II. Create an empty MySQL database

Decide on a database name, username, and password. Log into your MySQL server and create a new database in MySQL that uses UTF-8 encoding. You will need these values for Step IV when you configure the deployment properties. At the MySQL command line you can create the database and user with these commands substituting your values for dbname, username, and password. Most of the time, the hostname will equal localhost.

                CREATE DATABASE dbname CHARACTER SET utf8;
            

Grant access to a database user. For example:

                GRANT ALL ON dbname.* TO 'username'@'hostname' IDENTIFIED BY 'password';
            

Keep track of the database name, username, and password for Step IV.

III. Download the VIVO Application Source

Download the VIVO application source as either rel-1.2.zip or rel-1.2.gz file and unpack it on your web server:
http://vivoweb.org/download

IV. Specify deployment properties

At the top level of the unpacked distribution, copy the file example.deploy.properties to a file named simply deploy.properties. This file sets several properties used in compilation and deployment.

Windows: For those installing on Windows operating system, include the windows drive and use the forward slash "/" and not the back slash "\" in the directory locations, e.g. c:/tomcat.

External authentication: 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 entitled Using an External Authentication System with VIVO.

V. Compile and deploy

At the command line, from the top level of the unpacked distribution directory, type:

                ant all
            

to build VIVO and deploy to Tomcat's webapps directory.

VI. Set Tomcat JVM parameters and security limits

Currently, VIVO copies the contents of your RDF database into memory in order to serve Web requests quickly (the in-memory copy and the underlying databaseare kept in synch as edits are performed).

VIVO will require more memory than that allocated to Tomcat by default. With most installations of Tomcat, the "setenv.sh" or "setenv.bat" file in Tomcat's bin directory is a convenient place to set the memory parameters.
For example:

                    export CATALINA_OPTS="-Xms2048m -Xmx1024m -XX:MaxPermSize=128m"
                

This sets Tomcat to allocate an initial heap of 2048 megabytes, a maximum heap of 1024 megabytes, and a PermGen space of 128 megs. 1024 megabytes is a minimum practical heap size for production installations storing data for large academic institutions, and additional heap space is preferable. For testing with small sets of data, 256m to 512m should be sufficient.

If an OutOfMemoryError is encountered during VIVO execution, it can be remedied by increasing the heap parameters and restarting Tomcat.

Security limits: 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 /etc/security/limits.conf:

                    apache	hard	nproc	400
                    tomcat6	hard	nproc	1500 
                

VII. Start Tomcat

Most Tomcat installations can be started by running startup.sh or startup.bat 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 catalina.out file in Tomcat's logs directory.

VIII. Log in and add RDF data

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 initialAdminUser username you set up in Step IV. The initial password for the initialAdminUser account is "defaultAdmin" (without the quotes). On first login, you will be prompted to select a new password and verify it a second time.

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 file.

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 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."

Clicking the "Index" tab in the navigation bar at the top left of the page will show a simple index of the knowledge base.

See more documentation for configuring VIVO, ingesting data, and manually adding data at http://vivoweb.org/support.

IX. Set the Contact Email Address (if using "Contact Us" form)

If you have configured your application to use the "Contact Us" feature in Step IV (Vitro.smtpHost), you will also need to add an email address to the VIVO application.  This is the email that the contact form submits to. It can be a list server or an individual's email address.

Log in as a system administrator. Navigate to the "Site Admin" table of contents (link in the right side of the header). Go to "Site Information" (under "Site Configuration"). In the "Site Information Editing Form," enter a functional email address in the field "Contact Email Address." and submit the change.

If you set theVitro.smtpHost in Step IV and do NOT provide an email addressin this step, your users will receive a java error in the interface.

X. Set up Apache Tomcat Connector

It is recommended that a Tomcat Connector such as mod_jk be used to ensure that the site address does not include the port number (e.g. 8080) and an additional reference to the Tomcat context name (e.g. /vivo).

This will make VIVO available at "http://example.com" instead of "http://example.com:8080/vivo"

Using the mod_jk connector allows for communication between Tomcat and the primary web server. The Quick Start HowTo on the Apache site describes the minimum server configurations for several popular web servers.

After setting up the mod_jk connector above, you will need to modify the Tomcat's server.xml (located in [tomcat root]/conf/) to respond to requests from Apache via the connector. Look for the <connector> directive and add the following properties:

                connectionTimeout="20000" maxThreads="320" keepAliveTimeout="20000"  
            

Note: the value for maxThreads (320) is equal to the value for MaxClients in the apache's httpd.conf file.

Locate the <Host name="localhost"...> directive and update as follows:

	    <Host name="localhost" appBase="webapps"
	        DeployOnStartup="false"
	        unpackWARs="true" autoDeploy="false"
	        xmlValidation="false" xmlNamespaceAware="false">
	
		<Alias>example.com</Alias>
		<Context path=""
			docBase="/usr/local/tomcat/webapps/vivo"
			reloadable="true"
			cookies="true" >
			<Manager pathname="" />
			<Environment type="java.lang.String" override="false" 
				name="path.configuration" 
				value="deploy.properties"
			/>
		</Context>
		...
			

XI. Configure Pellet Reasoner

Do we need this section still? - elly

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.

By default, Pellet is fed only an incomplete view of your ontology and only certain inferences are materialized. These include rdf:type, rdfs:subClassOf, owl:equivalentClass, and owl:disjointWith. This mode is typically suitable for ontologies with a lot of instance data. If you would like to keep the default mode, skip to the next step.

To enable "complete" OWL inference (materialize all significant entailed statements), open "vitro-core/webapp/config/web.xml" and search for PelletReasonerSetup.

Then change the name of the listener class to PelletReasonerSetupComplete. Because "complete" reasoning can be very resource intensive, there is also an option to materialize nearly all inferences except owl:sameAs and owl:differentFrom.

This is enabled by specifying PelletReasonerSetupPseudocomplete. For ontologies with large numbers of individuals, this mode can offer enormous performance improvements over the "complete" mode.

Finally, a class called PelletReasonerSetupPseudocompleteIgnoreDataproperties is provided to improve performance on ontologies with large literals where data property entailments are not needed.

XII. Using an External Authentication System with VIVO

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 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 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 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 user's network ID.

  When a user completes the authentication process, the Apache server will put the user's 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:

  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 Shibboleth

  The VIVO login form will display a button labelled "Log in using BearCat Shibboleth".

• 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 User’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

XIII. Was the installation successful?

If you have completed the previous steps, you have good indications that the installation was successful.

• 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 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.
• 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. 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 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.
• 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."
• 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.

• 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".