Index: openacs-4/packages/acs-core-docs/www/openacs.html =================================================================== RCS file: /usr/local/cvsroot/openacs-4/packages/acs-core-docs/www/openacs.html,v diff -u -r1.44 -r1.44.4.1 --- openacs-4/packages/acs-core-docs/www/openacs.html 17 Jul 2006 05:38:31 -0000 1.44 +++ openacs-4/packages/acs-core-docs/www/openacs.html 3 Feb 2008 12:07:40 -0000 1.44.4.1 @@ -1,7 +1,8 @@ -Install OpenACS 5.2.3rc1
Alex logo
Prev Chapter�3.�Complete Installation Next

Install OpenACS 5.2.3rc1

by Vinod Kurup

+ +Install OpenACS 5.4.0
Alex logo
Prev Chapter�3.�Complete Installation Next

Install OpenACS 5.4.0

by Vinod Kurup

OpenACS docs are written by the named authors, and may be edited by OpenACS documentation staff. -

Set up a user account for each site.

+

Set up a user account for each site.

AOLserver needs to be started as the root user if you want to use port 80. Once it starts, though, it will drop the root privileges and run as another user, which you must specify on the command line. It's @@ -14,60 +15,60 @@ for each different service. A service name should be a single word, letters and numbers only. If the name of your site is one word, that would be a good choice. For - example "$OPENACS_SERVICE_NAME" might be the service name for the + example "$OPENACS_SERVICE_NAME" might be the service name for the $OPENACS_SERVICE_NAME.net community.

We'll leave the password blank, which prevents login by password, for increased security. The only way to log in will be with ssh certificates. The only people who should log in are developers for that specific instance. Add this user, and put - it in the $OPENACS_SERVICE_NAME group so that it + it in the $OPENACS_SERVICE_NAME group so that it can use database and server commands associated with that group. (If you don't know how to do this, type - man usermod. You can type - groups to find out which groups a user + man usermod. You can type + groups to find out which groups a user is a part of) 

-[root root]# useradd $OPENACS_SERVICE_NAME
+[root root]# useradd $OPENACS_SERVICE_NAME

You also need to set up a group called web.

-[root root]# groupadd web
+[root root]# groupadd web

Then change the user to be a part of this group: 

-[root root]# usermod -g web $OPENACS_SERVICE_NAME
+[root root]# usermod -g web $OPENACS_SERVICE_NAME

FreeBSD creates the user this way:

-[root root]# mkdir -p /home/$OPENACS_SERVICE_NAME
-[root root]# pw useradd -n $OPENACS_SERVICE_NAME -g web -d /home/$OPENACS_SERVICE_NAME -s /bin/bash
+[root root]# mkdir -p /home/$OPENACS_SERVICE_NAME
+[root root]# pw useradd -n $OPENACS_SERVICE_NAME -g web -d /home/$OPENACS_SERVICE_NAME -s /bin/bash
 [root root]#
 mkdir -p /home/$OPENACS_SERVICE_NAME
 pw useradd -n $OPENACS_SERVICE_NAME -g web -d /home/$OPENACS_SERVICE_NAME -s /bin/bash
-

Set up the file system for one or more OpenACS Sites

For Linux Standard Base compliance and ease of backup, +

Set up the file system for one or more OpenACS Sites

For Linux Standard Base compliance and ease of backup, all of the files in each OpenACS site are stored in a subdirectory of - /var/lib/aolserver, one + /var/lib/aolserver, one subdirectory per site. The first time you install an OpenACS - site on a server, you must create the parent directory and set its permissions:

[root root]# mkdir /var/lib/aolserver
-[root root]# chgrp web /var/lib/aolserver
-[root root]# chmod 770 /var/lib/aolserver
+      site on a server, you must create the parent directory and set its permissions:
[root root]# mkdir /var/lib/aolserver
+[root root]# chgrp web /var/lib/aolserver
+[root root]# chmod 770 /var/lib/aolserver
 [root root]#
 mkdir /var/lib/aolserver
 chgrp web /var/lib/aolserver
-chmod 770 /var/lib/aolserver

Installation Option 1: Use automated script

A bash script is available to automate all of the steps for the rest of this section. It requires tclwebtest. The automated script can greatly accelerate the install process, but is very sensitive to the install environment. We recommend that you run the automated install and, if it does not work the first time, consider switching to a manual installation.

Get the install script from CVS. It is located within +chmod 770 /var/lib/aolserver

Installation Option 1: Use automated script

A bash script is available to automate all of the steps for the rest of this section. It requires tclwebtest. The automated script can greatly accelerate the install process, but is very sensitive to the install environment. We recommend that you run the automated install and, if it does not work the first time, consider switching to a manual installation.

Get the install script from CVS. It is located within the main cvs tree, at /etc/install. Use anonymous CVS checkout to get that directory in the home directory of the service's dedicated user. We put it there so that it is not overwritten when we do the main CVS checkout to the target - location.

[root root]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cvs -d :pserver:anonymous@cvs.openacs.org:/cvsroot co -d install openacs-4/etc/install
+        location.
[root root]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cvs -d :pserver:anonymous@cvs.openacs.org:/cvsroot co -d install openacs-4/etc/install
 cvs server: Updating install
 U install/README
 U install/TODO
   ... many lines omitted ...
 U install/tcl/twt-procs.tcl
 U install/tcl/user-procs.tcl
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd install
-[$OPENACS_SERVICE_NAME install]$ emacs install.tcl
-
Edit the installation configuration file, /home/$OPENACS_SERVICE_NAME/install/install.tcl and update the site-specific values, such as the new service's IP address and name, which will be written into the new service's config.tcl file.  If your system is different from the one described in the previous sections, check the file paths as well.  Set do_checkout=yes to create a new OpenACS site directly from a CVS checkout, or =no if you have a fully configured site and just want to rebuild it (drop and recreate the database and repeat the installation).  If you have followed a stock installation, the default configuration will work without changes and will install an OpenACS site at 127.0.0.1:8000.
Run the install script install.sh as root:
[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ exit 
-[root root]# sh /home/$OPENACS_SERVICE_NAME/install/install.sh
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd install
+[$OPENACS_SERVICE_NAME install]$ emacs install.tcl
+
Edit the installation configuration file, /home/$OPENACS_SERVICE_NAME/install/install.tcl and update the site-specific values, such as the new service's IP address and name, which will be written into the new service's config.tcl file.  If your system is different from the one described in the previous sections, check the file paths as well.  Set do_checkout=yes to create a new OpenACS site directly from a CVS checkout, or =no if you have a fully configured site and just want to rebuild it (drop and recreate the database and repeat the installation).  If you have followed a stock installation, the default configuration will work without changes and will install an OpenACS site at 127.0.0.1:8000.
Run the install script install.sh as root:
[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ exit 
+[root root]# sh /home/$OPENACS_SERVICE_NAME/install/install.sh
 /home/$OPENACS_SERVICE_NAME/install/install.sh: Starting installation with config_file 
 /home/$OPENACS_SERVICE_NAME/install/install.tcl. Using serverroot=/var/lib/aolserver/
 $OPENACS_SERVICE_NAME, server_url=http://0.0.0.0:8000, do_checkout=yes, do_install=yes, 
@@ -79,68 +80,68 @@
 admin email   : admin@yourserver.net
 admin password: xxxx
 ######################################################################
-[root root]#
You can proceed to the section called “Next Steps”.

Installation Option 2: Install from tarball

You should already have downloaded the OpenACS tarball - to the /var/tmp directory. If +[root root]#

You can proceed to Section�, “Next Steps”.

Installation Option 2: Install from tarball

You should already have downloaded the OpenACS tarball + to the /var/tmp directory. If not, download the OpenACS tarball and save it in - /var/tmp and proceed:

  1. Unpack the OpenACS tarball and rename it to $OPENACS_SERVICE_NAME. Secure the directory so that only the owner can access it. Check the permissions by listing the directory.

    FreeBSD note: Change the period in chown -R $OPENACS_SERVICE_NAME.$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME to a colon: chown -R $OPENACS_SERVICE_NAME:$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME - 

    [root root]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd /var/lib/aolserver
-[$OPENACS_SERVICE_NAME aolserver]$ tar xzf /var/tmp/openacs-5.2.3rc1.tgz
-[$OPENACS_SERVICE_NAME aolserver]$ mv openacs-5.2.3rc1 $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME aolserver]$ chmod -R 775 $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME aolserver]$ chown -R $OPENACS_SERVICE_NAME.$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME aolserver]$ ls -al
+      /var/tmp and proceed:
    1. Unpack the OpenACS tarball and rename it to $OPENACS_SERVICE_NAME.  Secure the directory so that only the owner can access it.  Check the permissions by listing the directory.
      FreeBSD note: Change the period in chown -R $OPENACS_SERVICE_NAME.$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME to a colon: chown -R $OPENACS_SERVICE_NAME:$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME
+        
      [root root]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd /var/lib/aolserver
+[$OPENACS_SERVICE_NAME aolserver]$ tar xzf /var/tmp/openacs-5.4.0.tgz
+[$OPENACS_SERVICE_NAME aolserver]$ mv openacs-5.4.0 $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME aolserver]$ chmod -R 775 $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME aolserver]$ chown -R $OPENACS_SERVICE_NAME.$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME aolserver]$ ls -al
 total 3
 drwxrwx---    3 root     web          1024 Mar 29 16:41 .
 drwxr-xr-x   25 root     root         1024 Mar 29 16:24 ..
 drwx------    7 $OPENACS_SERVICE_NAME web          1024 Jan  6 14:36 $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME aolserver]$ exit
+[$OPENACS_SERVICE_NAME aolserver]$ exit
 logout
 [root root]#
 su - $OPENACS_SERVICE_NAME
 cd /var/lib/aolserver
-tar xzf /var/tmp/openacs-5.2.3rc1.tgz
-mv openacs-5.2.3rc1 $OPENACS_SERVICE_NAME
+tar xzf /var/tmp/openacs-5.4.0.tgz
+mv openacs-5.4.0 $OPENACS_SERVICE_NAME
 chmod -R 755 $OPENACS_SERVICE_NAME
 chown -R $OPENACS_SERVICE_NAME.$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME
-exit
    2. Add the Service to CVS (OPTIONAL)
    3. Prepare the database

  2. Add the Service to CVS (OPTIONAL)

  3. Prepare the database

    • Prepare Oracle for OpenACS.�If you won't be using Oracle, skip to Prepare PostgreSQL for an OpenACS Service

      You should be sure that your user account - (e.g. $OPENACS_SERVICE_NAME) is in the - dba group. + (e.g. $OPENACS_SERVICE_NAME) is in the + dba group.

      1. Verify membership by typing - groups when you login: + groups when you login: 

        [$OPENACS_SERVICE_NAME ~]$ groups
 dba web

        If you do not see these groups, take the following action: - 

        [$OPENACS_SERVICE_NAME ~]$ su -
+		  
        [$OPENACS_SERVICE_NAME ~]$ su -
 Password: ************
-[root ~]# adduser $OPENACS_SERVICE_NAME dba
        
+[root ~]# adduser $OPENACS_SERVICE_NAME dba

        If you get an error about an undefined group, then add that group manually: -

        [root ~]# groupadd dba
-[root ~]# groupadd web

        +

        [root ~]# groupadd dba
+[root ~]# groupadd web

        - Make sure to logout as root when + Make sure to logout as root when you are finished with this step and log back in as your regular user.

      2. Connect to Oracle using - svrmgrl and login: + svrmgrl and login: - 

        [$OPENACS_SERVICE_NAME ~]$ svrmgrl
-SVRMGR> connect internal
+		  
        [$OPENACS_SERVICE_NAME ~]$ svrmgrl
+SVRMGR> connect internal
 Connected.

      3. Determine where the system tablespaces are stored: - 

        SVRMGR> select file_name from dba_data_files;

        + 

        SVRMGR> select file_name from dba_data_files;

        Example results: 

        /ora8/m01/app/oracle/oradata/ora8/system01.dbf
 /ora8/m01/app/oracle/oradata/ora8/tools01.dbf
@@ -153,108 +154,108 @@
 		  Using the above output, you should determine where
 		  to store your tablespace. As a general rule, you'll want to
 		  store your tablespace on a mount point under the
-		  /ora8 directory that is separate
+		  /ora8 directory that is separate
 		  from the Oracle system data files. By default, the Oracle system
-		  is on m01, so we will use
-		  m02. This enables your Oracle
+		  is on m01, so we will use
+		  m02. This enables your Oracle
 		  system and database files to be on separate disks for optimized
 		  performance. For more information on such a configuration, see
 		  Chapter
 		  12 of Philip's
 		  book.  For this example, we'll use
-		  /ora8/m02/oradata/ora8/.
+		  /ora8/m02/oradata/ora8/.

      4. Create the directory for the datafile; to do this, - exit from svrmgrl and login as - root for this step: 

        -SVRMGR> exit
-[$OPENACS_SERVICE_NAME ~]$ su -
+		  exit from svrmgrl and login as
+		  root for this step: 
        +SVRMGR> exit
+[$OPENACS_SERVICE_NAME ~]$ su -
 Password: ************
-[root ~]# mkdir -p /ora8/m02/oradata/ora8/
-[root ~]# chown $OPENACS_SERVICE_NAME:web /ora8/m02/oradata/ora8
-[root ~]# chmod 775 /ora8/m02/oradata/ora8
-[root ~]# exit
+[root ~]# mkdir -p /ora8/m02/oradata/ora8/
+[root ~]# chown $OPENACS_SERVICE_NAME:web /ora8/m02/oradata/ora8
+[root ~]# chmod 775 /ora8/m02/oradata/ora8
+[root ~]# exit
 [$OPENACS_SERVICE_NAME ~]$

      5. Create a tablespace for the service. It is important that the - tablespace can autoextend. This + tablespace can autoextend. This allows the tablespace's storage capacity to grow as the size of the data grows. We set the pctincrease to be a very low value so that our extents won't grow geometrically. We do not set it to 0 at the tablespace level because this would affect Oracle's ability to automatically coalesce free space in the tablespace. - 

        [$OPENACS_SERVICE_NAME ~]$ svrmgrl
-SVRMGR> connect internal;
-SVRMGR> create tablespace $OPENACS_SERVICE_NAME
+		
        [$OPENACS_SERVICE_NAME ~]$ svrmgrl
+SVRMGR> connect internal;
+SVRMGR> create tablespace $OPENACS_SERVICE_NAME
       datafile '/ora8/m02/oradata/ora8/$OPENACS_SERVICE_NAME01.dbf' 
       size 50M 
       autoextend on 
       next 10M
       maxsize 300M
       extent management local
-      uniform size 32K;

      6. + uniform size 32K;

      7. Create a database user for this service. Give the user access to the tablespace and rights to connect. We'll use - $OPENACS_SERVICE_NAMEpassword as our password.

        + $OPENACS_SERVICE_NAMEpassword as our password.

        Write down what you specify as service_name - (i.e. $OPENACS_SERVICE_NAME) + (i.e. $OPENACS_SERVICE_NAME) and database_password - (i.e. $OPENACS_SERVICE_NAMEpassword). You + (i.e. $OPENACS_SERVICE_NAMEpassword). You will need this information for configuring exports and AOLserver. 

        -SVRMGR> create user $OPENACS_SERVICE_NAME identified by $OPENACS_SERVICE_NAMEpassword default tablespace $OPENACS_SERVICE_NAME
-    temporary tablespace temp quota unlimited on $OPENACS_SERVICE_NAME;
-SVRMGR> grant connect, resource, ctxapp, javasyspriv, query rewrite to $OPENACS_SERVICE_NAME;
-SVRMGR> revoke unlimited tablespace from $OPENACS_SERVICE_NAME;
-SVRMGR> alter user $OPENACS_SERVICE_NAME quota unlimited on $OPENACS_SERVICE_NAME;
-SVRMGR> exit;

        +SVRMGR> create user $OPENACS_SERVICE_NAME identified by $OPENACS_SERVICE_NAMEpassword default tablespace $OPENACS_SERVICE_NAME + temporary tablespace temp quota unlimited on $OPENACS_SERVICE_NAME; +SVRMGR> grant connect, resource, ctxapp, javasyspriv, query rewrite to $OPENACS_SERVICE_NAME; +SVRMGR> revoke unlimited tablespace from $OPENACS_SERVICE_NAME; +SVRMGR> alter user $OPENACS_SERVICE_NAME quota unlimited on $OPENACS_SERVICE_NAME; +SVRMGR> exit;

        Your table space is now ready. In case you are trying to delete a - previous OpenACS installation, consult these commands in the section called “Deleting a tablespace” below. + previous OpenACS installation, consult these commands in Section�, “Deleting a tablespace” below.

      8. Make sure that you can login to Oracle using your - service_name account: 

        [$OPENACS_SERVICE_NAME ~]$ sqlplus $OPENACS_SERVICE_NAME/$OPENACS_SERVICE_NAMEpassword
-SQL> select sysdate from dual;
+        service_name account: 
        [$OPENACS_SERVICE_NAME ~]$ sqlplus $OPENACS_SERVICE_NAME/$OPENACS_SERVICE_NAMEpassword
+SQL> select sysdate from dual;
 SYSDATE
 ----------
 2001-12-20
-SQL> exit;
        
+SQL> exit;

        You should see today's date in a format 'YYYY-MM-DD.' If you can't login, try redoing step 1 again. If the date is in the wrong format, make sure you followed the steps outlined in - the section called “Troubleshooting Oracle Dates” + Section�, “Troubleshooting Oracle Dates”

    • Prepare PostgreSQL for an OpenACS Service.�

      • PostgreSQL:

        Create a user in the database matching the service - name. With default PostgreSQL authentication, a system user connecting locally automatically authenticates as the postgres user of the same name, if one exists. We currently use postgres "super-users" for everything, which means that anyone with access to any of the openacs system accounts on a machine has full access to all postgresql databases on that machine.

        [root root]# su - postgres
-[postgres pgsql]$ createuser -a -d $OPENACS_SERVICE_NAME
+            name.  With default PostgreSQL authentication, a system user connecting locally automatically authenticates as the postgres user of the same name, if one exists.  We currently use postgres "super-users" for everything, which means that anyone with access to any of the openacs system accounts on a machine has full access to all postgresql databases on that machine.
        [root root]# su - postgres
+[postgres pgsql]$ createuser -a -d $OPENACS_SERVICE_NAME
 CREATE USER
-[postgres pgsql]$ exit
+[postgres pgsql]$ exit
 logout
-[root root]#

      • Create a database with the same name as our service name, $OPENACS_SERVICE_NAME. The full pathname for createdb needs to be used, since the pgsql directory has not been added to the $OPENACS_SERVICE_NAME bash profile.

        [root root]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/pgsql/bin/createdb -E UNICODE $OPENACS_SERVICE_NAME
+[root root]#

      • Create a database with the same name as our service name, $OPENACS_SERVICE_NAME. The full pathname for createdb needs to be used, since the pgsql directory has not been added to the $OPENACS_SERVICE_NAME bash profile.

        [root root]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/pgsql/bin/createdb -E UNICODE $OPENACS_SERVICE_NAME
 CREATE DATABASE
 [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$
 su - $OPENACS_SERVICE_NAME
-/usr/local/pgsql/bin/createdb -E UNICODE $OPENACS_SERVICE_NAME

      • Automate daily database Vacuuming. This is a process which cleans out discarded data from the database. A quick way to automate vacuuming is to edit the cron file for the database user. Recommended: VACUUM ANALYZE every hour and VACUUM FULL ANALYZE every day.

        [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ export EDITOR=emacs;crontab -e

        Add these lines to the file. The vacuum command cleans up temporary structures within a PostGreSQL database, and can improve performance. We vacuum gently every hour and completely every day. The numbers and stars at the beginning are cron columns that specify when the program should be run - in this case, whenever the minute is 0 and the hour is 1, i.e., 1:00 am every day, and every (*) day of month, month, and day of week. Type man 5 crontab for more information.

        0 1-23 * * * /usr/local/pgsql/bin/vacuumdb --analyze $OPENACS_SERVICE_NAME
+/usr/local/pgsql/bin/createdb -E UNICODE $OPENACS_SERVICE_NAME

      • Automate daily database Vacuuming. This is a process which cleans out discarded data from the database. A quick way to automate vacuuming is to edit the cron file for the database user. Recommended: VACUUM ANALYZE every hour and VACUUM FULL ANALYZE every day.

        [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ export EDITOR=emacs;crontab -e

        Add these lines to the file. The vacuum command cleans up temporary structures within a PostGreSQL database, and can improve performance. We vacuum gently every hour and completely every day. The numbers and stars at the beginning are cron columns that specify when the program should be run - in this case, whenever the minute is 0 and the hour is 1, i.e., 1:00 am every day, and every (*) day of month, month, and day of week. Type man 5 crontab for more information.

        0 1-23 * * * /usr/local/pgsql/bin/vacuumdb --analyze $OPENACS_SERVICE_NAME
 0 0 * * * /usr/local/pgsql/bin/vacuumdb --full --analyze $OPENACS_SERVICE_NAME

        Depending on your distribution, you may receive email when the crontab items are executed. If you don't want to receive email for those crontab items, - you can add > /dev/null - 2>&1 to the end of each crontab + you can add > /dev/null + 2>&1 to the end of each crontab line

      • Add Full Text Search Support (OPTIONAL)

      • At this point the database should be ready for installing OpenACS.

  4. Configure an AOLserver Service for OpenACS.�

    1. The AOLserver architecture lets you run an arbitrary number of virtual servers. A virtual server is an HTTP service running on a specific port, e.g. port 80. In order for OpenACS to work, you need to configure a virtual server. The Reference Platform uses a configuration file included in the OpenACS tarball, - /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/config.tcl. - Open it in an editor to adjust the parameters.

      [root root]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc
-[$OPENACS_SERVICE_NAME etc]$ emacs config.tcl
+	  /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/config.tcl.
+	   Open it in an editor to adjust the parameters.
      [root root]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ cd /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc
+[$OPENACS_SERVICE_NAME etc]$ emacs config.tcl
 
      
-	  You can continue without changing any values in the file.  However, if you don't change address to match the computer's ip address, you won't be able to browse to your server from other machines.
+	  You can continue without changing any values in the file.  However, if you don't change address to match the computer's ip address, you won't be able to browse to your server from other machines.
 	
      • httpport - If you want your
 		  server on a different port, enter it here.  The Reference Platform port is 8000, which is suitable for development use.  Port 80 is the standard http port - it's the port used by your browser when you enter http://yourserver.test.  So you should use port 80 for your production site.
      • httpsport - This is the
       port for https requests.  The Reference Platform https port is
@@ -277,50 +278,50 @@
 	
      • Enable OpenFTS Full Text Search (OPTIONAL)
      • Install nsopenssl
         for SSL support. (OPTIONAL)

  5. Verify AOLserver startup.�

    1. Kill any current running AOLserver processes and start a new - one. The recommended way to start an AOLserver process is by running the included script, /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/daemontools/run. If you are not using the default file paths and names, you will need to edit run.

      If you want to use port 80, there are complications. AOLserver must be root to use system ports such as + one. The recommended way to start an AOLserver process is by running the included script, /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/daemontools/run. If you are not using the default file paths and names, you will need to edit run.

      If you want to use port 80, there are complications. AOLserver must be root to use system ports such as 80, but refuses to run as root for security reasons. So, we call the run script as root and specify a non-root user ID and Group ID which AOLserver will switch to after claiming the port. To do so, find the UID and GID of the $OPENACS_SERVICE_NAME user via - grep $OPENACS_SERVICE_NAME - /etc/passwd and then put those numbers into - the command line via -u + grep $OPENACS_SERVICE_NAME + /etc/passwd and then put those numbers into + the command line via -u 501 -g - 502. In AOLserver 4, you must also send a -b flag. Do this by editing the run file as indicated in the comments.

      If you are root then killall will affect all OpenACS services on the machine, so if there's more than one you'll have to do ps -auxw | grep - nsd and selectively kill by job number.

      [$OPENACS_SERVICE_NAME etc]$ killall nsd
+	  502.    In AOLserver 4, you must also send a -b flag.  Do this by editing the run file as indicated in the comments.  
      If you are root then killall will affect all OpenACS services on the machine, so if there's more than one you'll have to do ps -auxw | grep
+	  nsd and selectively kill by job number.
      [$OPENACS_SERVICE_NAME etc]$ killall nsd
 nsd: no process killed
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/aolserver/bin/nsd-postgres -t /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/config.tcl
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/aolserver/bin/nsd-postgres -t /var/lib/aolserver/$OPENACS_SERVICE_NAME/etc/config.tcl
 [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ [08/Mar/2003:18:13:29][32131.8192][-main-] Notice: nsd.tcl: starting to read config file...
 [08/Mar/2003:18:13:29][32131.8192][-main-] Notice: nsd.tcl: finished reading config file.

    2. - Attempt to connect to the service from a web browser. You should specify a URL like: http://yourserver.test:8000

      - You should see a page that looks like this. If you imported your files into + Attempt to connect to the service from a web browser. You should specify a URL like: http://yourserver.test:8000

      + You should see a page that looks like this. If you imported your files into cvs, now that you know it worked you can erase the temp - directory with rm -rf /var/lib/aolserver/$OPENACS_SERVICE_NAME.orig. + directory with rm -rf /var/lib/aolserver/$OPENACS_SERVICE_NAME.orig.

      If you don't see the login page, view your error log - (/var/lib/aolserver/$OPENACS_SERVICE_NAME/log/$OPENACS_SERVICE_NAME-error.log) + (/var/lib/aolserver/$OPENACS_SERVICE_NAME/log/$OPENACS_SERVICE_NAME-error.log) to make sure the service is starting without any problems. The most common errors here are trying to start a port 80 server while not root, failing to connect because of a firewall, and aolserver failing to start due to permissions errors or missing files. If you need to make changes, don't forget to kill any running servers with - killall nsd. + killall nsd.

    3. Automate AOLserver keepalive (OPTIONAL)

  6. Configure a Service with the OpenACS Installer.� Now that you've got AOLserver up and running, let's install OpenACS - 5.2.3rc1. + 5.4.0.

    • You should see a page from the webserver titled - OpenACS Installation: - Welcome. You will be warned if your version of + OpenACS Installation: + Welcome. You will be warned if your version of the database driver is out of date, if AOLserver cannot connect to the database, if any modules are missing or out-of-date, or if there are any problems with filesystem permissions on the server side. But if everything is fine, you can click - Next to proceed to load the + Next to proceed to load the OpenACS Kernel data model.

    • @@ -333,42 +334,42 @@ Loading package .info files ... this will take a few minutes

      This will really take a few minutes. Have faith! Finally, another - Next button will appear at the + Next button will appear at the bottom - click it.

    • The following page shows the results of loading the core package data models. You should see positive results for each of the previously selected packages, but watch out for any - errors. Eventually, the page will display "Generating secret - tokens" and then "Done"- click - Next. + errors. Eventually, the page will display "Generating secret + tokens" and then "Done"- click + Next.

    • - You should see a page, "OpenACS Installation: Create - Administrator" with form fields to define the OpenACS site + You should see a page, "OpenACS Installation: Create + Administrator" with form fields to define the OpenACS site administrator. Fill out the fields as appropriate, and click - Create User. + Create User.

    • - You should see a page, "OpenACS Installation: Set System - Information" allowing you to name your service. Fill out the - fields as appropriate, and click Set System - Information + You should see a page, "OpenACS Installation: Set System + Information" allowing you to name your service. Fill out the + fields as appropriate, and click Set System + Information

    • - You'll see the final Installer page, "OpenACS - Installation: Complete." It will tell you that the server is + You'll see the final Installer page, "OpenACS + Installation: Complete." It will tell you that the server is being restarted; note that unless you already set up a way for AOLserver to restart itself (ie. inittab or daemontools), you'll need to manually restart your service. - 

      [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/aolserver/bin/nsd-postgres -t /var/lib/aolserver/$OPENACS_SERVICE_NAME/config.tcl

    • + 

      [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ /usr/local/aolserver/bin/nsd-postgres -t /var/lib/aolserver/$OPENACS_SERVICE_NAME/config.tcl

    • Give the server a few minutes to start up. Then reload the final page above. You should see the front page, with an area to login near the upper right. Congratulations, OpenACS - 5.2.3rc1 is now up and running! -

Installation Option 3: Install from CVS

If you want to track fresh code developments inbetween releases, or you are an OpenACS core developer, you may want to install from CVS. This is identical to Option 2 except that you get the files from CVS instead of the tarball: CVS Checkout Instructions. So, instead of tar xzf /var/tmp/openacs-5.2.3rc1.tgz, cvs -z3 -d :pserver:anonymous@openacs.org:/cvsroot co acs-core.

Next Steps

Installation Option 3: Install from CVS

If you want to track fresh code developments inbetween releases, or you are an OpenACS core developer, you may want to install from CVS. This is identical to Option 2 except that you get the files from CVS instead of the tarball: CVS Checkout Instructions. So, instead of tar xzf /var/tmp/openacs-5.4.0.tgz, cvs -z3 -d :pserver:anonymous@openacs.org:/cvsroot co acs-core.

Next Steps

  • Use daemontools supervise and svc, or inittab, to automate server startup and shutdown.

  • Install Full Text Search (OPTIONAL). If you have installed OpenFTS and enabled OpenFTS, you can now install the OpenFTS Driver package and Full Text Search Engine package in the OpenACS service.

  • This is a good time to make a backup of your service. If this is a production site, you should set up automatic nightly backups.

  • If you want traffic reports, set up analog or another log @@ -379,8 +380,8 @@ database while logged in as the service user. They do not directly affect the service's run-time connection with the database, because those environmental variables are set by the - wrapper scripts nsd-postgres and nsd-oracle.

    [root root]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ emacs .bashrc

    Put in the appropriate lines for the database you are running. If you will use both databases, put in both sets of lines.

    • PostgreSQL:

      export LD_LIBRARY_PATH=$LD_LIBRARY_PATH:/usr/local/pgsql/lib
+	wrapper scripts nsd-postgres and nsd-oracle.
      [root root]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ emacs .bashrc
      Put in the appropriate lines for the database you are running.  If you will use both databases, put in both sets of lines.
      • PostgreSQL:
        export LD_LIBRARY_PATH=$LD_LIBRARY_PATH:/usr/local/pgsql/lib
 export PATH=$PATH:/usr/local/pgsql/bin
      • Oracle.  These environment variables are specific for a local Oracle
       installation communicating via IPC. If you are connecting to a remote
       Oracle installation, you'll need to adjust these appropriately. Also,
@@ -392,10 +393,10 @@
 export ORACLE_SID=ora8
 export ORACLE_TERM=vt100
 export ORA_NLS33=$ORACLE_HOME/ocommon/nls/admin/data

    Test this by logging out and back in as - $OPENACS_SERVICE_NAME and checking the paths.

    [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ exit
+	$OPENACS_SERVICE_NAME and checking the paths.
    [$OPENACS_SERVICE_NAME $OPENACS_SERVICE_NAME]$ exit
 logout
-[root src]# su - $OPENACS_SERVICE_NAME
-[$OPENACS_SERVICE_NAME ~]$ env
+[root src]# su - $OPENACS_SERVICE_NAME
+[$OPENACS_SERVICE_NAME ~]$ env
 
    • For PostgreSQL, you should see:
       LD_LIBRARY_PATH=:/usr/local/pgsql/lib
 PATH=/bin:/sbin:/usr/bin:/usr/sbin:/usr/local/bin:/usr/local/sbin:/usr/bin/X11:/usr/X11R6/bin:\
@@ -406,4 +407,4 @@
 LD_LIBRARY_PATH=/ora8/m01/app/oracle/product/8.1.7/lib:/lib:/usr/lib
 ORACLE_SID=ora8
 ORACLE_TERM=vt100
-ORA_NLS33=$ORACLE_HOME/ocommon/nls/admin/data

  • Test your backup and recovery procedure.

  • Set up the section called “External uptime validation”.

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+ORA_NLS33=$ORACLE_HOME/ocommon/nls/admin/data

  • Test your backup and recovery procedure.

  • Set up Section�, “External uptime validation”.

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