Main -> Documentation -> Getting Started -> Installing and Configuring the Open SiteSearch Suite -> Installing Open SiteSearch 4.2.1

Installing Open SiteSearch 4.2.1

 

Contents


Introduction
Document Conventions
What's Included in SiteSearch 4.2.1?
Requirements
Installation Procedure
Removing SiteSearch 4.2.1


Introduction

This document explains how to install version 4.2.1 of OCLC SiteSearch. This is the second Open Source SiteSearch release.

Important::    Existing SiteSearch users should apply the 4.2.1 upgrade patch to their current SiteSearch environment rather than using this installer.

Document Conventions

  • <WebZ_root> refers to the location of your SiteSearch WebZ environment.
  • <WebServer_root> refers to the location of your Web server.
  • JDK refers to the Java Development Kit on the system that will host SiteSearch.
  • <fullpath_to_JDK> refers to the full path to the JDK.


What's Included in SiteSearch 4.2.1?

WebZ Extension

The WebZ extension allows a Web server to route requests from a patron to the appropriate JaSSI server in the WebZ system. After installing the WebZ extension, you must specifically configure your Web server to use the WebZ extension. The software includes WebZ extensions for the following Web servers:

For UNIX-Based Servers

  • Apache
  • Netscape/iPlanet™ Fast Track and Enterprise Servers/Sun™ ONE Server

For NT Servers

  • Netscape/iPlanet™ Fast Track and Enterprise Servers/Sun™ ONE Server
  • Microsoft Internet Information Server (IIS)

See OCLC SiteSearch Suite System Requirements for the version(s) of each Web server that WebZ supports.

Apache

A freeware version of the Apache Web server, including a customized, built-in WebZ extension, is shipped with the WebZ extension installer for UNIX (currently, Apache is available only for UNIX). To use this preconfigured server, select Apache when prompted for the Web server during installation.

Note:

You must install the entire Apache Web server even if you intend to use an existing Apache server to run the Open SiteSearch Suite. The Web server installation package contains the WebZ extension module that you need to configure your existing Apache server to access WebZ.

Netscape and IIS

A WebZ extension is also available for Netscape's iPlanet™ Enterprise edition and FastTrack edition Web servers and Microsoft's Internet Information Server (IIS). To install the WebZ extension for either of these servers, select the desired option when prompted for the Web server during installation. After installing the WebZ extension, you must add the extension to the Web server's configuration to access WebZ. See Configuring Netscape to Use the WebZ Extension or Configuring Microsoft Internet Information Server (IIS) to Use the WebZ Extension, as appropriate.

Important: Do not set a document root in Netscape or IIS until after you install both the WebZ Extension and WebZ. These servers use the same directory for HTML documents. If you set the document root before installing both these products, you create a root directory for HTML documents (htdocs) that the installer cannot override.

WebZ

WebZ installation includes the WebZ configuration files, Out-of-the-Box Interface (OBI) HTML files, image files, Java classes, and API documentation, and the WebZ source code on your host system. For UNIX, it also adds MySQL as the relational database management software for the Access component.

Database Builder

Database Builder provides the Pears database engine introduced with SiteSearch 4.2.0, including source code. (The Pears source code is available from the OCLC Office of Research under a separate Open Source license.)

Database Builder also includes the Record Builder application, an end-user application built on WebZ technology that harnesses Database Builder's administrative utilities to allow you to create, modify, and maintain searchable Pears databases for local collections of digital objects (such things as images, sound files, Web sites, and .PDF files) and data.

You can obtain sample Pears databases from the SiteSearch Open Source Web site. The SiteSearch installer does not contain sample databases to keep the size of the installer to a reasonable size.

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Requirements

Before completing this installation, review the information in the Installing and Configuring the Open SiteSearch Suite and OCLC SiteSearch Suite System Requirements to ensure that you meet the system requirements and have all of the information you need to install WebZ successfully.

UNIX users:   

If you have an existing Apache Web server and you use the Web server only to run the Open SiteSearch software, OCLC recommends that you install all SiteSearch software in the same directory as your Web server.

All users:

 

Do not set a document root in Netscape or IIS until after you install both the WebZ Extension and WebZ. These servers use the same directory for HTML documents. Doing so creates a root directory for HTML documents (htdocs) that the installer cannot override.

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Installation Procedure

Before you install the WebZ software, configure your UNIX system environment variables or Windows NT system environment variables and create a top-level directory to contain your SiteSearch environment. Then read the instructions below, and make sure that you have the SiteSearch4_2_1Installer.jar installation file. There is a single installer for all supported UNIX operating systems (Solaris, Linux, DIGITAL UNIX, or Tru64 UNIX) and Windows NT/2000. OCLC recommends that UNIX users install using a graphical user interface.

Time Required for Installation

Plan on up to 30 minutes to install SiteSearch. The specific time required depends on the speed of your processor and the system load at the time you perform the installation.

Directions

1. Are you going to run SiteSearch under UNIX or Windows NT/2000?

  • UNIX.
    • Which version of the Java Development Kit (JDK) are you using?
      • Version 1.3 or higher. Enter this command from the directory where the installers reside:
          java -jar SiteSearch4_2_1Installer.jar
         
      • Note:    If you do not have a graphics server running or if InstallShield does not work, enter the following command from the command line:
             java -jar SiteSearch4_2_1Installer.jar -console

      • Version 1.2.2 or below. Enter this command from the directory where the installers reside:
          java -classpath \
          <fullpath_to_JDK>/lib/classes.zip:SiteSearch4_2_1Installer.jar

        Note:    Do not include the backslashes on the command line. They are included only for readability. Insert a space in place of the first backslash. Do not insert a space in place of the second backslash.
  • Windows NT/2000.
    • From Windows Explorer, double-click the SiteSearch4_2_1Installer.jar file.
    • If double-clicking the file doesn't work, open a DOS window and enter one of the commands shown for UNIX users, based on your JDK version.
Note:   

With an X-Windows and a PC X server (such as Exceed, X-WinPro, or SuperX), you may receive messages about font problems following the command prompt to start the installation, such as this:

Font specified in font.properties not found
[-urw-itc zapfdingbats-medium-r-normal--*-%d-*-*-p-*-sun-
fontspecific]

They do not affect the installation and you can safely ignore them.

2. The installer searches for your Java Development Kit (JDK). After it finds the JDK, it displays a Welcome screen.

3. Click Next> at the bottom of the Welcome screen.

4. Carefully review the source code license agreement. Use the scroll bars to scroll horizontally or vertically as needed. After reviewing the license agreement:

  • Click the Approve radio button to accept the terms specified in the license agreement and continue the installation. Then click Next>.
              OR
  • Click the Disapprove radio button to cancel the installation. Then click Cancel>.

Note:   

With an X-Windows and a PC X server, you may receive one or messages like this in the UNIX session window after scrolling:

Warning:
Name: HorScrollBar
Class: XmScrollBar
The specified scrollbar value is greater than the maximum
scrollbar value minus the scrollbar slider size.

They do not affect the installation and you can safely ignore them.

5. Specify the directory where you want to install SiteSearch in the Directory Name text box. The default is the directory where the installer resides. To specify a different directory, type its name in the text box or click Browse to select the directory. (The directory must already exist on the host system.)

6. Enter information about the server where you are installing SiteSearch.

Prompt

Description

Example

Server's Host Name

Full name of the server that will host SiteSearch.

bongo.dev.oclc.org

Server's IP Address

Internet Protocol (IP) address of the SiteSearch host system.

132.174.211.231

Web Server Name

Web server used for WebZ and Record Builder (if applicable). Click the radio button that corresponds to your Web server type.

  • For UNIX, click Apache or Netscape.
  • For Windows NT/2000, click Netscape or Microsoft IIS (Internet Information Server).

Apache


Note:   

The installer automatically detects the name and IP address of the server from which you are running the installer.

Click Next> to continue.

7. Which operating system are you using?

  • UNIX. Go to step 8.
  • Windows NT/2000. Go to step 10.

8. If you are installing under UNIX and you selected Apache as your Web server, you see a screen requesting the following information about the Apache Web server.

Prompt

Description

Example

Apache root location

Full path to the Apache Web server's top-level directory. You would not normally need to change this value.

/sitesearch/ss_prod/httpd

Apache administrator e-mail

Electronic mail (e-mail) address of the Open SiteSearch suite system administrator, who is normally also the administrator of the Apache Web server.

jsmith@anywhere.edu

WebZ Apache port

Port on the host system users will access WebZ.

8080

Record Builder Apache port

Port on the host system where your staff will access the Record Builder application. (This must be a different port than the WebZ Apache port.)

8081

Click Next> to continue.

9. If you are installing under UNIX, you see a screen requesting additional information about your Web server.

Prompt

Description

Example

Apache process username

User name of the Open SiteSearch suite system administrator.

jsmith

Apache process group name

Name of the UNIX group that has file permissions to the files and directories in the directory specified as the Apache root location.

reference

Perl interpreter location

Full path name of the Perl interpreter on the host system.

/usr/bin/perl

Click Next> to continue.

10. Enter the following information about the SiteSearch access component. While the installers use this information, you do not have to use the Access component to operate WebZ and/or Record Builder.

Prompt

Description

Example

Java SQL Driver Class Name

Fully qualified class name of the MySQL driver. The default is org.gjt.mm.mysql.Driver, which is located in the mysql_comp.jar file in the <WebZ_root>/mysql/classes/lib directory.

org.gjt.mm.mysql.Driver

MySQL Port

Port number of the host system that the MySQL server runs on to provide user authentication to the WebZ OBI and/or staff authentication for Record Builder. The port number must be greater than 1024. (The MySQL server manages authentication for both WebZ and Record Builder through a single port.)

2500

MySQL Process Name

User name of the MySQL system administrator.

jsmith

Click Next> to continue. Then go to step 12.

11. If you are installing under Windows NT/2000, you see a screen requesting information about the SiteSearch access component. Enter information about your SQL server. WebZ and Record Builder for Windows NT/2000 supports Microsoft SQL server as the relational database management system for WebZ's access control database, as part of the SiteSearch Access component. While the installers use this information, you do not have to use the Access component to operate WebZ and/or Record Builder.

Prompt

Description

Example

Java SQL Driver Class Name

The fully qualified class name of the SQL driver.

sun.jdbc.odbc.JdbcOdbcDriver

Click Next> to continue.

12. Indicate whether you want to install WebZ only or WebZ and Database Builder by clicking the appropriate radio button:

  • WebZ. Includes WebZ, the WebZ extension, and the WebZ source code. For UNIX, this also includes a preconfigured Apache Web server and the WebZ extension for Netscape. For Windows NT, it includes the WebZ extensions for both Netscape and IIS. (The WebZ extensions take little space and SiteSearch functions properly with both WebZ extensions installed.)
  • Database Builder. Includes everything included in a WebZ-only installation, plus Database Builder (the Pears database engine, Record Builder, and the SiteSearch Database Operations Tool (SSDOT)), and
    and the Database Builder source code.

Click Next> to continue.

13. The installer displays a confirmation screen, which includes the <WebZ_root> directory, the components that will be installed, and the amount of disk space required for the installation. Click:

  • Next> to begin installing files.

  • Back> to modify the components to be installed or the <WebZ_root> directory. To change <WebZ_root>, you need to click Back> several times to find the screen where you specify this directory.

14. While the installation proceeds, you can follow its progress by reading the messages displayed and the progress bar.

15. When the installer completes, click Finish to end the installation.

16. Is your operating system Solaris?

  • Yes. Are you using JDK 1.3.x?
    • Yes. Verify that the text in dark bold blue print has been added to the two places shown below in the jassi section of your ssmgr.hostname file in <WebZ_root>/scripts:

      jassi)
       if [ $# -eq 1 ]
        then
         Java -Dfile.encoding=ISO-8859-1 ORG.oclc.jassi.JaSSI \
           $ROOTDIR/ini/JaSSIServer.ini &
       else
         Java -Dfile.encoding=ISO-8859-1 ORG.oclc.jassi.JaSSI \
           $ROOTDIR/ini/$ININAME &
      fi
       ;;

      Note:  

      The backslashes (\) are included for readability. DO NOT add them to ssmgr.hostname.

    • No. Go to step 17.
  • No. Go to step 17.

17. Are you planning to use Record Builder?

  • Yes. Go to step 18.
  • No. Go to step 21.

18. Set the startup and maximum sizes of the memory allocation pool for the JaSSIRB server.

  • UNIX. Open <WebZ_root>/scripts/ssmgr.hostname (where hostname is the name of the system where you installed your SiteSearch environment.

    • Edit the jassi section of this file. Add -Xms8m -Xmx200m, as shown in dark bold blue text:
      jassi)
       if [ $# -eq 1 ] 
        then
         Java -Xms8m -Xmx200m ORG.oclc.jassi.JaSSI \
            $ROOTDIR/ini/JaSSIServer.ini & else Java -Xms8m -Xmx200m ORG.oclc.jassi.JaSSI \
      $ROOTDIR/ini/$ININAME &  fi
    • Go to step 21.

  • Windows NT/2000. Open the <WebZ_root>\scripts\ssmgr.bat file. Edit the jassi section of this file as follows:

    • Edit the jassi section of this file. Add -Xms8m -Xmx200m, as shown in dark bold blue text:
      jassi)
       if [ $# -eq 1 ] 
        then
         Java -Xms8m -Xmx200m ORG.oclc.jassi.JaSSI \
            $ROOTDIR/ini/JaSSIServer.ini & else Java -Xms8m -Xmx200m ORG.oclc.jassi.JaSSI \
      $ROOTDIR/ini/$ININAME &  fi
    • Go to step 19.

Notes:  

(1) The examples use backslashes (\) only for readability. Do not include them in your file.
(2) You may wish to refine these values based on your system configuration and your experience running Record Builder.

19. For Windows NT, edit the following variables in the [servername] section of <WebZ_root>\ini\JaSSIServer_rb.ini so that they read as follows:

LowUsedMemory  = 45000
MedUsedMemory  = 50000
HighUsedMemory = 55000

20. Edit the StartThreshold and StopThreshold variables in the [JaSSI] and [JaSSIRB] sections of <WebZ_root>\ini\OpServe_rb.ini so that they read as follows:

StartThreshold = 4.0
StopThreshold  = 2.25

21. If you are using Netscape or Microsoft IIS, configure your WebZ server to use the WebZ extension, as described in the following documents:

Note:

The installer establishes version 1 of the WebZ Out-of-the-Box Interface (OBI, version 1) as the default interface. To modify this, edit the following variables in the JaSSIServer.ini file:

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Removing SiteSearch 4.2.1

In SiteSearch 4.2.1, the installers lays down an uninstall directory, <WebZ_root>/_uninst. This directory contains two files: uninstall.dat and uninstall.jar. You cannot use the uninstall option if you delete these directories.

The uninstaller removes all files it created during the installation, including any of these files that you have modified. To retain your customized versions of files created during the installation (such as configuration files in the <WebZ_root>/ini directory), copy or move them elsewhere before running the uninstaller.

The uninstaller does not remove new files or directories that you create after the installation, such as custom Java class packages or HTML files.

Running the Uninstaller

To remove SiteSearch, follow these steps:

  • Go to <WebZ_root>/_uninst.
  • Type:
       Java -jar uninstall.jar
  • Follow the onscreen instructions.

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See Also

Installing and Configuring the Open SiteSearch Suite
Operating the WebZ System


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