SYSTEM DOCUMENTATION. ALEPH 500 Installation Instructions Version 16

Transcription

1 SYSTEM DOCUMENTATION ALEPH 500 Installation Instructions Version 16 Ex Libris Ltd., 2002, 2003 Version 16

2 Table of Contents 1 INTRODUCTION CONVENTIONS PRE-INSTALLATION PROCEDURE Get license for ALEPH 500 from Ex Libris Get username and password for the Ex Libris FTP server Get the scripts for easy installation from the Ex Libris FTP server Perform pre_install_check_list Change operating system parameters Create ALEPH users and group on the server Create Oracle user and group on the server FTP all software components Create the required directories Extract Software Components INSTALL ORACLE RDBMS Check Oracle executables before continuing Create the database Update oratab file Configure network files INSTALL ALEPH 500 SOFTWARE Compilation of all third-part products Relocate the alephe directory Check ALEPH 500 parameters and modify configuration files INSTALL LICENSE Ex Libris Ltd., 2002, 2003 Page 2 of 18

3 7 PREPARING THE ORACLE DATABASE FOR ALEPH Create Oracle links Create special Oracle system users Check the $ORACLE_CONF directory INITIALIZE ALEPH 500 DEMO LIBRARIES INITIALIZE SSL CONNECTION (OPTIONAL) POST INSTALLATION TASKS Automatic startup (at boot) of servers Create logbook Introduction This document provides instructions for installing ALEPH 16 on the LINUX and SUN O/S platforms. The standard Oracle installation must be made in the following directories: /exlibris/app/oracle/product/817 for Oracle RDBMS version , or /exlibris/app/oracle/product/920 for Oracle RDBMS version The standard ALEPH 16 installation must be made in the directory /exlibris/aleph/a16_1 For all questions regarding non-standard installations, contact the Installation Team, Ex Libris Israel. 2 Conventions <AL_MOUNT> The AL_MOUNT environment variable should be set to the file system where the ALEPH 500 software is to be installed (/exlibris/aleph). <ORA_MOUNT> The ORA_MOUNT environment variable should be set to the file system where Oracle software is to be installed (/exlibris). <al_version> This is the path for the ALEPH 500 version (e.g., <AL_MOUNT>/a16_1). Ex Libris Ltd., 2002, 2003 Page 3 of 18

4 <oracle_home> This is the path of the Oracle home directory, for example (<ORA_MOUNT>/app/oracle/product/920). $ORACLE_HOME This is the variable that contains the home directory of the Oracle Unix user (<oracle_home>). When logging in as oracle or aleph, the ORACLE_HOME variable is set and can be referred to as $ORACLE_HOME. <oracle_sid> Oracle database SID, used for ALEPH 500 installation. <source_media> This is the directory that contains the ALEPH 500 software. It is /exlibris/ftp_from_exlibris directory. Note: To receive a license for the ALEPH 500 web server, contact Ex Libris or send a mail message to license_manager@exlibris.co.il. 3 Pre-installation Procedure 3.1 Get license for ALEPH 500 from Ex Libris To receive a license for ALEPH 500, contact the Ex Libris office. 3.2 Get username and password for the Ex Libris FTP server To receive a username and password for the Ex Libris FTP server, contact the Ex Libris office. 3.3 Get the scripts for easy installation from the Ex Libris FTP server Create the temporary directory ftp_from_exlibris for the ftp server and get the support scripts /exlibris/ftp_from_exlibris. For example: cd /exlibris mkdir ftp_from_exlibris cd /exlibris/ftp_from_exlibris ftp ftp.exlibris.co.il Enter username and password for login on the FTP server. cd /exl1/aleph/16.1/scripts Ex Libris Ltd., 2002, 2003 Page 4 of 18

5 bin get pre_aleph.16.1.tar.gz quit Open the tar files: gzip d pre_aleph.16.1.tar.gz tar xf pre_aleph.16.1.tar You will get a new directory /exlibris/ftp_from_exlibris/pre, which contains some script files. 3.4 Perform pre_install_check_list cd /exlibris/ftp_from_exlibris/pre Run check procedure./setup_2_a Check the log./setup_2_b For additional information, see the document: How to Perform Pre-installation Checks. 3.5 Change operating system parameters Use script setup_3 from the /exlibris/ftp_from_exlibris/pre directory for testing and changing the required directories: To check /etc/services file:./setup_3_a To change /etc/services file:./setup_3_b To change operating system parameters:./setup_3_c 3.6 Create ALEPH users and group on the server Run the script setup_4_a to test whether the required user (aleph) already exists. cd /exlibris/ftp_from_exlibris/pre./setup_4_a Run the script setup_4_d and answer the questions according to your installation process. Be sure to answer correctly. If you are not sure, use the default values. Ex Libris Ltd., 2002, 2003 Page 5 of 18

6 For example: cd /exlibris/ftp_from_exlibris/pre./setup_4_d The aleph root directory is /exlibris/aleph/a16_1/alephm. The group exlibris was successfully added to the system with group id 201. The user aleph was successfully added to the system with user id 200. Changing password for user aleph: New password: ALEPH_password Re-enter the new password: ALEPH_password passwd (SYSTEM): passwd successfully changed for aleph 3.7 Create Oracle user and group on the server Run the script setup_4_a to test whether the required user (oracle) already exists. cd /exlibris/ftp_from_exlibris/pre./setup_4_a Run the script setup_4_e process. and answer the questions according to your installation cd /exlibris/ftp_from_exlibris/pre./setup_4_e You will be asked for the Oracle password. Be sure to answer correctly. For example: Oracle version (817,920) [920]: 920 This script will add group and user for the Oracle installation. The Oracle user name is oracle. The Oracle HOME is /exlibris/app/oracle/product/920. The group dba was successfully added to the system with group id 101. The user oracle was successfully added to the system with user id 101. Changing password for user oracle. New password: Oracle_password Re-enter the new password: Oracle_password passwd (SYSTEM): passwd successfully changed for oracle 3.8 FTP all software components Obtain all the software packages needed for installation: ALEPH 500, all necessary installation scripts and Oracle. To receive a username and password for the Ex Libris FTP server, contact the Ex Libris office. Use script setup_6_s to get the Distribution Media to the /exlibris/ftp_from_exlibris directory: Ex Libris Ltd., 2002, 2003 Page 6 of 18

7 cd /exlibris/ftp_from_exlibris/pre For Oracle v only:./setup_6_s For Oracle only:./setup_6_s 920 You will be asked for the FTP server password. Be sure to answer correctly. Use script setup_6_r to get the Distribution Media of the additional product to the /exlibris/ftp_from_exlibris/src directory: cd /exlibris/ftp_from_exlibris/pre./setup_6_r You can view the log file to determine whether there were problems. The log file exists in the directory /exlibris/ftp_from_exlibris/pre/ftp, called ftpinp.{number_of_process}_log, where number_of_process is the number that the system has assigned to this process. There are a few files that include this number in this directory. You can remove them after ending the ftp process. 3.9 Create the required directories Run the script setup_5 for creating the required directories: cd /exlibris/ftp_from_exlibris/pre./setup_ Extract Software Components When the FTP process is complete, you can extract the appropriate software components on the directory. There is a script on the /exlibris/ftp_from_exlibris/pre directory for extracting the required software. cd /exlibris/ftp_from_exlibris/pre For Oracle v only:./setup_7 For Oracle only: Ex Libris Ltd., 2002, 2003 Page 7 of 18

8 ./setup_ You will get the software product in the follow directories: /exlibris/aleph/a16_1 ALEPH software /exlibris/app/oracle/product/xxx Oracle software when XXX is Oracle version (i.e., 817 or 920) /exlibris/ftp_from_exlibris/scripts/xxx/create_db scripts for Oracle DB creation 4 Install Oracle RDBMS Note: Oracle Installation for ALEPH 500 is performed by the Quick method. This means: 1. Oracle software must be installed in the directory /exlibris/app/oracle/product/817 for Oracle v or in /exlibris/app/oracle/product/920 for Oracle v Oracle owner must be user oracle with user ID 101 and group ID 101 ( dba group). In all other cases, you should contact the Ex Libris Installation Team. 4.1 Check Oracle executables before continuing Connect as user oracle and run Oracle utility. sqlplus /nolog You should get the sqlplus prompt. See that no errors appear. exit Perform for Oracle v only: svrmgrl You should get the svrmgrl prompt. At the prompt type: connect internal See that no errors appear. exit Warning: Do not continue with the creation of the database if you encounter errors. Ex Libris Ltd., 2002, 2003 Page 8 of 18

9 4.2 Create the database Use Ex Libris scripts for the database creation. /exlibris/ftp_from_exlibris/scripts/xxx mount point is used for Oracle scripts, when XXX is Oracle version (920 or 817). For Oracle v perform the following operations: cd /exlibris/ftp_from_exlibris/scripts/817/create_db Log in as oracle, then su to root. Answer the questions of the script. If you have fewer mount points, end the list with a <CR> (carriage return). This example shows the creation of the aleph0 database on ram99 on 3 disks. csh f pre_db_creation.sh ORACLE_SID : aleph0 ORA_HOST : ram99 Oracle Software Mount Point : /exlibris Oracle Software version : 817 Oracle Home [/exlibris/app/oracle/product/817]: <CR> ORACLE_OWNER [oracle]: oracle ORACLE_GROUP : [dba] dba Always choose US7ASCII except for: ALEPH version 16.1 and above - UTF8 DIGITOOL version 2.1 and above - UTF8 METALIB version 3.1 and above - UTF8 DB CHARACTER SET (US7ASCII/UTF8) : [US7ASCII] : UTF8 Enter Disk 1 Name or Enter to end of list : /exlibris Enter Disk 2 Name or Enter to end of list : /exlibris1 Enter Disk 3 Name or Enter to end of list : /exlibris2 Enter Disk 4 Name or Enter to end of list : <CR> Enter database type : SMALL Enter Exit or Continue [Continue] : <CR> To continue press Enter : <CR> For Oracle v.9.2.0, perform the following operations: cd /exlibris/ftp_from_exlibris/scripts/920/create_db Log in as oracle, then su to root. Answer the questions of the script. If you have fewer mount points, end the list with a CR (carriage return). (This example shows the creation of the aleph0 database on ram99 on 3 disks) csh f pre_db_creation.sh ORACLE_SID: aleph0 ORA_HOST: ram99 Ex Libris Ltd., 2002, 2003 Page 9 of 18

10 Oracle Software Mount Point: [/exlibris] <CR> Oracle Software version: 920 Oracle Home [/exlibris/app/oracle/product/920]: <CR> ORACLE_OWNER [oracle]: <CR> ORACLE_GROUP: [dba] <CR> Always choose US7ASCII except for: ALEPH version 16.1 and above - UTF8 DIGITOOL version 2.1 and above - UTF8 METALIB version 3.1 and above - UTF8 DB CHARACTER SET (US7ASCII/UTF8): [US7ASCII] UTF8 <CR> Enter Disk 1 Name or Enter to end of list: [/exlibris1]/exlibris Enter Disk 2 Name or Enter to end of list: /exlibris1 Enter Disk 3 Name or Enter to end of list: /exlibris2 Enter Disk 4 Name or Enter to end of list: <CR> ********************************************************************* Enter Ex Libris Product Name ALEPH/METALIB/DTL [ALEPH]: <CR> ********************************************************************* Enter database size DEMO/SMALL/MEDIUM/LARGE/HUGE? [DEMO] : SMALL ********************************************************************* Enter Database Definitions DEFAULT/CUSTOM? [DEFAULT]: <CR> ********************************************************************* Enter database type TEST/PROD? [TEST]: PROD Using ALEPH_SMALL.env **************************************************************** * MIRRORING IS YES * TEMP tablespace will be created with 1025M * 1 * TSLOB tablespace will be created with 513M * 1 **************************************************************** ORACLE_SID aleph99 CREATE_SCRIPTS /exlibris/app/oracle/admin/aleph99/create **************Staring preparations for DB Creation ********************************* DATABASE_TYPE PROD *********** ************************************************************* Note: *** All Database creation scripts were created in : /exlibris/app/oracle/admin/aleph99/create *** You can review/change the files, as user oracle on another window and then continue or exit and submit the creation script later, by issuing : csh -f /exlibris/app/oracle/admin/aleph99/create/create_db.csh aleph99 ALEPH *** If you want to change tablespace files location/size, please review /exlibris/app/oracle/admin/aleph99/create/crdb2.csh ************************************************************* Enter Exit or Continue [Exit]: Continue **************************************************************** To continue press Enter : <CR> For both Oracle versions: Wait, as this could take some time. Ex Libris Ltd., 2002, 2003 Page 10 of 18

11 Logs of the scripts can be found in /exlibris/app/oracle/admin/<oracle_sid>/create/logs directory. For example: cd $ORACLE_BASE/admin/aleph0/create/logs grep i ora- * grep v not exist grep i mgr- * If you encounter an error, such as, for example, there is no space in a mount point, make space. Clean the created database as explained below, then rerun the pre_db_creation.sh script. To clean a database after an error, shut down the database as follows: Login as oracle user. svrmgrl connect internal shutdown abort exit Answer the questions of the clean1.sh script - if you have fewer mount points, end the list with a <CR> (carriage return). For example: cd /exlibris/ftp_from_exlibris/scripts/create_db csh -f clean1.sh ORACLE_SID : aleph0 Oracle Home : /exlibris/app/oracle/product/920 Enter Disk 1 Name or Enter to end of list : /exlibris Enter Disk 2 Name or Enter to end of list : /exlibris1 Enter Disk 3 Name or Enter to end of list : /exlibris2 Enter Disk 4 Name or Enter to end of list : <CR> Please Check whether the DB aleph0 is down. Continue? [No]/Yes : Yes This script removes all files related to the meta1 database. Use it with caution. 4.3 Update oratab file You must configure your system to automatically start Oracle databases when your system starts up and to shut down Oracle databases when your system shuts down. Create or edit the oratab file to set up the start and shutdown procedures. For Sun Solaris you can create an oratab file in the /var/opt/oracle directory. Ex Libris Ltd., 2002, 2003 Page 11 of 18

12 For Linux OS you can create an oratab file in the /etc directory. Database entries in the oratab file appear in the following format: ORACLE_SID:ORACLE_HOME:{Y N} Y or N specifies whether you want the $ORACLE_HOME/bin/dbstart $ORACLE_HOME/bin/dbshut scripts to start up and shut down the database. and For example, for SUN OS into the /var/opt/oracle/oratab file for Oracle v.8.1.7: aleph0:/exlibris/app/oracle/product/817:y For example: For SUN OS into the /var/opt/oracle/oratab file for Oracle v.9.2.0: aleph0:/exlibris/app/oracle/product/920:y 4.4 Configure network files Create configure Oracle network files and run Oracle network listener as follows: Login as oracle user. cd ~/network/admin cp listener.ora.meta1 listner.ora cp tnsnames.ora.meta1 tnsnames.ora lsnrctl start You must get the following messages (for example): LSNRCTL for Linux: Version Production on 04-JUN :59:25 (c) Copyright 1998 Oracle Corporation. All rights reserved. Starting /exlibris/app/oracle/product/817/bin/tnslsnr: please wait... TNSLSNR for Linux: Version Production System parameter file is /exlibris/app/oracle/product/817/network/admin/listener.ora Log messages written to /exlibris/app/oracle/product/817/network/log/listener.log Listening on: (DESCRIPTION=(ADDRESS=(PROTOCOL=ipc)(KEY=extproc))) Listening on: (DESCRIPTION=(ADDRESS=(PROTOCOL=ipc)(KEY=dtl1))) Listening on: (DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)(HOST=ram99)(PORT=1521))) Connecting to (DESCRIPTION=(address=(protocol=ipc)(key=extproc))) STATUS of the LISTENER Alias LISTENER Version TNSLSNR for Linux: Version Production Start Date 04-JUN :59:25 Uptime 0 days 0 hr. 0 min. 0 sec Trace Level off Ex Libris Ltd., 2002, 2003 Page 12 of 18

13 Security OFF SNMP OFF Listener Parameter File /exlibris/app/oracle/product/817/network/admin/listener.ora Listener Log File /exlibris/app/oracle/product/817/network/log/listener.log Services Summary... extproc has 1 service handler(s) dtl1 has 1 service handler(s) The command was completed successfully 5 Install ALEPH 500 Software Login as aleph user. 5.1 Compilation of all third-part products You can install all necessary products (Cobol, Apache, Perl, OpenSSL) one by one or all together. For one by one installation, use the relevant scripts from the directory <AL_MOUNT>/a16_1/product_source/install. Note: For Solaris 2.8 you can get from the Ex Libris ftp server binary gcc if you use the standard directory /exlibris/aleph/a16_1/product for the installation process. In this case, use the special script to install the gcc package without compilation: cd /exlibris/aleph/a16_1/product_source/install csh f gcc_bin.csh Then run the script to install all products except gcc: cd /exlibris/aleph/a16_1/product_source/install csh f install_all.csh aleph v nogcc noconv Run the install_all.csh script for compilation of all third-part products: cd /exlibris/aleph/a16_1/product_source/install csh f install_all.csh aleph v -noconv Logs of the scripts can be found in /exlibris/aleph/a16_1/product_source/log/install.log file. You can check the installation log file as: grep ERR: /exlibris/aleph/a16_1/product_source/log/install.log You should not receive an error message. Install license for cobol (for Linux operating system only) as root user: su sh cobol_root.sh Ex Libris Ltd., 2002, 2003 Page 13 of 18

14 exit 5.2 Relocate the alephe directory The ALEPH version comes with an alephe directory. When installing, the alephe directory must be relocated out of the version into the /exlibris/aleph/u50_5 directory. This is to prevent overwriting tailored files under the alephe directory when installing/updating the versions or patches. To do this, follow the script: cd /exlibris/aleph/a16_1/install csh f move_dir.csh 5.3 Check ALEPH 500 parameters and modify configuration files cd /exlibris/aleph/a16_1/install Correct the main configuration file data.tml: setenv _AL_COPY 1 //according to tree name 1 for a16_1 setenv _A_MOUNT /exlibris/aleph //<ALEPH_MOUNT> setenv _U_MOUNT /exlibris/aleph //<USER_MOUNT> setenv _E_MOUNT_DEV $_A_MOUNT/u16_${_AL_COPY} //<ALEPHE_DEV> setenv _HOST_S sname //short host name setenv _HOST_WWW //full host name or IP that will be used for Web connection setenv _HOST_ORA $_HOST_S setenv _HOST_IO $_HOST_S setenv _HOST_Z39 $_HOST_S setenv _HOST_TITLE $_HOST_S setenv _ORA_BASE /exlibris/app/oracle setenv _ORA_VER 920 //920 for Oracle v //817 for Oracle v setenv _ORA_REL 92 //92 for Oracle v //81 for Oracle v setenv _ORA_SID aleph0 //<oracle_sid> will be used for ALEPH setenv _ORA_OWNER oracle //name ORACLE RDBMS owner setenv _HTTPD_PORT 80 //WWW port for apache setenv _AL_SUB_PORT $_AL_COPY //last number for www_server_port #3 - SUN, 5 - Linux setenv _OS 3 //Operation system #Linux #Less than 7.1=0 or 7.1 and above =1 setenv _LIN_VER 1 //use for Linux OS only #Apache ssl #SSL is required = Y #SSL is not required = N setenv _SSL_FLAG N //SSL flag is N only!! setenv _HTTPS_PORT 443 //https port for use ssl login on the Web (optional) setenv _SSL_CERTFILE new.cert.cert //put in the real certificate name (optional) Ex Libris Ltd., 2002, 2003 Page 14 of 18

15 setenv _SSL_CERTKEY new.cert.key //put in the real certificate key name (optional) When all corrections are made, run the script and make all necessary changes in configuration files: csh -f change_cfg_all.csh logout and login again as aleph user. Start post installation script. cd $aleph_dev/install csh -f change_post.csh Copy the perl file on the system directories: (from /exlibris/aleph/a16_1/product/local/perl to /usr/bin ) as root user: cd $aleph_dev/install su sh post_install.sh exit 6 Install License Before checking ALEPH, make sure you received the Web license from the Ex Libris office. To install the license, perform the following: cd $alephe_root/tab vi license Erase all lines and enter all lines from the license you received. 7 Preparing the Oracle Database for ALEPH Create Oracle links Use the script change_ora.sh to create Oracle links. cd $aleph_dev/install Login as root user: su sh change_ora.sh exit Ex Libris Ltd., 2002, 2003 Page 15 of 18

16 7.2 Create special Oracle system users Login as aleph user Create the special aleph Oracle System users using script create_users: dlib usm01 csh f $aleph_proc/create_users Choose option 1 for ALEPH. 7.3 Check the $ORACLE_CONF directory Login as aleph user. Make sure that the $ORACLE_CONF directory exists and that access to the directory is open to all users. cd $ORACLE_CONF Check that you can use UTIL O to start or stop the Oracle server. To check, enter: dlib usm01 util o Stop and start Oracle using this utility. Notice that ALEPH's DBA is named ALEPH_DBA with the default password ALEPH_DBA. If required, you can change the password for the ALEPH_DBA user. UTIL O 1 3 (To check whether Oracle is active) If Oracle is active, shut it down: UTIL O 1 2 [no] ALEPH_DBA/ALEPH_DBA Restart Oracle: UTIL O 1 1 ALEPH_DBA/ALEPH_DBA Check that Oracle is running: UTIL O Initialize ALEPH 500 Demo Libraries ap imp_demo_libraries YES >& $TMPDIR/imp_demo_libraries.log & Check the log file $TMPDIR/imp_demo_lib_seq.log Ex Libris Ltd., 2002, 2003 Page 16 of 18

17 9 Initialize SSL Connection (Optional) SSL (Secure Sockets Layer) can be added to the Apache installation to enable secure connections to ALEPH 500. SSL is a security protocol that provides communications privacy over the Internet. The primary goal of the SSL Protocol is to provide privacy and reliability between two communicating applications. If you want to install SSL, you must get an SSL certificate and move to the directory $httpd_root/sslconf/conf. For example, for certificate ssl.cert: copy ssl.cert $httpd_root/sslconf/conf Change owner for certificate to root user. For example: su chown root $httpd_root/sslconf/conf/ssl.cert exit Change data.tml file and run the installation script. For example: cd /exlibris/aleph/a50_5/install Correct the main configuration file data.tml: Apache ssl #SSL is required = Y #SSL is not required = N setenv _SSL_FLAG Y //SSL flag setenv _HTTPS_PORT 443 //https port for use of ssl login on the Web (optional) setenv _SSL_CERTFILE ssl.cert //put in the real certificate name setenv _SSL_CERTKEY ssl.key //put in the real certificate key name When all corrections are made, run the script and make all necessary changes in configuration files: csh -f change_cfg.csh httpsd.conf Ex Libris Ltd., 2002, 2003 Page 17 of 18

18 10 Post Installation Tasks 10.1 Automatic startup (at boot) of servers To install auto start procedures, run autostart.sh script. cd $aleph_dev/install Login as root user: su sh autostart.sh /exlibris After completing this step, all scripts and links necessary for automatic startup and shutdown procedures will be created in system directories according to the type of operating system. Reboot server Create logbook Check whether the file /exlibris/logbook.aleph.16.a16_1 has been created and put your name in the by section. The logbook contains information about the version number, date of installation completion, person who performed the installation, and notes (if applicable). See the example below. ********************************************************************* Version ALEPH was installed on Tue Mar 18 14:34:55 IST The source version is taken from the ftp server Each transferred fix should be described in the logbook ********************************************************************* Date Name Fix Ex Libris Ltd., 2002, 2003 Page 18 of 18