vivo/doc/install.txt

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This is a brief summary of the VIVO installation process. A more detailed
explanation of the procedure can be found at:
http://vivoweb.org/support/user-guide/installation
The VIVO user guide is available at:
http://vivoweb.org/support/user-guide
PLEASE NOTE: It is assumed that you are performing a clean install, including
emptying an existing database 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.
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* I. Install required software
* II. Create an empty MySQL database
* III. Download the VIVO code distribution
* IV. Specify deployment properties
* V. Compile and deploy
* VI. Set Tomcat JVM Parameters
* VII. Start Tomcat
* VIII. Log in and add RDF data
* IX. Create an initial Lucene search index
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I. Install required software
Before installing VIVO, make sure that the following software is installed on
the desired machine:
* Java (SE) 1.5 or higher
* Apache Tomcat 5.x or higher*
* Apache Ant
* MySQL 4.1 or higher
* Subversion client
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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 the next step.
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III. Download the VIVO code distribution
Download either a zip or gz file and unpack it on your web server:
ftp://download.mannlib.cornell.edu/pub/Vivo/rel-0.9.zip
ftp://download.mannlib.cornell.edu/pub/Vivo/rel-0.9.tar.gz
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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.
Directory where tomcat is installed
property name: tomcat.home
example value: /usr/local/tomcat
Name of your VIVO application
property name: webapp.name
example value: vivo
Directory where uploaded files will be stored
property name: upload.directory
example value: /usr/local/vivo/data/uploads
Directory where the Lucene search index will be built.
property name: LuceneSetup.indexDir
example value: /usr/local/vivo/data/luceneIndex
Specify the namespace in which the Vitro editor should create new ABox and portal resources
Note that the trailing slash is essential.
property name: Vitro.defaultNamespace
example value: http://vivo.mydomain.edu/individual/
Specify an SMTP host that the form will use for sending e-mail (Optional)
property name: Vitro.smtpHost
example value: smtp.servername.edu
Specify the JDBC URL of your database. Change the end of the
URL to reflect your database name (if it is not "vivo").
property name: VitroConnection.DataSource.url
example value: jdbc:mysql://localhost/vivo
Change the username to match the authorized user you created in MySQL
property name: VitroConnection.DataSource.username
example value: username
Change the password to match the password you created in MySQL
property name: VitroConnection.DataSource.password
example value: password
Specify the name of your first admin user for the VIVO application. This user
will have an initial password of 'defaultAdmin'. This will be changed on first
login.
property name: initialAdminUser
example value: defaultAdmin
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V. Compile and deploy
At the command line, from the top level of the unpacked distribution directory,
type:
ant clean deploy
to build VIVO and deploy to Tomcat's webapps directory.
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VI. Set Tomcat JVM Parameters
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 database
are 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="-Xms1024m -Xmx1024m -XX:MaxPermSize=64m" sets Tomcat to
allocate an initial heap of 1024 megabytes, a maximum heap of 1024 megabytes,
and a PermGen space of 64 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, increasing the
heap parameters is the typical remedy.
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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. (More information about detailed
error logging to be added here.)
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VIII. Log in and add RDF data
If the startup was successful, you will see a relatively empty screen with the
VIVO logo in the header. 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 the initialAdminUser is defaultAdmin. 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, datatype
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.
More documentation is forthcoming.
VIVO comes with an ontology, but you may also upload another ontology 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 at vivoweb.org.
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IX. Create an initial Lucene search index
Invoke the indexing servlet by requesting http://localhost:8080/vivo/SearchIndex
You will not see any output to the browser (though this will change in future
versions). When your browser switches to a blank screen, the indexing has
completed and the search box on the Vitro portal will be usable. Individuals
that are created, edited, or deleted from the Vitro editing interface will
trigger incremental updates of the search index.