The install.html is up2date with the content in index.txt, so I will ask developers to edit install.html instead of install.txt if no outstanding changes.

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ejc12 2011-01-14 18:42:37 +00:00
parent bfd27bf2b9
commit 9a0e725cad

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<!-- Start of content -->
<div id="wrapper-content" role="main">
<h1>VIVO Release 1 V1.2 Installation Guide</h1>
<div style="background: #EEEEEE">
<b>Missing pieces and fixes</b>
<ul>
<li>
SDB info, config changes any checks? (BL/SM)
</li>
<li>
Theme changes, file locations, branding issues (NC/MB)
</li>
<li>
Fix styles on file, dir, parameters name styles
</li>
</ul>
</div>
<toc>
<ul>
<li>
@ -440,13 +454,13 @@
prompted to select a new password and verify it a second time.
</p>
<p>
After verifying your new password, you will be presented with a menu of
editing options. Here you can create OWL classes, object properties,
After verifying your new password, 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 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
any classes you wish to make visible on your website must be part of a
class group, and there 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.
</p>
<p>
@ -522,147 +536,222 @@
Locate the &lt;Host name="localhost"...&gt; directive and update as
follows:
</p>
<!-- ELLY IS WORKING HERE. -->
<pre>
&lt;Host name="localhost" appBase="webapps"
DeployOnStartup="false"
unpackWARs="true" autoDeploy="false"
xmlValidation="false" xmlNamespaceAware="false"&gt;
&lt;Alias&gt;example.com&lt;/Alias&gt;
&lt;Context path=""
docBase="/usr/local/tomcat/webapps/vivo"
reloadable="true"
cookies="true" &gt;
&lt;Manager pathname="" /&gt;
&lt;Environment type="java.lang.String" override="false"
name="path.configuration"
value="deploy.properties"
/&gt;
&lt;/Context&gt;
...
<!-- ELLY IS WORKING HERE. --><pre>
&lt;Host name="localhost" appBase="webapps"
DeployOnStartup="false"
unpackWARs="true" autoDeploy="false"
xmlValidation="false" xmlNamespaceAware="false"&gt;
&lt;Alias&gt;example.com&lt;/Alias&gt;
&lt;Context path=""
docBase="/usr/local/tomcat/webapps/vivo"
reloadable="true"
cookies="true" &gt;
&lt;Manager pathname="" /&gt;
&lt;Environment type="java.lang.String" override="false"
name="path.configuration"
value="deploy.properties"
/&gt;
&lt;/Context&gt;
...
</pre>
<h3 id="pellet">XI. Configure Pellet Reasoner </h3>
<p><em>Do we need this section still? - elly</em></p>
<p>VIVO uses the Pellet engine to perform reasoning, which runs in the
<p>
<em>Do we need this section still? - elly</em>
</p>
<p>
VIVO uses the Pellet engine to perform reasoning, which runs in the
background at startup and also when the knowledge base is edited. VIVO
continues serving pages while the reasoner continues working; when the
reasoner finishes, the new inferences appear. Inferred statements are
cached in a database graph so that they are available immediately when
VIVO is restarted.</p>
<p>By default, Pellet is fed only an incomplete view of
your ontology and only certain inferences are materialized. These
include rdf:type,&nbsp; rdfs:subClassOf,owl:equivalentClass, and
owl:disjointWith. This mode is typically suitable for ontologies with a
lot of instance data.&nbsp; If you would like to keep the default mode,
skip to the next step. </p>
<p>
To enable "complete" OWL inference (materialize
all significant entailed statements), open
"vitro-core/webapp/config/web.xml" and search for PelletReasonerSetup.
</p>
<p>Then change the name of the listener class to
PelletReasonerSetupComplete. Because "complete" reasoning can be very
resource intensive, there is also an&nbsp; option to materialize nearly
all inferences except owl:sameAs and owl:differentFrom. </p>
<p>This is enabled
by specifying PelletReasonerSetupPseudocomplete. For ontologies with
large numbers of individuals, this mode can offer enormous performance
improvements over the "complete" mode. </p>
<p>Finally, a class called
VIVO is restarted.
</p>
<p>
By default, Pellet is fed only an incomplete view of
your ontology and only certain inferences are materialized. These
include rdf:type,&nbsp; rdfs:subClassOf,owl:equivalentClass, and
owl:disjointWith. This mode is typically suitable for ontologies with a
lot of instance data.&nbsp; If you would like to keep the default mode,
skip to the next step.
</p>
<p>
To enable "complete" OWL inference (materialize
all significant entailed statements), open
"vitro-core/webapp/config/web.xml" and search for PelletReasonerSetup.
</p>
<p>
Then change the name of the listener class to
PelletReasonerSetupComplete. Because "complete" reasoning can be very
resource intensive, there is also an&nbsp; option to materialize nearly
all inferences except owl:sameAs and owl:differentFrom.
</p>
<p>
This is enabled
by specifying PelletReasonerSetupPseudocomplete. For ontologies with
large numbers of individuals, this mode can offer enormous performance
improvements over the "complete" mode.
</p>
<p>
Finally, a class called
PelletReasonerSetupPseudocompleteIgnoreDataproperties is provided to
improve performance on ontologies with large literals where data
property entailments are not needed.</p>
property entailments are not needed.
</p>
</p>
<h3 id="external_auth">XII. Using an External Authentication System with VIVO </h3>
<p>
VIVO can be configured to work with an external authentication
system
like Shibboleth or CUWebAuth. VIVO must be accessible only through an
Apache HTTP server. The Apache server will be configured to invoke the
external authentication system. When the user&nbsp; completes the
authentication, the Apache server will pass a network ID to VIVO, to
identify the user. If VIVO has an account for that user, the user will
be logged in with the privileges of that account. In the absence of an
account, VIVO will try to find&nbsp; a page associated with the user.
If such a page is found, the user can log in to edit his own profile
information.---- Configuring the Apache server: Your institution will
provide you with instructions for setting up the external
authentication system. The Apache server must be configured to secure a
page in&nbsp; VIVO. When a user reaches this secured page, the Apache
server will invoke the external authentication system.For VIVO, this
secured page is named: /loginExternalAuthReturn When your instructions
call for the location of the secured page, this is the value you should
use.---- Configuring VIVO: To enable external authentication, VIVO
requires three values in the deploy.properties file.* The name of the
HTTP header that will hold the external userâÃ&Ntilde;Ã&yen;s network
ID When a user completes the authentication process, the Apache server
will put the userâÃ&Ntilde;Ã&yen;s network ID into one of the headers
of the HTTP request.&nbsp; The instructions from your institution
should tell you which header is used for this purpose.&nbsp; You need
to tell VIVO the name of that HTTP header. Insert a line like this in
the deploy.properties file:externalAuth.netIdHeaderName = [the header
name]For example: externalAuth.netIdHeaderName = remote_userID * The
text for the Login button To start the authentication process, the user
will click on a button in the VIVO login form. You need to tell VIVO
what text should appear in that button.Put a line like this in the
deploy.properties file:externalAuth.buttonText = [the text for your
login button]For example:externalAuth.buttonText = Log in using BearCat
ShibbolethThe VIVO login form will display a button labelled
âÃ&Ntilde;úLog in using BearCat ShibbolethâÃ&Ntilde;ù.* Associating a
User with a profile page If VIVO has an account for the user, the user
will be given the privileges assigned to that account.In addition, VIVO
will try to associate the user with a profile page, so&nbsp; the user
may edit his own profile data. VIVO will search the data model for a
person with a property that matches the UserâÃ&Ntilde;Ã&yen;s network
ID.You need to tell VIVO what property should be used for matching.
Insert a line like this in the deploy.properties
file:selfEditing.idMatchingProperty = [the URI of the property]For
example:selfEditing.idMatchingProperty =
http://vivo.mydomain.edu/ns#networkId
<p>
VIVO can be configured to work with an external authentication system like
Shibboleth or CUWebAuth.
</p>
<p>
VIVO must be accessible only through an Apache HTTP server. The Apache server
will be configured to invoke the external authentication system. When the user
completes the authentication, the Apache server will pass a network ID to VIVO,
to identify the user.
</p>
<p>
If VIVO has an account for that user, the user will be logged in with the
privileges of that account. In the absence of an account, VIVO will try to find
a page associated with the user. If such a page is found, the user can log in
to edit his own profile information.
</p>
<h4>Configuring the Apache server</h4>
<p>
Your institution will provide you with instructions for setting up the external
authentication system. The Apache server must be configured to secure a page in
VIVO. When a user reaches this secured page, the Apache server will invoke the
external authentication system.
</p>
<p>
For VIVO, this secured page is named:
<code>
/loginExternalAuthReturn
</code>
</p>
<p>
When your instructions call for the location of the secured page, this is the
value you should use.
</p>
<h4>Configuring VIVO</h4>
<p>
To enable external authentication, VIVO requires three values in the
deploy.properties file.
</p>
<ul>
<li>
The name of the HTTP header that will hold the external users network ID
When a user completes the authentication process, the Apache server will
put the users network ID into one of the headers of the HTTP request.
The instructions from your institution should tell you which header is
used for this purpose.
You need to tell VIVO the name of that HTTP header. Insert a line like
this in the deploy.properties file: <pre>externalAuth.netIdHeaderName = [the header name]</pre>
For example: <pre>externalAuth.netIdHeaderName = remote_userID</pre>
</li>
<li>
The text for the Login button
To start the authentication process, the user will click on a button in
the VIVO login form. You need to tell VIVO what text should appear in that
button.
Put a line like this in the deploy.properties file:
externalAuth.buttonText = [the text for your login button]
For example: <pre>externalAuth.buttonText = Log in using BearCat Shibboleth</pre>
The VIVO login form will display a button labelled “Log in using BearCat
Shibboleth”.
</li>
<li>
Associating a User with a profile page
If VIVO has an account for the user, the user will be given the privileges
assigned to that account.
In addition, VIVO will try to associate the user with a profile page, so
the user may edit his own profile data. VIVO will search the data model
for a person with a property that matches the Users network ID.
You need to tell VIVO what property should be used for matching. Insert
a line like this in the deploy.properties file:<pre>selfEditing.idMatchingProperty = [the URI of the property]</pre>
For example:<pre>selfEditing.idMatchingProperty = http://vivo.mydomain.edu/ns#networkId</pre>
</li>
</ul>
</p>
<h3 id="installation_check">XIII. Was the installation successful? </h3>
<p>
If you have completed the previous steps, you have good indications
that the installation was successful.&nbsp; * Step VII showed that
Tomcat recognized the webapp, and that the webapp was able to present
the initial page.* Step VIII verified that you can log in to the
administrator account.Here is a simple test to see whether the ontology
files were loaded:* Click on the "Index" link on the upper left, below
the logo. You should seea "locations" section, with links for "Country"
and "Geographic Location."The index is built in a background thread, so
on your first login, you may see an empty index instead. Refresh the
page periodically to see whether the index will be populated. This may
take some time: with VIVO installed on a modest laptop computer,
loading the ontology files and building the index took more than 5
minutes from the time that Tomcat was started. * Click on the "Country"
link. You should see an alphabetical list of the countries of the
world.Here is a test to see whether your system is configured to serve
linked data: * Point your browser to the home page of your website, and
click the "Log in" link near the upper right corner. Log in with the
initialAdminUser username you set up in Step IV. If this is your first
time logging in, you will be prompted to change the password. * After
you have successfully logged in, click "site admin" in the upper right
corner.&nbsp; In the drop down under "Data Input" select "Faculty
Member(core)"and click the "Add individual of this class" button.*
Enter the name "test individual" under the field "Individual Name,"
scroll tothe bottom, and click "Create New Record." You will be taken
to the "Individual Control Panel." Make note of the value of the field
"URI" it will be used in the next step. * Open a new web browser or
browser tab to the page http://marbles.sourceforge.net/.In the pink box
on that page enter the URI of the individual you created in theprevious
step and click "open." * In the resulting page search for the URI of
the "test individual." You should find it towards the bottom of the
page next to a red dot followed by "redirect (303)." This indicates
that you are successfully serving linked RDF data. If the URI of the
"test individual" is followed by "failed (400)" you are not
successfully serving linked data.Finally, test the search index. * The
search box is on the right side, directly opposite the "Index" link.
Type the word "Australia" into the 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.
If you have completed the previous steps, you have good indications that the
installation was successful.
</p>
<ul>
<li>
Step VII showed that Tomcat recognized the webapp, and that the webapp was
able to present the initial page.
</li>
<li>
Step VIII verified that you can log in to the administrator account.
</li>
</ul>
<p>
Here is a simple test to see whether the ontology files were loaded:
</p>
<ul>
<li>
Click on the "Index" link on the upper left, below the logo. You should see
a "locations" section, with links for "Country" and "Geographic Location."
The index is built in a background thread, so on your first login, you may
see an empty index instead. Refresh the page periodically to see whether
the index will be populated. This may take some time: with VIVO installed
on a modest laptop computer, loading the ontology files and building the
index took more than 5 minutes from the time that Tomcat was started.
</li>
<li>
Click on the "Country" link. You should see an alphabetical list of the
countries of the world.
</li>
</ul>
<p>
Here is a test to see whether your system is configured to serve linked data:
</p>
<ul>
<li>
Point your browser to the home page of your website, and click the "Log in" link
near the upper right corner. Log in with the initialAdminUser username you
set up in Step IV. If this is your first time logging in, you will be
prompted to change the password.
</li>
<li>
After you have successfully logged in, click "site admin" in the upper right
corner. In the drop down under "Data Input" select "Faculty Member(core)"
and click the "Add individual of this class" button.
</li>
<li>
Enter the name "test individual" under the field "Individual Name," scroll to
the bottom, and click "Create New Record." You will be taken to the "Individual
Control Panel." Make note of the value of the field "URI" it will be used in
the next step.
</li>
<li>
Open a new web browser or browser tab to the page http://marbles.sourceforge.net/.
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 individual." You should
find it towards the bottom of the page next to a red dot followed by "redirect
(303)." This indicates that you are successfully serving linked RDF data.
If the URI of the "test individual" is followed by "failed (400)" you are not
successfully serving linked data.
</li>
</ul>
<p>
Finally, test the search index.
</p>
<ul>
<li>
The search box is on the right side, directly opposite the "Index" link.
Type the word "Australia" into the 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.
</li>
</ul>
</div>
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