source: trunk/gsdl3/README.txt@ 11291

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1Greenstone 3 (GSDL3)
2Copyright (C) 2003 New Zealand Digital Libraries, University Of Waikato
3Greenstone3 comes with ABSOLUTELY NO WARRANTY; for details see LICENSE.txt
4This is free software, and you are welcome to redistribute it
5
6You will need Java and Ant to run Greenstone 3.
7
8Your Java version should be 1.4 or higher. We recommend Sun Java. You need the SDK (development environment). Set the environment variable JAVA_HOME to be the root of your Java installation.
9
10Ant (Apache's Java based build tool) can be downloaded from http://ant.apache.org/bindownload.cgi. Set the environment variable ANT_HOME to be the root of your Ant installation, and make sure the Ant executables are on your PATH. You may have problems with earlier versions. This has been tested with version 1.6.2
11
12In the greenstone3 directory, you can run 'ant' which will give you a help message.
13Running 'ant -projecthelp' gives a list of the targets that you can run - these
14do various things like compile the source code, start up the server etc.
15
16On GNU/Linux MySQL seems to have trouble with spaces in paths, so it's best to install Greenstone into a path with no spaces.
17
18Installing Greenstone
19---------------------------------------------------------
20
21Download the appropriate zip/tar file (greenstone-3.xx-linux.tar.gz/greenstone-3.xx-win32.zip/greenstone-3.xx-macOSX.tar.gz) from sourceforge.net/projects/greenstone3, and unzip/untar it. In the greenstone3 directory, edit the build.properties file (see 'Configuring your installation' below), and run 'ant install'.
22
23See 'Using External Tomcat' and 'Using External MySQL' sections below if you want to use an existing version.
24
25See 'Installing from a Source Distribution' section below for extra notes about installing from Source.
26
27See the README-CVS.txt file for extra notes about installing from CVS.
28
29Configuring your installation:
30--------------------------------------------------------
31
32The file build.properties contains various parameters that can be set by the user. Please check these settings before running the install.
33Note, either forward slash '/' or double backslash '\\' can be used as path separators in the build.properties file, but not single backslash '\'.
34
35Greenstone 3 comes with MySQL and Tomcat bundled in.
36
37If you already have Tomcat running, you can set the 'tomcat.installed.path' property (in build.properties) to the base directory of your Tomcat installation, and Greenstone will not use its own Tomcat. (You can delete the packages/tomcat directory if you like.) Please read the section "Using External Tomcat" for details about how to configure Tomcat for Greenstone.
38
39Greenstone 3 uses MySQL for the collection database (with Greenstone 3 native building). If you already have MySQL installed, set the 'mysql.installed.path' property (in build.properties) to the base directory of your MySQL installation, and Greenstone will not use its local MySQL. (You can delete the packages/mysql directory if you like.) Please read the section "Using external MySQL server" for details about how to configure MySQL for Greenstone.
40
41If you are using MySQL that comes with greenstone 3, and you are installing greenstone 3 on an NFS drive, MySQL may not work properly (it has problems removing locks on its data files). After installation, copy the data directory from greenstone3/packages/mysql to a local drive, then set the path to this directory in the mysql.datadir property in build.properties.
42If the version of MySQL that greenstone is using is not suitable for your setup (see notes on versions below), please install an appropriate version and set the mysql.installed.path property.
43
44Mac OS X: You need to have GDBM installed (http://www.gnu.org/software/gdbm/gdbm.html). Please set the gdbm.installed.path property (in build.properties) to the root of your gdbm installation if it is not installed in a default place. If you run GLI or GS2 collection building from the command line, you will need to set the DYLD_LIBRARY_PATH environment variable to include <path-to-gdbm>/lib.
45
46The install target will ask you if you accept the properties before starting.
47To suppress this prompt, use the -Dproperties.accepted=yes flag. E.g.
48ant -Dproperties.accepted=yes install
49
50To log the output in build.log, run
51ant -Dproperties.accepted=yes -logfile build.log install
52
53Running Greenstone:
54---------------------------------------------------------
55
56To startup the local servers (Tomcat adn/or MySQL), run 'ant start'.
57'ant restart' and 'ant stop' restarts and shuts down the servers.
58To start or stop just Tomcat or MySQL, use the start-tomcat, start-mysql, stop-tomcat, stop-mysql targets.
59These will only start/stop local servers (ones installed by Greenstone). You will need to manually start/stop external Tomcat/MySQL. if you are using both external Tomcat and external MySQL, then the start, restart, stop targets do nothing.
60
61Once the Tomcat server is running, Greenstone will be available in a browser at "http://localhost:8080/greenstone3".
62You can change the port number by changing the 'tomcat.port' property in build.properties, then running 'ant configure'.
63
64MySQL is only needed if you want to use the GS3MGDemo collection, or if you want to build collections using Greenstone3 native collection building.
65
66
67Building Collections:
68----------------------------------------------------------
69
70You can build collections using either Greenstone 2 style building, or native Greenstone 3 style.
71
72Greenstone 2 style:
73
74You need to have Perl installed and on your PATH. Perl is included as part of the Windows binary distribution.
75run 'ant gli", or cd to greenstone3/gli and run gli4gs3.sh/bat. This is a graphical tool for building collections. Once you have created and built a collection, you can see it by clicking 'Preview collection' on the Build panel.
76
77Note that GLI doesn't start up the Greenstone server (Tomcat/MySQL) so you should run 'ant start' before previewing your collection.
78
79Greenstone 3 style:
80
81In the greenstone3 directory, run: 'source gs3-setup.sh' (GNU/Linux, Mac OS X) or 'gs3-setup' (Windows).
82To create a new collection, run 'gs3-mkcol.sh/bat <sitename> <collname>'
83Put documents in the import directory (greenstone3/web/sites/<sitename>/collect/<collname>/import), edit the collection configuration file (greenstone3/web/sites/<sitename>/collect/<collname>/etc/collectionConfig.xml), and run 'gs3-build.sh <sitename> <collname>'
84Rename the building directory to index (in greenstone3/web/sites/<sitename>/collect/<collname>) and reload the collection in Tomcat (?a=s&sa=a&st=collection&sn=<collname>), or restart Tomcat.
85
86See the manual for more details about both styles of collection building.
87
88Recompiling
89-------------------------------------------------------
90To recompile your Greenstone3 installation, in the top level greenstone3 directory, run:
91
92ant configure
93ant configure-c++
94ant clean
95ant compile
96
97The compile target, under GNU/Linux and Mac OS X, does Java and C/C++ compilation. For Windows, since Visual Studio is not a standard component, only Java compilation is carried out. Pre-compiled binaries are provided for the C/C++ components (src/packages and Greenstone 2 style building). If you have Visual Studio installed (version 6), you can run the compile-windows-c++ targets to compile the code locally. (Don't forget to setup the Visual Studio environment first, by running, e.g. C:/Program Files/Microsoft Visual Studio/VC98/Bin/VCVARS32.BAT or equivalent.)
98
99Any sub targets can be run by themselves. Run 'ant -projecthelp' for a list of public targets, otherwise you can look at the build.xml file to see which targets depend on other ones.
100
101If you run your install using an external Tomcat, the SOAP web service for localsite (used by the gateway servlet) will not be loaded. You need to start up Tomcat, then run 'ant soap-deploy-site' and accept the defaults for sitename and siteuri (both localsite). If you want to use the gateway servlet without restarting Tomcat, you will need to reload the site information. Visit the URL http://localhost:8080/greenstone3/gateway?a=s&sa=c (substituting your server name and port number if necessary). See the user guide for more information about run time reconfiguration.
102
103
104Using SOAP:
105-------------------------------------------------------
106
107Greenstone comes with Apache Axis installed as part of the Greenstone web application. A SOAP server on localsite is deployed during installation. You should be able to see all localsite's collections through the gateway servlet. (http://localhost:8080/greenstone3/gateway)
108
109To set up a SOAP server on a new site, run
110ant soap-deploy-site
111This will prompt you for the sitename (the directory name), and the site uri - this should be a unique identifier for the site's web service.
112
113For a non-interactive version, run
114ant -Daxis.sitename=xxx -Daxis.siteuri=yyy soap-deploy-site
115
116The service is accessible at http://localhost:8080/greenstone3/services/<siteuri>
117(or http://<computer-web-address>:<port>/greenstone3/services/<siteuri>)
118
119
120Using External Tomcat:
121---------------------------------------------------
122
123If you want to use an existing Tomcat, set the path to its base directory
124in build.properties (tomcat.installed.path)
125
126 You will need to modify the Tomcat setup slightly.
127
1281. Tell Tomcat about the Greenstone web app. There are two ways to do this.
129
130A. Copy the file greenstone3/resources/tomcat/greenstone3.xml into Tomcat's conf/Catalina/localhost directory. You'll need to edit the file and replace @gsdl3webdir@ with the full path to the web directory of your greenstone 3 installation. Any path separator is fine here ('/', '\\', '\').
131
132B. Alternatively, you can move (and rename) the greenstone3/web directory to tomcat/webapps/greenstone3 (i.e. the resulting directories will be like
133tomcat/webapps/greenstone3/WEB-INF, no web directory). This should be done after running the initial 'ant install'.
134
135You will need to set the web.home property in the build.properties file
136i.e.
137web.home=${tomcat.installed.path}/webapps/greenstone3
138And then run 'ant configure-web' to reset gsdl3home.
139
1402. Set up the JNI libraries and Java wrappers.
141JNI libraries and their Java wrappers cannot go into the web app. The libraries need to be loaded by the same class loader as their wrappers. The libraries need to be in java.library.path, and I think get loaded by the system class loader.
142The wrappers need to be loaded by this too.
143
144These JNI bits are located by default in the lib/jni directory. There are two ways to get them into Tomcat:
145A: Keep all the Greenstone stuff inside the greenstone3 directory, and just modify the environment that Tomcat runs in
146
147Set LD_LIBRARY_PATH (GNU/Linux), DYLD_LIBRARY_PATH (Mac OS X) or PATH/Path (windows) to include the greenstone3/lib/jni directory.
148Add all the jar files in greenstone3/lib/jni directory to the CLASSPATH, then edit tomcats setclasspath.sh/bat to use the system CLASSPATH.
149(in setclasspath.bat, change
150set CLASSPATH=%JAVA_HOME%\lib\tools.jar
151to
152set CLASSPATH=%JAVA_HOME%\lib\tools.jar;%CLASSPATH%
153
154in setclasspath.sh, change
155# Set standard CLASSPATH
156if [ "$1" = "debug" -o "$1" = "javac" ] ; then
157 CLASSPATH="$JAVA_HOME"/lib/tools.jar
158fi
159
160to
161# Set standard CLASSPATH
162if [ "$1" = "debug" -o "$1" = "javac" ] ; then
163 CLASSPATH="$JAVA_HOME"/lib/tools.jar:"$CLASSPATH"
164fi
165
166
167B: Copy the files into Tomcat installation:
168Move the greenstone3/lib/jni jar files into tomcat's shared/lib directory.
169Move the greenstone3/lib/jni library files (.so for GNU/Linux, .jnilib for Mac OS X .dll for Windows) into shared/classes, and set LD_LIBARARY_PATH (GNU/Linux), DYLD_LIBRARY_PATH (Mac OS X) or PATH/Path (Windows) to include this directory.
170 This has the advantage that you can use this for other webapps without modifying the Tomcat environment.
171
172Once all these changes have been made, you will need to restart the Tomcat server for them to take effect.
173
174Using External MySQL
175-------------------------------------------------------------
176
177Set the mysql.installed.path property in build.xml to be the path to your installation of mysql, before running the Greenstone install process. (This path is not actually used other than to check that its non-empty).
178
179You will need to add the two greenstone users: gsdl3reader and gsdl3admin to your mysql server. The reader user is only used for accessing the database, the admin user can be used for modification. You may also specify passwords for these two users.
180
181Run MySQL as the root user (or a user with account creation privileges).
182
183Commands to add the two users:
184GRANT SELECT,INSERT,DELETE,UPDATE,DROP,CREATE ON *.* TO gsdl3admin@localhost identified by 'admin-password';
185GRANT SELECT ON *.* TO gsdl3reader@localhost identified by 'reader-password';
186
187The "identified by 'xxx-password'" bits can be left out if you don't want to set any passwords. This will mean that anyone can log in to mysql using these usernames.
188
189You will need to edit the global.properties file and set the two passwords that you used:
190mysql.admin.password and mysql.reader.password
191Set these to be empty if you haven't used any passwords.
192The mysql.tcp.port property specified here should be set to the port that your MySQL is running on. (default 3306), and the mysql.server property should be set to the server address.
193
194This file is in greenstone3/resources/java/global.properties.in before greenstone3 installation, and greenstone3/web/WEB-INF/classes/global.properties after installation.
195
196You should also load up the database for the gs3mgdemo collection:
197create database localsite_gs3mgdemo;
198
199Close MySQL, then run
200mysql localsite_gs3mgdemo < <path-to-greenstone3>/web/sites/localsite/collect/gs3mgdemo/mysqldatadump.sql
201
202(Note that if you have installed the Greenstone web directory into Tomcats webapps dir, then this command will be
203mysql localsite_gs3mgdemo < <path-to-tomcat>/webapps/greenstone3/sites/localsite/collect/gs3mgdemo/mysqldatadump.sql )
204
205You may need to run this using '--user=root -p'
206
207Notes for Mac OS
208------------------------------------------------
209
210Set JAVA_HOME to be /Library/Java/Home
211
212Notes for Windows
213-----------------------------------------------
214
215You can set environment variables by going to Control Panel->System->Advanced->Environment Variables.
216
217Installing from a Source Distribution
218----------------------------------------------
219
220Download the greenstone-3.xx-src.tar.gz package from sourceforge.net/projects/greenstone3, and unpack it.
221In the greenstone3 directory, edit the build.properties file and run
222ant prepare install
223
224Tomcat and MySQL will be downloaded as part of the prepare process. To stop this set the tomcat.installed.path and/or mysql.installed.path to be the root of existing Tomcat/MySQL installations.
225The Tomcat distribution is cross platform, but MySQL is not - only Windows, GNU/Linux and Mac OS X versions will be used (see below). If you require a different version of MySQL, then you will need to install it yourself.
226
227* Solaris notes:
228** Make sure /usr/local/bin is in your PATH ahead of /usr/bin etc.
229** Add /usr/local/lib to LD_LIBARY_PATH
230** The gdbm database files (gs2mgdemo and gs2mgppdemo collections) were generated on a Mac, and don't seem to be compatible with Solaris. A text version of the file (database.txt) is included in the index/text directory. After installing Greenstone, and before running it, you'll need to:
231in greenstone3/gs2build directory: run 'source setup.bash' (Or if you have greenstone 2 already installed, run 'source setup.bash' in your greenstone 2 installation)
232in greenstone3/web/sites/localsite/collect/gs2mgdemo/index/text directories, run 'txt2db gs2mgdemo.bdb < database.txt'
233in greenstone3/web/sites/localsite/collect/gs2mgppdemo/index/text directories, run 'txt2db gs2mgppdemo.bdb < database.txt'
234** GLI shell scripts may not work like "./gli4gs3.sh". In this case, run "bash ./gli4gs3.sh" etc. You will need to compile GLI by hand (run "bash ./makegli.sh" in greenstone3/gli directory).
235** Set CC=gcc environment variable if you don't have cc, before running ant install.
236
237* Windows notes:
238** The main install target doesn't do C++ compiling on Windows. You'll need Visual Studio 6, and run the compile-windows-c++ target, i.e.
239ant prepare install compile-windows-c++
240Don't forget to setup the Visual Studio environment first, by running, e.g. C:/Program Files/Microsoft Visual Studio/VC98/Bin/VCVARS32.BAT or equivalent.
241
242Notes on Versions of Third Party packages
243-----------------------------------------------
244
245Tomcat:
246
247apache-tomcat-5.5.12.zip: latest production quality release as of October, 2005.
248apache-tomcat-5.5.12-compat.zip: Tomcat 5 requires Java 1.5. If using Java 1.4, need to use this compatibility module.
249
250website: http://tomcat.apache.org/
251download: http://tomcat.apache.org/download-55.cgi
252
253MySQL:
254
255Relational database. Binary versions. latest version 4 stable release as at October 2005.
256mysql-noinstall-4.1.15-win32.zip (Windows, without installer)
257mysql-standard-4.1.15-apple-darwin7.9.0-powerpc.tar.gz (Mac OS X v10.3, without installer)
258mysql-standard-4.1.15-pc-linux-gnu-i686.tar.gz (GNU/Linux, x86, glibc-2.2, static (Standard only), gcc)
259
260http://dev.mysql.com
261
262Axis:
263
264Apache Web Services Project, SOAP implementation. Axis is a follow on project to Apache SOAP
265
266axis-bin-1_2_1.zip: latest stable release as of October, 2005
267website: http://ws.apache.org/axis/
268download: http://www.apache.org/dyn/closer.cgi/ws/axis/1_2_1
269
270All available from www.greenstone.org/gs3files if not available at their respective websites.
271
272Other Notes:
273-------------------------------------------------
274
275See greenstone3/docs/manual/manual.pdf for more details about the software and installation etc.
276
277Under GNU/Linux and Mac OS X, Tomcat logs output to logs/catalina.out in the Tomcat directory (greenstone3/packages/tomcat)
278
279To prevent Tomcat showing directory listings, edit Tomcat's conf/web.xml file and set the value of the "listings" servlet parameter to false.
280
281To enable symlinks to files outside the webapp root directory, edit Tomcat's conf/Catalina/localhost/greenstone3.xml file, and set the allowLinking attribute in the Context element to true.
282(Note from Tomcat website: This flag MUST NOT be set to true on the Windows platform (or any other OS which does not have a case sensitive filesystem), as it will disable case sensitivity checks, allowing JSP source code disclosure, among other security problems.)
283
284The file web/WEB-INF/classes/global.properties is generated on install and contains some properties for the run time system.
285
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