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448 lines
14 KiB
448 lines
14 KiB
=============================
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Installation Guide for Installing Koha on Ubuntu Jaunty (9.04) with MySQL 5
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=============================
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Copyright (C) 2007, 2008 LibLime (http://liblime.com)
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Some parts copyright 2010 Chris Nighswonger
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Original author: Joshua Ferraro
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Modified for Ubuntu by: Chris Nighswonger (cnighswonger AT foundations DOT edu)
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Feedback/bug reports: Koha Developer's List:
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http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-devel
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This document last modified: 20 March 2010
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Installation Instructions
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=============================
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All commands can be performed as a system user with sudo privileges,
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as indicated or by running the command directly as root.
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1. Prepare System and Install Dependencies
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1.1 Install Ubuntu Jaunty via CD
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See http://www.ubuntu.com/getubuntu/download
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1.2 Set up your locale
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Your locale should be set to UTF-8, as should Apache2 and MySQL 5.
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This step is VERY IMPORTANT for a UNICODE compliant system. Please
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read over the following document carefully:
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http://wiki.koha-community.org/wiki/Encoding_and_Character_Sets_in_Koha
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You can verify your system locale by typing the following command:
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$ locale
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IMPORTANT: You _MUST_ follow all the steps outlined there for
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Apache2, MySQL 5, etc. BEFORE you install Koha.
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1.3 Install the Yaz and Zebra packages
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Run the following command to update your system:
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$ sudo apt-get update
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$ sudo apt-get install yaz idzebra-2.0 idzebra-2.0-doc
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1.4 Get Koha
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1.4.1 Option A: Download Koha via Git (optional)
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$ sudo apt-get install git-core git-email
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$ git clone git://git.koha-community.org/koha.git kohaclone
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$ cd kohaclone
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$ git checkout -b myinstall origin
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Note: for more information about Git, please see the Koha Git Usage Guide:
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http://wiki.koha-community.org/wiki/Version_Control_Using_Git
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1.4.2 Option B: Download Koha from http://download.koha-community.org
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$ wget http://download.koha-community.org/koha-3.00.02.tar.gz
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( Note: use the latest stable version)
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1.5 Install additional Ubuntu dependencies
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IMPORTANT: You should only use CPAN for Perl dependencies which are NOT
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available from the package maintainer. You have been warned!
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Using the ubuntu.packages file included in the Koha source tree,
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run the following:
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$ sudo dpkg --set-selections < install_misc/ubuntu.packages
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Now start dselect (you may need to 'sudo apt-get install dselect'):
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$ sudo dselect
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Choose [I]nstall and accept packages to be installed (hit return)
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(may take a while)
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Choose [C]onfigure, [R]emove and [Q]uit until dselect has completed.
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1.6 Install Perl dependencies that aren't packaged into Ubuntu Jaunty
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sources
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Run the following command:
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$ sudo cpan GD GD::Barcode::UPCE Algorithm::CheckDigits::M43_001 CHI CHI::Driver::Memcached
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Note: you may need to run CPAN initialization if you've not run cpan
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before:
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/etc/perl/CPAN/Config.pm initialized.
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CPAN is the world-wide archive of perl resources. It consists of about
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100 sites that all replicate the same contents all around the globe.
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Many countries have at least one CPAN site already. The resources
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found on CPAN are easily accessible with the CPAN.pm module. If you
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want to use CPAN.pm, you have to configure it properly.
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If you do not want to enter a dialog now, you can answer 'no' to this
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question and I'll try to autoconfigure. (Note: you can revisit this
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dialog anytime later by typing 'o conf init' at the cpan prompt.)
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Are you ready for manual configuration? [yes]
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When the configuration is completed CPAN will install the Perl modules.
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2. Configuration of dependencies
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2.1 Update root MySQL password (if dselect didn't do it for you already)
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$ sudo mysqladmin password <password>
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2.2 Create the Koha database
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Create the database and user with associated privileges:
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$ mysqladmin -uroot -p<password> create <kohadatabasename>
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$ mysql -uroot -p<password>
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Welcome to the MySQL monitor. Commands end with ; or \g.
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Your MySQL connection id is 22
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Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
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Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
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mysql> grant all on <kohadatabasename>.* to '<kohadatabaseuser>'@'localhost' identified by '<kohadatabaseuserpassword>';
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Query OK, 0 rows affected (0.00 sec)
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mysql> flush privileges;
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Query OK, 0 rows affected (0.00 sec)
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mysql> quit
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2.3 Test your SAX Parser and correct where necessary
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You must be sure you're using the XML::LibXML SAX parser, not Expat or PurePerl, both of which have outstanding bugs with pre-composed characters. You can test your SAX parser by running:
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$ cd koha
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$ misc/sax_parser_print.pl
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You should see something like::
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XML::LibXML::SAX::Parser=HASH(0x81fe220)
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If you're using PurePerl or Expat, you'll need to edit your
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ini file, typically located at:
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/etc/perl/XML/SAX/ParserDetails.ini
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You will need to move the entire section for '[XML::LibXML::SAX::Parser]' to the bottom of the ini file.
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2.4 Install DBD::mysql Perl module
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In order to handle UTF-8 correctly, Koha requires at least version 4.004
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of the DBD::mysql Perl module. However, Debian Etch has a stable package
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only for version 3.0008, so it is necessary to install the module from CPAN.
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DBD::mysql's test suite needs to use a MySQL 'test' DB which doesn't exist
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anymore. So there are two options to install DBD::mysql:
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(1) install without test suite,
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(2) install with test suite requiring a test MySQL DB creation.
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2.4.1 Install without test suite
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Force install DBD::mysql:
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$ sudo cpan
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cpan> force install DBD::mysql
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2.4.2 Create test database in order to install DBD::mysql
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Because of DBD::mysql's test suite, it is necessary to temporarily create a
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test database and user:
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$ mysql -uroot -p<password>
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Create the database and user with associated privileges:
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Welcome to the MySQL monitor. Commands end with ; or \g.
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Your MySQL connection id is 22
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Server version: 5.0.32-Debian_7etch3-log Debian etch distribution
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Type 'help;' or '\h' for help. Type '\c' to clear the buffer.
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mysql> create database test;
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Query OK, 1 row affected (0.00 sec)
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mysql> grant all on test.* to 'test'@'localhost' identified by 'test';
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Query OK, 0 rows affected (0.00 sec)
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(test database, user, and password can be different if need be)
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mysql> flush privileges;
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Query OK, 0 rows affected (0.00 sec)
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mysql> quit
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Next install DBD::mysql:
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$ sudo cpan
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cpan> o conf makepl_arg
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(get current value of this CPAN parameter)
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cpan> o conf makepl_arg "--testdb=test --testuser=test --testpass=test"
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cpan> install DBD::mysql
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cpan> o conf makepl_arg ''
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OR
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cpan> o conf makepl_arg '<old setting>'
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(restore this setting so as to not interfere with future CPAN installs).
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Finally, remove the test database:
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$ mysql -uroot -p<password>
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mysql> drop database test;
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Query OK, 1 row affected (0.00 sec)
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mysql> exit
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Bye
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3. Run the Koha installer
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$ perl Makefile.PL
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( answer questions )
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$ make
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$ make test
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$ sudo make install
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4. Configure and start Apache
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$ sudo ln -s /etc/koha/koha-httpd.conf /etc/apache2/sites-available/koha
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(note that the path to koha-httpd.conf may be different depending on your
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installation choices)
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Add the following lines to /etc/apache2/ports.conf:
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Listen 80
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Listen 8080
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If not running named virtual hosts (The default koha installation does not use named virtual hosts.), comment out the following line:
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NameVirtualHost *:80
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Run the following commands:
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$ sudo a2enmod rewrite deflate
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$ sudo a2ensite koha
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$ sudo apache2ctl restart
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Note: you may still see the usual Apache default site if your VirtualHost
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configuration isn't correct. The command "sudo a2dissite default" may be a
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quick fix, but may have side-effects. See the Apache HTTPD manual section on
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virtual hosts for full instructions.
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5. Configure and start Zebra
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Note: it's recommended that you daemonize the Zebra process and add it to your
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startup profile. For a non-production test/development installation, running
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Zebra from the command line can be useful. Pick from the two available options
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below, or roll your own :-)
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Note: it's also recommended that you create a Koha system user, which you will
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have specified during the install process. Alternatively, Zebra can be
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configured to run as the root user.
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To add a user do:
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$ sudo adduser koha
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Option 1: run the Zebra processes from the command line:
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5.1.1 Zebra Search Server
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This process send responses to search requests sent by Koha or
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Z39.50/SRU/SRW clients.
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$ sudo -u ${KOHA_USER} zebrasrv -f /etc/koha/koha-conf.xml
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(note that the path to koha-conf.xml may be different depending on your
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installation choices)
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Note: the user you run Zebra as will be the only user with write permission
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on the Zebra index; in development mode, you may wish to use your
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system user.
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5.1.2 Zebra Indexer
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Added/updated/deleted records in Koha MySQL database must be indexed
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into Zebra. A specific script must be launched each time a bibliographic
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or an authority record is edited.
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$ sudo -u ${KOHA_USER} misc/migration_tools/rebuild_zebra -z -b -a
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NOTE: This script should be run as the kohauser (the default is 'koha').
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Option 2: run the Zebra process as a daemon, and add to startup process:
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Note that references to $SCRIPT_DIR refer to the directory where
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Koha's command-line scripts are installed, e.g., /usr/share/koha/bin.
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5.2.1 Zebra Search Server
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$ sudo ln -s ${SCRIPT_DIR}/koha-zebra-ctl.sh /etc/init.d/koha-zebra-daemon
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(Note: ${SCRIPT_DIR} is /usr/share/koha/bin/ by default in a standard install)
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$ sudo update-rc.d koha-zebra-daemon defaults
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( Note: see man chkconfig(8) on other distros )
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$ sudo ${SCRIPT_DIR}/koha-zebra-ctl.sh start
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5.2.2 Zebra Indexer
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Add an entry in Koha user crontab to scheduled added/updated/deleted records
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indexing by Zebra with this command:
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<path/to/koha>/misc/migration_tools/rebuild_zebra -z -b -a
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See check misc/cronjobs/crontab.example for usage examples.
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NOTE: This job should be setup under the kohauser (the default is 'koha').
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You can also configure zebra-indexing as an background daemon, see http://wiki.koha-community.org/wiki/Background_indexing_with_Zebra
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6. Run the Web Installer, populate the database, initial configuration of settings
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Point your browser to http://<servername>:8080/
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It should redirect you to the Web Installer where you can continue the setup.
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You can install the sample data for libraries, patrons, etc. via the Web Installer
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7. What next?
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Once the installer has completed, you can import and index MARC records from the
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command line thusly (Note: you can also use the 'Stage MARC records for import' from
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the Tools area of Koha's Staff Client to import a batch of MARC records):
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$ export KOHA_CONF=/usr/share/koha/etc/koha-conf.xml
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(note: use the correct path to your koha-conf.xml)
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7.1 Import:
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Bibliographic data in MARC21 format
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$ misc/migration_tools/bulkmarcimport.pl -file /path/to/marc.iso2709
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Authority data in MARC21 format
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$ misc/migration_tools/bulkauthimport.pl -file /path/to/auth.iso2709
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7.2 Fast Index:
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$ misc/migration_tools/rebuild_zebra.pl -b -w
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Once the indexing has completed, you will be able to search for records in your system.
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NOTE: This script should be run as the kohauser (the default is 'koha').
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7.3 Schedule regular index updates
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You need to run rebuild_zebra.pl -b -a -z as a regular cron job in orde to pick up new bibs
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and items as you add them. Check misc/cronjobs/crontab.example for usage examples. See 7.0 above.
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NOTE: This job should be setup under the kohauser (the default is 'koha').
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You can also indexing in background, see 5.2.2 above
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7.4 To enable public Z39.50/SRU servers, you'll need to edit your koha-conf.xml and
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change the <listen> options to listen on a TCP port; then restart the zebra daemon.
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UPGRADE
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=======
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If you are running in another language other than english, please
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switch to english before doing the upgrade, the templating system has
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changed and the templates will need to be regenerated.
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Once you have upgraded, please regenerate your templates in your
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chosen languages.
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If you are upgrading from a previous installation of Koha 3.x, you can
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use the following:
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./koha_perl_deps.pl -u -m # to identify new Perl dependencies
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Install any missing modules
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IMPORTANT: Koha 3.6.x uses Template::Toolkit, this must be installed
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before the webinstaller can run
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sudo apt-get install libtemplate-perl
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perl Makefile.PL --prev-install-log /path/to/koha-install-log
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make
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make test
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sudo make upgrade
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Koha 3.4.x or later no longer stores items in biblio records so
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if you are upgrading from an older version as part of the
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upgrade you will need to do the following two steps, they can take a
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long time (several hours) to complete for large databases
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misc/maintenance/remove_items_from_biblioitems.pl --run
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misc/migration_tools/rebuild_zebra.pl -b -r
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Uninstall Instructions
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=============================
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1) Stop Services:
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$ sudo a2dissite koha
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$ sudo rm /etc/apache2/sites-available/koha
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$ sudo apache2ctl restart
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$ sudo update-rc.d koha-zebra-daemon remove
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$ sudo rm /etc/init.d/koha-zebra-daemon
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2) Remove Database and Indexes
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# MySQL
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$ mysql -u<kohauser> -p<kohapassword>
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> drop database koha;
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# Zebra Indexes
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$ zebraidx -c <prefix>/etc/zebradb/zebra-biblios.cfg -g iso2709 -d biblios init
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$ zebraidx -c <prefix>/etc/zebradb/zebra-authorities.cfg -g iso2709 -d authorities init
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3) Remove Koha Install Directories and Configuration Files
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Don't forget about any crontab entries
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Tested on the following operating environments
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==============================================
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- Ubuntu Jaunty Jackalope 9.04
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Installer Bug reports
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=====================
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Please log any installer bug reports at http://bugs.koha-community.org
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Other Notes
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=====================
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This file is part of Koha
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Koha is free software; you can redistribute it and/or modify it under the
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terms of the GNU General Public License as published by the Free Software
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Foundation; either version 2 of the License, or (at your option) any later
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version.
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Koha is distributed in the hope that it will be useful, but WITHOUT ANY
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WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
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A PARTICULAR PURPOSE. See the GNU General Public License for more details.
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You should have received a copy of the GNU General Public License along
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with Koha; if not, write to the Free Software Foundation, Inc.,
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51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA.
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