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installation_ubuntu [2012/05/03 12:36] demiankatzlegacy:installation:ubuntu [2018/12/19 17:12] (current) demiankatz
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-====== VuFind 1.on Ubuntu ======+====== VuFind 1.on Ubuntu ======
  
-//This documentation will help you install VuFind 1.3. Documentation for the previous major release, VuFind 1.2, can be found [[http://vufind.org/wiki/installation_ubuntu?rev=1312204070|here]], but using the old version is NOT recommended.// +// This outdated page has been deleted to prevent confusion; for current documentation, see [[installation:ubuntu|this page]]. To view old content for historical interest, see the "Old Revisionslist below. //
- +
-These instructions assume that you are starting with a clean installation of Ubuntu.  If you already have an Ubuntu server, you will be able to skip some steps, but you may have to reconfigure some existing software. +
- +
-====== Getting Started ====== +
- +
-Install Ubuntu.  These instructions were written with Ubuntu Server Edition 10.04 LTS in mind, but they should also work on earlier versions with little or no modification.  You can obtain a free copy of the software and find installation instructions at [[http://www.ubuntu.com/|www.ubuntu.com]].  You do not need to install any special packages during the install process to get VuFind working. +
- +
-====== Installing VuFind from the DEB Package ====== +
- +
-The easiest way to get VuFind up and running is to install it from the DEB package.  This section provides instructions on doing that.  If you want more control over the installation, skip down to the [[installation_ubuntu#detailed_installation_instructions|Detailed Installation Instructions]] to install everything manually and read explanations of each step of the process. +
- +
- +
- +
-===== 1. Update the system ===== +
- +
-The first step is to make sure you have the latest patches installed. +
- +
-<code bash> +
-sudo apt-get dist-upgrade +
-</code> +
- +
-If the dist-upgrade doesn't produce any results, you might want to try this command first: +
- +
-<code bash> +
-sudo apt-get update +
-</code> +
- +
-After installing patches, you should probably reboot your system so that everything can take effect: +
- +
-<code bash> +
-sudo shutdown -r now +
-</code> +
- +
- +
- +
- +
- +
-===== 2. Install the DEB Package ===== +
- +
-First, obtain the package from our download site: +
- +
-<code bash> +
-wget http://downloads.sourceforge.net/vufind/vufind_1.3.deb?use_mirror=osdn -O vufind_1.3.deb +
-</code> +
- +
-Next, install the package using the dpkg utility: +
- +
-<code bash> +
-sudo dpkg -i vufind_1.3.deb +
-</code> +
- +
-If you do not have all of VuFind's dependencies installed already, dpkg will fail with an error message.  You can correct this problem by installing the missing requirements using apt-get: +
- +
-<code bash> +
-sudo apt-get install -f +
-</code> +
- +
-If this fails to install everything you need, you may also want to try installing packages individually like this: +
- +
-<code bash> +
-sudo apt-get install [package from dpkg error message] +
-</code> +
- +
-If necessary, repeat the process of attempting a dpkg installation and installing missing dependencies with apt-get until dpkg is successful.  You will know the installation was successful because you will be prompted for database information by VuFind's installation script. +
- +
-Some important notes: +
- +
-  * If you need to install MySQL, you will be prompted for a root password during installation.  For better security, it is a good idea to set thisif you do, be sure you remember it so you can configure VuFind to access the database later. +
-  * If you are a Voyager library, you will also need to install the [[installation_ubuntu#php_oci_driver_for_oracle|PHP OCI Driver for Oracle]] – see the section below for detailed instructions. +
-  * If you will be accessing a Sybase database (e.g. for the Horizon LMS)you should also install the php5-sybase package using apt-get. +
-  * You will need to answer some prompts during the installation process.  If you use a graphical package manager rather than the command line tool, you may not be able to see these prompts unless you open a Terminal window.  For this reason, it is recommended that you use the command line method as described above. +
-  * You may see some minor errors and warnings while everything gets set up – this is normal, so don't panic! +
-  * If, for some reason, you need to remove the package, you can issue this command (note that -P is for purge and will remove configuration files as well as executable components; use -r for a more cautious removal): sudo dpkg -P vufind +
- +
-Once everything is set up, you should have a working copy of VuFind in /usr/local/vufind.  You may want to restart your system one more time to be sure all the new settings are in place, then you can proceed to [[installation_ubuntu#configuring_and_starting_vufind|Configuring and Starting VuFind]] below to finish setup and get things running! +
- +
-====== Detailed Installation Instructions ====== +
- +
-Following these steps will give you a running instance of VuFind.  Note that if you already followed the steps above to install VuFind from the DEB package, you can skip this entire section! +
- +
- +
-===== 1. Update the system ===== +
- +
-The first step is to make sure you have the latest patches installed. +
- +
-<code bash> +
-sudo apt-get dist-upgrade +
-</code> +
- +
-After installing patches, you should probably reboot your system so that everything can take effect: +
- +
-<code bash> +
-sudo shutdown -r now +
-</code> +
- +
-===== 2. Install Apache HTTP Server ===== +
-Now install the Apache web server.  This will facilitate communication between VuFind and web browsers.  The following lines accomplish three things:  the first line installs Apache, the second line turns on the URL rewriting module required by VuFind, and the third line restarts the server to activate the newly-installed module. +
- +
-<code bash> +
-sudo apt-get -y install apache2 +
-sudo a2enmod rewrite +
-sudo /etc/init.d/apache2 force-reload +
-</code> +
- +
-===== 3. Install MySQL ===== +
- +
-VuFind uses the MySQL database for storing user comments, tags and other information.  You should install this component next: +
- +
-<code bash> +
-sudo apt-get -y install mysql-server +
-</code> +
- +
-Note: During installation, you will be prompted for a MySQL root password.  For better security, it is a good idea to set this; if you do, be sure you remember it so you can configure VuFind to access the database later. +
- +
-NoteIf you would like to do web-based administration of your database, you may also find it helpful to install the phpmyadmin tool: sudo apt-get install phpmyadmin +
- +
-===== 4. Install PHP ===== +
- +
-Most of VuFind is written using the PHP language.  We must install this next, being sure to enable modules for key technologies used by VuFind (MySQL, LDAP, etc.) +
- +
-<code bash> +
-sudo apt-get -y install php5 php5-dev php-pear php5-ldap php5-mysql php5-xsl php5-pspell php5-gd +
-</code> +
- +
-Note that the php5-ldap library is only needed if you will be using LDAP authentication, and the php5-pspell library is not used at all but might feature in future spelling-related enhancements; you can exclude these packages if you like.  The php5-gd package is also optional, though including it will ensure better support for cover images.  PHP's mbstring library is strongly recommended, but as of this writing, it appears to be automatically included in the php5-dev package. +
- +
-If you are a Voyager library, you will also need to install the [[installation_ubuntu#php_oci_driver_for_oracle|PHP OCI Driver for Oracle]] – see the section below for detailed instructions. +
- +
-If you will be accessing a Sybase database (e.g. for the Horizon LMS), also install php5-sybase: +
- +
-<code bash> +
-sudo apt-get -y install php5-sybase +
-</code> +
- +
- +
- +
- +
-===== 5. Install the Java JDK ===== +
-Next install the JDK (Java Development Kit) on the server – VuFind's searching back-end relies on Java. +
- +
-<code bash> +
-sudo apt-get -y install default-jdk +
-</code> +
- +
-//Note: These instructions used to recommend using the Sun JDK (package: sun-java6-jdk) rather than the default.  However, sun-java6-jdk is harder to install in Ubuntu 10.x and higher, and the default JDK seems to work just as well.// +
- +
-//Note: You can run the Jetty server with the JRE, but in order to ensure that your server  +
-can run with the "-server" to enable server heuristics, you need to install the JDK.// +
- +
-===== 6. Download VuFind ===== +
-All the prerequisites are in place, so now for the fun part – downloading and installing VuFind itself!  The easiest method is through the Subversion tool, so these steps install Subversion and use it to load VuFind: +
- +
-<code bash> +
-sudo apt-get install subversion +
-svn export --force https://vufind.svn.sourceforge.net/svnroot/vufind/releases/VuFind-1.3 /tmp/vf_download +
-sudo mv /tmp/vf_download /usr/local/vufind +
-</code> +
- +
-Note that we download VuFind to the tmp directory and then move it into place as a second step -- this prevents it from being loaded with "root" ownership, which can cause permission problems. +
- +
-If you prefer not to use Subversion, you can also download the software from the [[http://www.vufind.org/downloads.php|downloads page]] and unpack it manually. +
- +
-Apache needs to have write access to some of the VuFind subdirectories – these commands set that up: +
- +
-<code bash> +
-sudo chown www-data:www-data /usr/local/vufind/web/interface/compile +
-sudo chown www-data:www-data /usr/local/vufind/web/interface/cache  +
-sudo chown www-data:www-data /usr/local/vufind/web/images/covers/+
-</code> +
- +
-===== 7. Link VuFind to Apache ===== +
- +
-Apache needs to have some extra VuFind settings loaded.  Run this command to make Apache aware of VuFind's configuration file: +
- +
-<code bash> +
-sudo ln -s /usr/local/vufind/httpd-vufind.conf /etc/apache2/conf.d/vufind +
-</code> +
- +
-Apache needs to be restarted so the changes can take effect: +
- +
-<code bash> +
-sudo /etc/init.d/apache2 reload +
-</code> +
- +
- +
-===== 8. Install VuFind ===== +
- +
-The groundwork is setso you can now run VuFind's install script to set up final details.  This will prompt you for database settings; most can be left at their defaults.  Now is when you'll need to remember the root MySQL password if you set one up earlier.  You may see some minor errors and warnings while everything gets set up – this is normal, so don't panic! +
- +
-<code bash> +
-cd /usr/local/vufind +
-sudo /usr/local/vufind/install +
-</code> +
- +
-Scripts for running and updating VuFind need to be made executable so they can run from the command line: +
-<code bash> +
-sudo chmod +x /usr/local/vufind/vufind.sh +
-sudo chmod +x /usr/local/vufind/import-marc.sh +
-</code> +
- +
- +
-===== 9. Set Up Environment Variables ===== +
-Some environment variables need to be set so that VuFind-related scripts can find Java and VuFind itself.  If you plan on running VuFind under a specific user account, you should set these only for that user.  If you want to make the settings global for all accounts (the easiest, but not necessarily the best, approach), just run this code to add the necessary lines to the /etc/profile file: +
- +
-<code bash> +
-sudo sh -c 'echo export JAVA_HOME=\"/usr/lib/jvm/default-java\>> /etc/profile' +
-sudo sh -c 'echo export VUFIND_HOME=\"/usr/local/vufind\"  >> /etc/profile' +
-</code> +
- +
-//Note: If you are using the Sun JVM instead of the default JVM, your JAVA_HOME path should actually be /usr/lib/jvm/java-6-sun.// +
- +
-After editing /etc/profile, you must reload it for the changes to take effect: +
- +
-<code bash> +
-source /etc/profile +
-</code> +
- +
-===== 10. Final Configuration ===== +
- +
-Everything is set up - proceed to [[installation_ubuntu#configuring_and_starting_vufind|Configuring and Starting VuFind]] below. +
- +
-====== PHP OCI Driver for Oracle ====== +
-There are a few steps if you need to install the OCI8 libraries.  +
- +
-===== 1. Upgrade PEAR ===== +
-First, upgrade pear to the latest version((see [[http://www.itslot.com/oci8_php5_ubuntu|adapted from pipe's blog]])). +
- +
-<code bash> +
-sudo pear upgrade pear +
-</code> +
- +
-===== 2. Download and Extract the Oracle Instant Client ===== +
- +
-Create a directory to store the Oracle code and then switch to it: +
- +
-<code bash> +
-sudo mkdir -p /opt/oracle +
-cd /opt/oracle +
-</code> +
- +
-Now, you need to get the [[http://www.oracle.com/technology/software/tech/oci/instantclient/index.html|Oracle Instant Client]] (at a minimum you need Basic and SDK zip files).   You will need to accept a license agreement and log in to Oracle's site (free account creation) in order to download the files - grab them with your web browser (be sure to select the appropriate Linux code for your hardware) and then transfer them to the /opt/oracle directory that you just created. +
- +
-Install the unzip utility (for extracting files from the archives) if you haven't already: +
- +
-<code bash> +
-sudo apt-get install unzip +
-</code> +
- +
-Unzip the files (note that some versions of the libraries may have longer filenames - substitute as necessary): +
- +
-<code bash> +
-sudo unzip basic.zip +
-sudo unzip sdk.zip +
-</code> +
- +
-Set up some symbolic links to make the paths simpler and easier to upgrade: +
- +
-<code bash> +
-sudo ln -s instantclient_11_1 instantclient +
-cd /opt/oracle/instantclient +
-sudo ln -s libclntsh.so.11.1 libclntsh.so +
-sudo ln -s libocci.so.11.1 libocci.so +
-</code> +
- +
-Note that numbers in some filenames may vary depending on the version you downloaded. +
- +
- +
-===== 3. Install the Client and PHP Extension ===== +
- +
-Now add the Instant Client to the system dynamic library loader. +
- +
-<code bash> +
-sudo sh -c 'echo /opt/oracle/instantclient > /etc/ld.so.conf.d/oracle-instantclient' +
-</code> +
- +
-You will need the make utility if you do not already have it.  Install it like this: +
- +
-<code bash> +
-sudo apt-get install make +
-</code> +
- +
-Now compile and install the OCI8 package with PECL  +
- +
-<code bash> +
-sudo pecl install oci8 +
-</code> +
- +
-Note, you will be prompted for the instantclient directory, so when you're prompted, just enter +
- +
-<code bash> +
-instantclient,/opt/oracle/instantclient +
-</code> +
- +
-Now install the PHP extension and restart Apache +
- +
-<code bash> +
-sudo sh -c 'echo extension=oci8.so > /etc/php5/apache2/conf.d/oci8.ini' +
-sudo /etc/init.d/apache2 restart +
-</code> +
- +
- +
-===== 4. Set up PDO_OCI ===== +
- +
-If VuFind doesn't work for you with just the OCI8 package installed, you may also need PDO_OCI.  (Notes adapted from [[http://ubuntuforums.org/showthread.php?p=7581997|this page]]). +
- +
-Install some prerequisites: +
- +
-<code bash> +
-sudo apt-get install --yes build-essential libaio1 +
-</code> +
- +
-Download and unzip the package: +
- +
-<code bash> +
-sudo mkdir -p /tmp/pear/download/ +
-cd /tmp/pear/download/ +
-sudo pecl download pdo_oci +
-sudo tar xvf PDO_OCI-1.0.tgz +
-cd PDO_OCI-1.0 +
-</code> +
- +
-Edit the config.m4 file... +
- +
-Add these lines: +
- +
-<code> +
-    elif test -f $PDO_OCI_DIR/lib/libclntsh.$SHLIB_SUFFIX_NAME.11.1; then +
-      PDO_OCI_VERSION=11.1     +
-</code> +
- +
-above these lines: +
- +
-<code> +
-    elif test -f $PDO_OCI_DIR/lib/libclntsh.$SHLIB_SUFFIX_NAME.10.1; then +
-      PDO_OCI_VERSION=10.1     +
-</code> +
- +
-Also add these lines: +
- +
-<code> +
-      11.1) +
-        PHP_ADD_LIBRARY(clntsh, 1, PDO_OCI_SHARED_LIBADD) +
-        ;; +
-</code> +
- +
-above these lines: +
- +
-<code> +
-      *) +
-        AC_MSG_ERROR(Unsupported Oracle version! $PDO_OCI_VERSION) +
-        ;; +
-</code> +
- +
-Now build everything: +
- +
-<code bash> +
-sudo phpize +
-sudo mkdir -p /opt/oracle/instantclient/lib/oracle/11.1 +
-sudo ln -s /opt/oracle/instantclient/sdk /opt/oracle/instantclient/lib/oracle/11.1/client +
-sudo ln -s /opt/oracle/instantclient /opt/oracle/instantclient/lib/oracle/11.1/client/lib +
-sudo ln -s /usr/include/php5 /usr/include/php +
-sudo ./configure --with-pdo-oci=instantclient,/opt/oracle/instantclient,11.1 +
-sudo make +
-sudo make install +
-</code> +
- +
-Add the newly-built module to Apache: +
- +
-<code bash> +
-sudo sh -c 'echo extension=pdo_oci.so > /etc/php5/apache2/conf.d/pdo_oci.ini' +
-sudo /etc/init.d/apache2 restart +
-</code> +
- +
-====== Configuring and Starting VuFind ====== +
- +
-Regardless of the method you used to set up VuFind, you will need to follow these steps to configure final details and get the code running. +
- +
-===== 1. Configure VuFind ===== +
- +
-The software is installed, but you still need to configure it with things like your site's base URL and keys for various third-party services.  Edit the /usr/local/vufind/web/conf/config.ini file to personalize VuFind for your library.  The configuration file contains comments that should help you along the way. +
- +
-You can use any text editor; if you are new to this, you might find Nano relatively easy (it's not beautiful, but at least the command reference is visible on the screen!): +
- +
-<code bash> +
-sudo nano /usr/local/vufind/web/conf/config.ini +
-</code> +
- +
-===== 2. Start VuFind ===== +
- +
-To start VuFind: +
- +
-<code bash> +
-cd /usr/local/vufind/ +
-./vufind.sh start +
-</code> +
- +
-For more information on managing the operation of the VuFind server, including how to make it start automatically, see the [[Starting and Stopping VuFind]] page. +
- +
-===== 3. Import Records ===== +
- +
-VuFind won't do much good without any data – see the [[Importing Records]] page for more details on loading your content into the system. +
- +
-===== 4. Secure Your System ===== +
- +
-Congratulations -- you now have a running copy of VuFind.  However, you should be aware of security concerns.  See the [[Security]] page for some VuFind-specific notes, and take some time to learn about general issues in Unix security if you are not already familiar with the topic; [[http://www.linuxsecurity.com/|LinuxSecurity.com]] is one good source for news and tutorials. +
- +
-===== 5. Mail Issues===== +
-If you are unable to use "text this" and "email this" try installing: +
-<code bash> +
-pear install Mail-1.2.ob2 +
-pear install Net_SMTP +
-</code>+
 ---- struct data ---- ---- struct data ----
 +properties.Page Owner : 
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legacy/installation/ubuntu.1336048611.txt.gz · Last modified: 2014/06/13 13:13 (external edit)