically open to your
+ workstation's org unit.
+
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+ Signed-off-by: Michele Morgan <mmorgan@noblenet.org>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+1 1 Open-ILS/src/eg2/src/app/staff/share/admin-page/admin-page.component.ts
+
+commit c86dab193165483454ceadf4c72b3de53bfddd08
+Author: Dan Briem <dbriem@wlsmail.org>
+Date: Wed Mar 3 17:11:44 2021 -0500
+
+ LP#1915323 Angular Staff Client Hamburger Menu Clipped Off Screen
+
+ Aligns navbar corner dropdown menu to the right to prevent it
+ from clipping off-screen.
+
+ Signed-off-by: Dan Briem <dbriem@wlsmail.org>
+ Signed-off-by: Michele Morgan <mmorgan@noblenet.org>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+1 1 Open-ILS/src/eg2/src/app/staff/nav.component.html
+
+commit 4e9348094b39f921e842937ba39a3d75abf74591
+Author: Jeff Davis <jdavis@sitka.bclibraries.ca>
+Date: Tue Mar 16 15:29:36 2021 -0700
+
+ LP#1917804: only show MARC 500 data in the General Note field
+
+ Signed-off-by: Jeff Davis <jdavis@sitka.bclibraries.ca>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+0 1 Open-ILS/src/templates/opac/parts/record/contents.tt2
+
+commit 38171526c80814cb8058d9bde314a69031f8fe8a
+Author: Jane Sandberg <sandbej@linnbenton.edu>
+Date: Tue Mar 16 13:19:09 2021 -0700
+
+ Stamping upgrade script
+
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+
+1 1 Open-ILS/src/sql/Pg/002.schema.config.sql
+0 0 Open-ILS/src/sql/Pg/upgrade/{XXXX.data.publisher-264.sql => 1258.data.publisher-264.sql}
+ rename Open-ILS/src/sql/Pg/upgrade/{XXXX.data.publisher-264.sql => 1258.data.publisher-264.sql} (100%)
+
+commit 93cb90fe843a7131b2876cfa48a5435e9e3849cb
+Author: Bill Erickson <berickxx@gmail.com>
+Date: Thu Sep 24 11:46:58 2020 -0400
+
+ LP1896840 Publisher display includes 264 tag
+
+ The stock Publisher display field now extracts data from 260 OR 264
+ tags, whichever has a value first.
+
+ Release notes included with upgrade instructions.
+
+ Signed-off-by: Bill Erickson <berickxx@gmail.com>
+ Signed-off-by: Garry Collum <gcollum@gmail.com>
+ Signed-off-by: Jane Sandberg <sandbej@linnbenton.edu>
+
+1 1 Open-ILS/src/sql/Pg/950.data.seed-values.sql
+9 0 Open-ILS/src/sql/Pg/upgrade/XXXX.data.publisher-264.sql
+24 0 docs/RELEASE_NOTES_NEXT/Cataloging/publisher-display-264.adoc
+ create mode 100644 Open-ILS/src/sql/Pg/upgrade/XXXX.data.publisher-264.sql
+ create mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/publisher-display-264.adoc
+
+commit 328c5cc3f31091989409badec7a6810de2adbe03
+Author: Jason Boyer <JBoyer@EquinoxInitiative.org>
+Date: Fri Mar 12 14:10:19 2021 -0500
+
+ Revert the effects of both LP1687545 and LP1914116
+
+ Revert "LP1687545: Force TT CGI plugin to use ampersands in query strings"
+ and "LP1914116: Apply html filter to mkurl() output"
+ until a fix for LP1918470 is available.
+
+ Signed-off-by: Jason Boyer <JBoyer@EquinoxInitiative.org>
+
+1 1 Open-ILS/src/perlmods/lib/OpenILS/WWW/EGWeb/CGI_utf8.pm
+3 3 Open-ILS/src/templates/opac/parts/header.tt2
+
+commit cbe475054e96acb209410fbf768fbd22cccd496c
+Author: Michele Morgan <mmorgan@noblenet.org>
+Date: Thu Feb 25 16:51:01 2021 -0500
+
+ LP1899405 - Add Part column to item table in Angular Catalog
+
+ Signed-off-by: Michele Morgan <mmorgan@noblenet.org>
+ Signed-off-by: Garry Collum <gcollum@gmail.com>
+ Signed-off-by: Galen Charlton <gmc@equinoxinitiative.org>
+
+2 0 Open-ILS/src/eg2/src/app/staff/catalog/record/copies.component.html
+
+commit 9e12b8461e9242963bc3b02837d0e0cf9f40686a
+Author: Jason Stephenson <jason@sigio.com>
+Date: Tue Mar 2 09:22:55 2021 -0500
+
+ Lp 1703658: Stamp DB Upgrade
+
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+1 1 Open-ILS/src/sql/Pg/002.schema.config.sql
+1 1 Open-ILS/src/sql/Pg/upgrade/{XXXX.data.dont_get_the_gist.sql => 1248.schema.convert_gist_to_gin.sql}
+ rename Open-ILS/src/sql/Pg/upgrade/{XXXX.data.dont_get_the_gist.sql => 1248.schema.convert_gist_to_gin.sql} (98%)
+
+commit 1e334691ef74bc9eb3940eae599acc9bf0af9b00
+Author: Jason Stephenson <jason@sigio.com>
+Date: Thu Feb 25 15:00:02 2021 -0500
+
+ Lp 1703658: Repair DB Upgrade
+
+ Remove an errant semicolon in the db upgrade script.
+
+ Add release notes.
+
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+1 1 Open-ILS/src/sql/Pg/upgrade/XXXX.data.dont_get_the_gist.sql
+43 0 docs/RELEASE_NOTES_NEXT/Architecture/GIST_to_GIN_indexes_FTS.adoc
+ create mode 100644 docs/RELEASE_NOTES_NEXT/Architecture/GIST_to_GIN_indexes_FTS.adoc
+
+commit 99e86eea62f8f3b6b4f9078753d66a75ad6a0dc0
+Author: Jason Boyer <JBoyer@EquinoxInitiative.org>
+Date: Thu Feb 25 10:06:38 2021 -0500
+
+ LP1703658: Convert GIST Indexes to GIN
+
+ Rather than suggest that sites experiencing search speed issues
+ do this conversion on demand just knock it out from the start.
+
+ Signed-off-by: Jason Boyer <JBoyer@EquinoxInitiative.org>
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+2 2 Open-ILS/src/sql/Pg/011.schema.authority.sql
+14 14 Open-ILS/src/sql/Pg/030.schema.metabib.sql
+91 0 Open-ILS/src/sql/Pg/upgrade/XXXX.data.dont_get_the_gist.sql
+ create mode 100644 Open-ILS/src/sql/Pg/upgrade/XXXX.data.dont_get_the_gist.sql
+
+commit 16fe720a8754128ccbe64799248aaa637f47dc3d
+Author: Jason Stephenson <jason@sigio.com>
+Date: Wed Feb 17 17:01:29 2021 -0500
+
+ Forward Port 3.5.2 to 3.5.3 db upgrade
+
+ Signed-off-by: Jason Stephenson <jason@sigio.com>
+
+22 0 Open-ILS/src/sql/Pg/version-upgrade/3.5.2-3.5.3-upgrade-db.sql
+ create mode 100644 Open-ILS/src/sql/Pg/version-upgrade/3.5.2-3.5.3-upgrade-db.sql
--- /dev/null
+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 9.6.
+ * **Linux**: Evergreen has been tested on
+ Debian Buster (10),
+ Debian Stretch (9),
+ Debian Jessie (8),
+ Ubuntu Bionic Beaver (18.04),
+ and Ubuntu Xenial Xerus (16.04).
+ 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 3.2.0.
+
+
+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 (3.2.0 or later).
+ You can download OpenSRF releases from http://evergreen-ils.org/opensrf-downloads/
++
+2. Issue the following commands as the *root* Linux account to install
+ prerequisites using the `Makefile.install` prerequisite installer,
+ substituting `debian-buster`,`debian-stretch`,`debian-jessie`,`ubuntu-bionic`, or
+ `ubuntu-xenial` for <osname> below:
++
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install <osname>
+------------------------------------------------------------------------------
++
+[[optional_developer_additions]]
+3. OPTIONAL: Developer additions
++
+To perform certain developer tasks from a Git source code checkout,
+including the testing of the Angular web client components,
+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. Otherwise, ensure you have installed the
+<<optional_developer_additions,optional developer additions>> before proceeding.
+
+[[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, concat+minify
+npm run build-prod
+------------------------------------------------------------------------------
++
+4. OPTIONAL: Test web client code if the <osname>-developer packages were installed.
+ CHROME_BIN should be set to the path to chrome or chromimum, e.g.,
+ `/usr/bin/chromium`:
++
+[source,sh]
+------------------------------------------------------------------------------
+CHROME_BIN=/path/to/chrome 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 $EVERGREEN_ROOT/Open-ILS/src/eg2/
+------------------------------------------------------------------------------
++
+2. Install Project-local Dependencies. npm inspects the 'package.json' file
+ for dependencies and fetches them from the Node package network.
++
+[source,sh]
+------------------------------------------------------------------------------
+npm install # fetch JS dependencies
+------------------------------------------------------------------------------
++
+3. Run the build script.
++
+[source,sh]
+------------------------------------------------------------------------------
+# build and run tests
+ng build --prod
+------------------------------------------------------------------------------
++
+4. OPTIONAL: Test eg2 web client code if the <osname>-developer packages were installed:
+ CHROME_BIN should be set to the path to chrome or chromimum, e.g.,
+ `/usr/bin/chromium`:
++
+[source,sh]
+------------------------------------------------------------------------------
+CHROME_BIN=/path/to/chrome npm run test
+------------------------------------------------------------------------------
+
+Configuration and compilation instructions
+------------------------------------------
+
+For the time being, we are still installing everything in the `/openils/`
+directory. From the Evergreen source directory, issue the following commands as
+the *user* Linux account to configure and build Evergreen:
+
+[source, bash]
+------------------------------------------------------------------------------
+PATH=/openils/bin:$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 Ubuntu 18.04 or Debian Stretch / Buster, 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. This will install PostgreSQL 9.6,
+the minimum supported version.
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster
+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-xenial
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-bionic
+------------------------------------------------------------------------------
+
+To install PostgreSQL version 10, use the following command for your operating
+system:
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-10
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-stretch-10
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-jessie-10
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-xenial-10
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-bionic-10
+------------------------------------------------------------------------------
+
+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 9.6 and later
+^^^^^^^^^^^^^^^^^^^^^^^^
+To create the database instance on a remote database server running PostgreSQL
+9.6 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.