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This tutorial presents step-by-step method to install DSpace, an open source digital library software.
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RAJEEV KUMARComputer Programming OfficerSAARC Doc. Centre, New Delhi
Dspce
Required Software
Operating System:Linux: Redhat/Fedora, Suse,Mandrake, Debian
etc.Unix: Solaris (Sun system), - ( HP UX Hewlett
)Packard , AIX (IBM), Mac OS X Mail server (Sendmail/postfix) RDBMS (postgres/oracle) DSpace Java compiler (jdk) Java Servlet Container Ant
Java build tool, similar to make in the world of ‘C’Complies java programs of dspace source code,
generates war files
Role of RDBMSDatabase backend (postgres/oracle) of
DSpace, stores information on:CommunitiesCollectionMembers - passwordsE-groups etc.
Step1: Linux InstallationStrongly advise to Load Linux fully unless
you are a Linux GuruMake sure the following are installed
Mail serverCopy all the files provided on CD-ROM
tar.gz files in /dspace directoryOr Download the following (or latest) files
from Internet jdk1.5.0_02.tar.gz (java compiler) apache-ant-1.7.0-bin.tar.gz (ant) postgresql-8.2.7.tar.gz (RDBMS) apache-tomcat-5.5.25.tar.gz (servlet container) postgresql-8.3-603.jdbc2.jar (jdbc driver for
postgres) dspace-source-1.4.2.tar.gz (dspace software)
Step 2: Installation of Java
Install Java 1.4 or later You need to login as Linux root user to install Use the command bellow to install
#cd /dspace#tar –zxvf jdk1.5.0_02.tar.gz [to uncompress
the file]#rm /usr/bin/java [remove the original java binary
if any] #cd /usr/bin #ln -s /dspace/jdk1.5.0_02/bin/java java [create
Symbolic link to newly installed java if any]
Step 2: Installation of Java (contd..)Define java home PATH by the commands:
#JAVA_HOME=/dspace/jdk1.5.0_02 [ setting variable to point Java directory]
#export JAVA_HOME To set the environment variable JAVA_HOME
permanently (get set at the time of system boot) do the following #vi /etc/profile (open /etc/profile file) Add the two lines bellow at the end of the file.
JAVA_HOME=/dspace/jdk1.5.0_02 export JAVA_HOMESave the file (press ESC :wq), this will set the
variable JAVA_HOME when system boots
Step 3:Configuring Mail Server
You may use any of the following mail serversSendmailPostfixExim
Note: Here sendmail is explained
Step 3: Sendmail configuration: Simple approach
Case I:If your organization has a mail server Open /etc/mail/sendmail.mc Replace the line having dnl define(`SMART_HOST', `smtp.your.provider')dnl Remove dnl and enter your mail server name Ex: define(`SMART_HOST', `nsdl.niscair.res.in')dnl
Step 3: sendmail configurationcontd..
Case II: If you want to use the same system as mail server
Comment the following lineDAEMON_OPTIONS(`Port=smtp,Addr=12
7.0.0.1, Name=MTA')dnlEx:dnl #
DAEMON_OPTIONS(`Port=smtp,Addr=127.0.0.1, Name=MTA')dnl
Step 3: sendmail configurationcontd..
Save the file (press ESC :wq) Run
#m4 /etc/mail/sendmail.mc > /etc/mail/sendmail.cf
#service sendmail restart OR#/etc/init.d/sendmail restart
Step 4: Apache-ant installation Check apache ant is already installed or not
using the command: #which ant You need to login as Linux root user If not installed type the following commands to
install #cd /dspace#tar -zxvf apache-ant-1.7.0-bin.tar (extract
files)
Step 4: Apache-ant installationDefine a path to the apache ant binary by the
commands #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin #export PATH
To add apache-ant path in PATH variable permanently do the following Open the file /etc/profile and add the two line below
towards the end of the file. #vi /etc/profile #PATH=$PATH:/dspace/apache-ant-1.7.0 /bin #export PATH
Save the file (Press ESC :wq)
Step 5: PostgreSQL installationYou need to become Linux root user to
install postgresqlUse the following commands to install
#cd /dspace #tar -zxvf postgresql-8.2.7.tar.gz (extract files) #cd /dspace/postgresql-8.2.7 #./configure (it will install postgres in
/usr/local/pgsql directory) #gmake #gmake install #useradd postgres [ create postgres user] #mkdir /usr/local/pgsql/data #chown -R postgres /usr/local/pgsql/data (change
owner of the data directory to postgres) #su - postrgres
Step 5: PostgreSQL installation(contd..)
Start posgres by doing the following $/usr/local/pgsql/bin/initdb -D
/usr/local/pgsql/data $/usr/local/pgsql/bin/pg_ctl -D
/usr/local/pgsql/data start Create a dspace database, owned by the dspace –a PostgreSQL
user by doing the following $/usr/local/pgsql/bin/createuser -U postgres -d -
A -P dspace [Enter a password for the DSpace database]
$/usr/local/pgsql/bin/createdb -U dspace -E UNICODE dspace
$vi /usr/local/pgsql/data/postgresql.conf uncomment the line starting: listen_addresses = 'localhost' (i.e. delete # at
the beginning of line) $vi /usr/local/pgsql/data/pg_hba.conf
add follwing line in the section # IPv4-style local connections
host dspace dspace 127.0.0.1 255.255.255.255 md5
Logout from postgres user #exit
Step 6: Installation of Apache Tomcat
You have to become root user and type the following commands #cd /dspace #tar -zxvf apache-tomcat-5.5.25.tar.gz [extract files]
Set the environment variable JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8" by doing the following #JAVA_OPTS="-Xmx512M -Xms64M -
Dfile.encoding=UTF-8" #export JAVA_OPTS
To make it permanent do the following: # vi /etc/profile and add the two line below towards the end of the file.
JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"
export JAVA_OPTS Save the file (type ESC :wq)
Step 6: Installation of Apache Tomcat # vi /dspace/apache-tomcat-5.5.25/conf/server.xml
locate the following section <!-- Define a non-SSL HTTP/1.1 Connector on port
8080 --> <Connector port="8080" maxThreads="150" minSpareThreads="25" maxSpareThreads="75" enableLookups="false" redirectPort="8443" acceptCount="100" connectionTimeout="20000" disableUploadTimeout="true" />
and add the line URIEncoding="UTF-8" in this section like <!-- Define a non-SSL HTTP/1.1 Connector on
port 80 --> <Connector port="80" maxThreads="150" minSpareThreads="25" maxSpareThreads="75" enableLookups="false" redirectPort="8443" acceptCount="100" connectionTimeout="20000" disableUploadTimeout="true" URIEncoding="UTF-8" />
Save the file (press ESC :wq)
Step 7: Installation of Dspace You have to login as Linux root user Create the DSpace Linux user by using the commands
#groupadd dspace [create group] #useradd dspace –g dspace [ create dspace user] #chown -R dspace.dspace /dspace/apache-tomcat-5.5.25 [ change the
owner and group of tomcat directory to dspace, so as to run as dspace user
#cd /dspace #tar -zxvf dspace-source-1.4.2.tar.gz
It creates a directory name like dspace-1.4.2-source Copy jdbc driver for postgresql to /dspace/dspace-1.4.2-source/lib
directory. To do this perform the following: Copy a jdbc driver for postgresql i.e. postgresql-8.3-603.jdbc2.jar file
to /dspace/dspace-1.4.2-source/lib #cp /dspace/ postgresql-8.3-603.jdbc2.jarr /dspace/dspace-1.4.2-
source/lib #chown -R dspace.dspace /dspace/dspace-1.4.2-source [ change the
owner and group of dspace directory to dspace]
Step 7: Installation of Dspacecontd.. #su -l dspace $cd /dspace/dspace-1.4.2-source Open the file /dspace/dspace-1.4.2-source/config/dspace.cfg and set the
following properties $vi /dspace/dspace-1.4.2-source/config/dspace.cfg dspace.url = [like http://192.168.3.203/dspace] dspace.hostname = [hotsname or IP address of server] dspace.name =[ dspace name like name of your Institution eg. NISCAIR
Digital Library] db.password = [the password you entered in the last step of
postgesql installation] mail.server =[hostname or IP address of server ex.
mail.niscair.res.in] mail.from.address = [email address] feedback.recipient =[email address] mail.admin = [email address of admin] alert.recipient =[email address (not essential but very useful!)] Save the file $cd /dspace/dspace-1.4.2-source
Step 7: Installation of Dspacecontd..
Compile and install DSpace by doing the following $/dspace/apache-ant-1.7.0 /bin/ant fresh_install $cp /dspace/dspace-1.4.2-source/build/*.war /dspace/apache-
tomcat-5.5.25/webapps/dspace/ Define CLASSPATH for dspace classes by doing
following $vi /dspace/dspace-1.4.2-source/bin/dsrun
Append following lines at the end of file CLASSPATH=$CLASSPATH:/dspace/apache-tomcat-
5.5.25/webapps/dspace/WEB-INF/classes FULLPATH=$CLASSPATH:$jJARS:$DSPACEDIR/
config Create an initial administrator account by the
command $/dspace/dspace-1.4.2-source/bin/create-administrator You need to provide some information like admin user
name, email ID and so on
Step 7: Installation of Dspacecontd..
Start tomcat by the command $/dspace/apache-tomcat-5.5.25 /bin/startup.sh
Point your browser to the URL: http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace
Access admin UI by point your browser to the URL: http://HOSTNAME_OR_IP_ADDRESS_OF_SERVER/dspace/dspace-admin
eg. http://192.168.3.203/dspace
Installation of Dspace- Summary Dspace is based on open source technlogy The installation process is some what complex
for new users The following components should properly work :
Postgresql serverJdbc driver for postgres serverApache tomcat
Initially there may be few errors related to above components if not properly installed
Cron jobs To perform certain task periodically we may use cron jobs by typing
following command:# crontab -e # Send out subscription e-mails at 01:00 every day
0 1 * * * /dspace/bin/sub-daily# Run the media filter at 02:00 every day
0 2 * * * /dspace/bin/filter-media# Generate full-text index at 2.15 an
15 2 * * * /dspace/bin/index-all# Clean up the database nightly at 2.40am
40 2 * * * vacuumdb --analyze dspace > /dev/null 2>&1" > /var/spool/cron/dspace
* * * * *Minute 0-59 Hour 0-23 (0 =
midnight)Day 1-31 Month 1-12 Weekday 0-6 (0
= Sunday)
Starting apache tomcat on bootTo make your repository start at the
boot time adds the following to /etc/rc.d/rc.local
su –l dspace –c ‘/dspace/apache-tomcat-5.5.25/bin/startup.sh
Trouble shooting..
Check your environment variable by giving the following commands
echo $PATHecho $JAVA_HOMESee whether java’s bin directory is in your PATHJAVA_HOME is pointing to Java directoryChange your /dspace/.bash_profile
Trouble shooting: while fresh_install
Mostly you get database related errors, the cause could beYou did not copy jdbc drivers in dspace-
source/lib directoryOr changes in the postgresql .conf file were
not made at all, or done improperly
Trouble shooting: Once you launch DSpace
If you do not see dspace on the screenTomcat was not launchedOr the port (8080) was already in useYou started tomcat second timeSolutionKill tomcat if you have started second time (using
ps –a | grep java or killall javaChange to another port in
tomcat/config/server.xml Check $TOMCAT-HOME/logs/catalina.out For specific problem identification
Troubleshooting: Internal System Error
Most common error message To generic and is not specific The reasons could be many
Check /dspace/log/dspace.log file, which may provide the specific problem
Trouble-shooting: Fails to sendmal
Mail configuration is wrong You did not make mail server entry in
/dspace/conf/dspace.cfg file DNS problem You do not have FQDN (Fully Qualified Domain
Name) for you systemIt should hostname.domainname
Ex: localhost.localdomain (not just localhost)nsdl.niscair.res.in ( not jst nsdl)
LOG FILES$TOMCAT_HOME/logs/catalina.out/dspace/log/dspace.log