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<title>VIVO Release 1 V1.4 Installation Guide</title>
<title>VIVO Release V1.4 Installation Guide</title>
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<h1 class="vivo-logo"><a href="/"><span class="displace">VIVO</span></a></h1>
<h1 class="vivo-logo"><a href="http://vivoweb.org"><span class="displace">VIVO</span></a></h1>
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<h1>VIVO Release 1 V4 Installation Guide</h1>
<small>
December 9, 2011
</small>
<br>
<hr><!-- Page break --><!-- Installation process for V1.4 --><h2 id="installation">Installation process for V1.4</h2>
<h1>VIVO Release V1.4 Installation Guide</h1>
<div>
December 10, 2011
</div>
<p>
This document is a summary of the VIVO installation process. This
and other documentation can be found on the <a href="http://vivoweb.org/support">support page</a>
at <a href="http://vivoweb.org">VIVOweb.org</a>
This document is a summary of the VIVO installation
process. For information about this release, consult
the <a href="release.html">VIVO v1.4 Release
Announcement</a>. This and other documentation can be found on
the <a href="http://vivoweb.org/support">support
page</a> at <a href="http://vivoweb.org">VIVOweb.org</a>.
</p>
<ul>
<li>
These instructions assume that you are performing a clean
install, including emptying an existing database, emptying the VIVO
home directory, and removing a previous installation from the Tomcat
webapps directory. Product functionality may not be as expected if you
install over an existing installation of an earlier version.
</li>
<li>
If you are going to upgrade an existing service, please consult
the "upgrade" files in this directory.
</li>
</ul>
<p>
VIVO Developers: If you are working on the VIVO source code from
Subversion, the instructions are slightly different. Please consult
developers.txt in this directory.
</p>
These instructions assume that you are performing a clean
install, including emptying an existing database, emptying the VIVO
home directory, and removing a previous installation from the Tomcat
webapps directory. Product functionality may not be as expected if you
install over an existing installation of an earlier version.
</p><p>
If you are going to upgrade an existing deployment, please consult
the <a href="upgrade-1.4.html">Release 1 V1.4 Upgrade Guide</a> in this directory.
</p><p>
VIVO Developers: If you are working on the VIVO source code from
Subversion, the instructions are slightly different. Please consult
<a href="developers.txt">developers.txt</a> in this directory.
<p>
<h3>Where does VIVO live on your computer?</h3>
<p>
Before beginning the installation, let's look at the four locations
@ -48,10 +47,10 @@
</p>
<h4>The VIVO distribution directory</h4>
<p>
This is created when you unpack the VIVO distribution file (see <a href="#download_code">Step III</a>, below). This is where you will
This directory is created when you unpack the VIVO distribution file (see <a href="#download_code">Step III</a>, below). This directory is where you will
create your deploy.properties file (see <a href="#deploy_properties">Step
V</a>, below), and where you will make any modifications to the VIVO
theme or code. You can create this wherever you choose.
theme or code. You can create this directory wherever you choose.
</p>
<h4>VIVO inside Tomcat</h4>
<p>
@ -66,25 +65,24 @@
<h4>The VIVO home directory</h4>
<p>
VIVO will use this area to store some of the data it uses. Uploaded
image files are stored here, and the search index is stored here also.
image files are stored here, and the Solr home directory is stored here also.
You can create this wherever you choose. Tell VIVO where to find the
home directory by setting <code>vitro.home.directory</code>
in the
deploy.properties file (see <a href="#deploy_properties">Step V</a>,
in the deploy.properties file (see <a href="#deploy_properties">Step V</a>,
below). You must create this directory before starting VIVO, and you
must ensure that Tomcat has permission to read and write to this
directory when it runs.
</p>
<h4>The MySQL database</h4>
<p>
Essentially all of the data that you store in VIVO will be given to
MySQL for storage. The actual location of this data depends on what
system you have, and on how you install MySQL (see <a href="#required_software">Step I</a>, below). but you wont need to
know the location. You will access the data through VIVO, or
The data that you add into VIVO will be stored in a MySQL database. The
actual location of this data depends on what
system you have, and on how you install MySQL (see <a href="#required_software">Step I</a>, below).
You will typically access the data through VIVO, or
occasionally through the MySQL client application.
</p>
<toc>
<h3>Steps to Installation</h3>
<h3>Installation Instructions</h3>
<ol class="roman1">
<li>
<a href="#required_software">Install required software</a>
@ -115,7 +113,7 @@
using "Contact Us" form)</a>
</li>
<li>
<a href="#tomcat_connector">Setup Apache Tomcat Connector</a>
<a href="#tomcat_connector">Set up Apache Tomcat Connector</a>
</li>
<li>
<a href="#external_auth">Using an External Authentication
@ -136,17 +134,17 @@
</p>
<ul>
<li>
Java (SE) 1.6 or higher, <a href="http://java.sun.com">http://java.sun.com</a>
Java (SE) 1.6.x* <a href="http://java.sun.com">http://java.sun.com</a>
(Not OpenJDK)
</li>
<li>
Apache Tomcat 6.x, <a href="http://tomcat.apache.org">http://tomcat.apache.org</a>
Apache Tomcat 6.x or 7.x <a href="http://tomcat.apache.org">http://tomcat.apache.org</a>
</li>
<li>
Apache Ant 1.7 or higher, <a href="http://ant.apache.org">http://ant.apache.org</a>
</li>
<li>
MySQL 5.1 or higher*, <a href="http://www.mysql.com">http://www.mysql.com</a>
MySQL 5.1 or higher**, <a href="http://www.mysql.com">http://www.mysql.com</a>
</li>
</ul>
<p>
@ -157,14 +155,12 @@
support websites.
</p>
<p>
* Note that VIVO V1.4 will not run on older versions of MySQL that
may have worked with 1.1.1. Be sure to run VIVO 1.4 with MySQL 5.1 or
** Note that from version V1.2 onward VIVO does
not support older versions of MySQL that
may have worked with 1.1.1. Be sure to use MySQL 5.1 or
higher. Using unsupported versions may result in strange error messages
related to table formatting or other unexpected problems.
</p>
<p>
* Note that VIVO is not yet compatible with Tomcat 7.
</p>
<h3 id="create_database">II. Create an empty MySQL database </h3>
<p>
Decide on a database name, username, and password. Log into your
@ -191,7 +187,7 @@
<br>
</h3>
<p>
Download the VIVO application source as either <code>rel-4.zip</code>
Download the VIVO application source as either <code>rel-1.4.zip</code>
or <code>rel-1.4.gz</code>
file and unpack it on your web server:
<br>
@ -213,7 +209,7 @@
<em>External authentication:</em>
If you want to use an external
authentication system like Shibboleth or CUWebAuth, you will need to
set two additional properties in this file. See the section below
set two additional properties in this file. See the step below
entitled <a href="#external_auth">Using an External Authentication
System with VIVO</a>.
</p>
@ -235,11 +231,11 @@
the client. To make this possible, VIVO's default namespace must have a
certain structure and begin with the public web address of the VIVO
installation. For example, if the web address of a VIVO installation is
"http://vivo.example.edu/" the default namespace must be set to
"http://vivo.example.edu/", the default namespace must be set to
"http://vivo.example.edu/individual/" in order to support linked data.
Similarly, if VIVO is installed at "http://www.example.edu/vivo" the
Similarly, if VIVO is installed at "http://www.example.edu/vivo", the
default namespace must be set to
"http://www.example.edu/vivo/individual/"<h5>* The namespace must end with "individual/" (including the
"http://www.example.edu/vivo/individual/".<h5>* The namespace must end with "individual/" (including the
trailing slash).</h5>
</td>
</tr>
@ -635,6 +631,22 @@
/usr/local/vivo/harvester/
</td>
</tr>
<tr>
<td colspan="2">
Types of individual for which we can create proxy editors.
If this is omitted, defaults to http://www.w3.org/2002/07/owl#Thing
</td>
</tr>
<tr class="odd_row">
<td>
proxy.eligibleTypeList
</td>
<td>
http://xmlns.com/foaf/0.1/Person, http://xmlns.com/foaf/0.1/Organization
</td>
</tr>
</tbody>
</table>
<h3 id="deploy">V. Compile and deploy</h3>
@ -670,14 +682,16 @@
<h4>Set security limits</h4>
<p>
VIVO is a multithreaded web application that may
require more threads than are permitted under your Linux installation's
default configuration. Ensure that your installation can support the
required number of threads by making the following edits to <code>/etc/security/limits.conf</code>:
require more threads than are permitted under your
Linux installation's default configuration. Ensure
that your installation can support the required number
of threads by making the following edits
to <code>/etc/security/limits.conf</code>:
</p>
<pre> apache hard nproc 400<br> tomcat6 hard nproc 1500 <br> </pre>
<h4>Set URI encoding</h4>
<p>
In order for Solr to correctly search for international characters (>127),
In order for VIVO to correctly handle international characters,
you must configure Tomcat to conform to the URI standard by
accepting percent-encoded UTF-8.
</p>
@ -696,58 +710,82 @@
</pre>
<h4>Take care when creating Context elements</h4>
<p>
Each of the webapps in the VIVO distribution (VIVO and Solr) includes a "context fragment" file,
containing some of the deployment information for that webapp.
Each of the webapps in the VIVO distribution (VIVO and
Solr) includes a "context fragment" file, containing
some of the deployment information for that webapp.
</p>
<p>
Tomcat allows you to override these context fragments by adding Context elements to "server.xml".
If you decide to do this, be sure that your new Context element includes the necessary
deployment parameters from the overridden context fragment.
Tomcat allows you to override these context fragments
by adding Context elements to "server.xml". If you
decide to do this, be sure that your new Context
element includes the necessary deployment parameters
from the overridden context fragment.
</p>
<p>
See <a href="#tomcat_connector">Section X</a> below,
See <a href="#tomcat_connector">Step X</a> below,
for an example of overriding the VIVO context fragment.
</p>
<h3 id="start_tomcat">VII. Start Tomcat </h3>
<p>
Most Tomcat installations can be started by running <code>startup.sh</code>
or <code>startup.bat</code>
in Tomcat's bin directory. Point your
browser to "http://localhost:8080/vivo/" to test the application. If
Tomcat does not start up, or the VIVO application is not visible, check
the files in Tomcat's logs directory. Error messages are commonly found
in <code>catalina.out</code>
or <code>localhost.log</code>
or <code>startup.bat</code> in Tomcat's bin directory. Point your
browser to <a href="http://localhost:8080/vivo/">http://localhost:8080/vivo</a> (or the appropriate URL based on the <code>webapp.name</code> value in deploy.properties) to test the application.
</p>
<p>
On start up VIVO will run some diagnostic tests. If a
problem is detected, the normal VIVO pages will redirect
to a startup status page describing the problem. You
can stop tomcat, attempt to fix the problem and
proceed from <a href="#deploy">Step V</a>. The
startup status page may offer a continue link which
will allow you to use VIVO inspite of the problems.
<p>
If Tomcat does not start up, or the VIVO application
is not visible, check the files in Tomcat's logs
directory. Error messages are commonly found
in <code>tomcat/logs/catalina.out</code>
or <code>tomcat/logs/vivo.all.log</code>
or <code>tomcat/logs/localhost.log.</code>
</p>
<h3 id="add_rdf">VIII. Log in and add RDF data </h3>
<p>
If the startup was successful, you will see a welcome message
informing you that you have successfully installed VIVO. Click the "Log
in" link near the upper right corner. Log in with the <code>rootUser.emailAddress</code>
you set up in Step IV. The initial password for the root account is
"rootPassword" (without the quotes). On first login, you will be
prompted to select a new password and verify it a second time. When login is
complete, the search index is checked and, if it is empty,
a full index build will be triggered in the background, in order to ensure
complete functionality throughout the site.
If the startup was successful, you will see a welcome
message informing you that you have successfully
installed VIVO. Click the "Log in" link near the upper
right corner. Log in with
the <code>rootUser.emailAddress</code> you set up in
Step IV. The initial password for the root account is
"rootPassword" (without the quotes). On first login,
you will be prompted to select a new password and
verify it a second time. When login is complete, the
search index is checked and, if it is empty, a full
index build will be triggered in the background in
order to ensure complete functionality throughout the
site.
</p>
<p>
After logging in, you will be presented with a
menu of editing options. Here you can create OWL classes, object
properties, data properties, and configure the display of data.
Currently, any classes you wish to make visible on your website must be
part of a class group, and there are a number of visibility and display
options available for each ontology entity. VIVO comes with a core VIVO
ontology, but you may also upload other ontologies from an RDF file.
After logging in, you can navigate to the "Site Admin" page that presents a menu of
editing options. Here you can create OWL classes,
object properties, data properties, and configure the
display of data. Currently, any classes you wish to
make visible on your website must be part of a class
group and any individual must have an rdfs:label.
There are a number of visibility and display options
available for classes and properites. VIVO comes with a
core VIVO ontology, but you may also upload other
ontologies from an RDF file.
</p>
<p>
Under the "Advanced Data Tools" click "Add/Remove RDF Data." Note
that Vitro currently works best with OWL-DL ontologies and has only
limited support for pure RDF data. You can enter a URL pointing to the
RDF data you wish to load or upload from a file on your local machine.
Ensure that the "add RDF" radio button is selected. You will also
likely want to check "create classgroups automatically."
Under the "Advanced Data Tools" section, click "Add/Remove RDF
Data." Note that Vitro currently works best with
OWL-DL ontologies and has only limited support for
pure RDF data. You can enter a URL pointing to the
RDF data you wish to load or upload the RDF data from a file on
your local machine. Ensure that the "add RDF" radio
button is selected. You will also likely want to check
"create classgroups automatically."
</p>
<p>
Clicking the "Index" tab in the navigation bar at the top right of
@ -948,6 +986,11 @@
account.
</li>
</ul>
<p>
The startup status will indicate if the basic
configuration of the system was successful. It can be
accessed from <strong>siteAdmin -> Startup status</strong>.
</p>
<p>
Here is a simple test to see whether the ontology files were
loaded:
@ -991,12 +1034,11 @@
field "URI" - it will be used in the next step.
</li>
<li>
Open a new web browser or browser tab to the page <a href="http://marbles.sourceforge.net/">http://marbles.sourceforge.net/</a>.
In
the
pink
box on that page enter the URI of the individual you
created in the previous step and click "open."
Open a new web browser or browser tab to the
page <a href="http://marbles.sourceforge.net/">http://marbles.sourceforge.net/</a>.
In the pink box on that page enter the URI of the
individual you created in the previous step and
click "open."
</li>
<li>
In the resulting page search for the URI of the "test
@ -1012,11 +1054,14 @@
</p>
<ul>
<li>
Type the word "Australia" into the search box, and click on the
Search button.You should see a page of results, with links to countries
that border Australia, individuals that include Australia, and to
Australia itself. To trigger the search index, you can log in as a site
administrator and go to "http://your-vivo-url/SearchIndex".
Type the word "Australia" into the search box, and
click on the Search button.You should see a page
of results, with links to countries that border
Australia, individuals that include Australia, and
to Australia itself. To trigger the search index,
you can log in as a site administrator and go
to <strong> Site Admin -> Rebuild search
index</strong>.
</li>
</ul>
<h3 id="termsofuse">XIII. Review the VIVO Terms of Use</h3>
@ -1037,11 +1082,9 @@
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