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README

README for Evergreen trunk

Installing prerequisites:
========================
Evergreen has a number of prerequisite packages that must be installed
before you can successfully configure, compile, and install Evergreen.

1. Begin by installing the most recent version of OpenSRF (1.4.0 or later).
You can download OpenSRF releases from
http://evergreen-ils.org/downloads

2. On Debian and Ubuntu, the easiest way to install the rest of the
prerequisites for Evergreen is to use the Makefile.install prerequisite
installer.

Issue the following commands as the root user to install prerequisites
using the Makefile.install prerequisite installer, substituting
"debian-etch", "debian-lenny", "fedora-13", "ubuntu-hardy", "ubuntu-lucid",
"centos", or "rhel" for <osname> below:

make -f Open-ILS/src/extras/Makefile.install <osname>

Note: "centos" and "rhel" are less tested than the debian, fedora,
and ubuntu options.  Your patches and suggestions for improvement are
welcome!

Configuration and compilation instructions:
==========================================

For the time being, we are still installing everything in the /openils/
directory. If you are working with a version of Evergreen taken directly
from the Subversion repository, rather than a packaged version of Evergreen,
first see "Developer instructions" below.

Otherwise, issue the following commands to configure and build Evergreen:

./configure --prefix=/openils --sysconfdir=/openils/conf
make

Installation instructions:
=========================

Once you have configured and compiled Evergreen, issue the following
command as the root user to install Evergreen:

make STAFF_CLIENT_STAMP_ID=rel_trunk install

This will install Evergreen, including example configuration files in
/openils/conf/ that you can use as templates for your own configuration files.
The STAFF_CLIENT_STAMP_ID variable stamps the server-side and client-side files
for the staff client to ensure that they match.

Install Dojo Toolkit:
====================

Evergreen uses the Dojo Toolkit to support its Web and staff client interfaces.

Download the Dojo Toolkit (Dojo + Dijit + DojoX) from
http://dojotoolkit.org/downloads

Issue the following commands as the root user to fetch, extract, and copy the
files into the correct directory, adjusting the version number to match the
version of the Dojo Toolkit that you downloaded:

wget http://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz
tar -C /openils/var/web/js -xzf dojo-release-1.3.3.tar.gz
cp -r /openils/var/web/js/dojo-release-1.3.3/* /openils/var/web/js/dojo/.

Create the oils_web.xml configuration file:
==========================================
Many administration interfaces, such as acquisitions, bookings, and various
configuration screens, depend on the correct configuration of HTML templates.
Copying the sample configuration file into place should work in most cases:

cp /openils/conf/oils_web.xml.example /openils/conf/oils_web.xml

Change ownership of the Evergreen files:
=======================================

All files in the /openils/ directory and subdirectories must be owned by the
"opensrf" user. Issue the following command as the root user to change the
ownership on the files:

chown -R opensrf:opensrf /openils

Configure the Apache Web server:
===============================

Use the example configuration files in Open-ILS/examples/apache/ to configure
your Web server for the Evergreen catalog, staff client, Web services, and
administration interfaces.

Configure OpenSRF for the Evergreen application:
===============================================

There are a number of example OpenSRF configuration files in /openils/conf/ that
you can use as a template for your Evergreen installation.

cp /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
cp /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml

When you installed OpenSRF, you will have created four Jabber users on two
separate domains and edited the opensrf_core.xml file accordingly. Please
refer back to the OpenSRF README and edit the Evergreen version of the
opensrf_core.xml file using the same Jabber users and domains as you used
while installing and testing OpenSRF.

eg_db_config.pl, described in the following section, will set the database
connection information in opensrf.xml for you.

Creating the Evergreen database:
===============================

PostgreSQL 8.3 or 8.4 will be installed on your system by the Makefile.install
prerequisite installer if packages are available for your distribution, or
you will have to compile PostgreSQL 8.3 or 8.4 from source and install it (which
is beyond the scope of this document). PostgreSQL 8.4 is recommended if you have
the option.

Once the PostgreSQL database server has been installed, you will need to
create the database and add the appropriate languages and extensions to
support Evergreen. Issue the following commands as the "postgres" user to set
up a database called "evergreen". Note that the location of the PostgreSQL
"contrib" packages may vary depending on your distribution. In the following
commands, we assume that you are working with PostgreSQL 8.4 on a Debian-based
system:

createdb --template template0 --encoding UNICODE evergreen
createlang plperl evergreen
createlang plperlu evergreen
createlang plpgsql evergreen
psql -f /usr/share/postgresql/8.4/contrib/tablefunc.sql -d evergreen
psql -f /usr/share/postgresql/8.4/contrib/tsearch2.sql -d evergreen
psql -f /usr/share/postgresql/8.4/contrib/pgxml.sql -d evergreen

Once you have created the Evergreen database, you need to create a PostgreSQL
user to access the database. Issue the following command as the "postgres"
user to create a new PostgreSQL user named "evergreen". When prompted, enter
the new user's password and answer "yes" to make the new role a superuser:

createuser -P evergreen

Once you have created the Evergreen database, you also need to create the
database schema and configure your configuration files to point at the
database server. Issue the following command as root from inside the Evergreen
source directory, replacing <user>, <password>, <hostname>, <port>, and <dbname>
with the appropriate values for your PostgreSQL database:

perl Open-ILS/src/support-scripts/eg_db_config.pl --update-config \
       --service all --create-schema --create-offline \
       --user <user> --password <password> --hostname <hostname> --port <port> \
       --database <dbname>

This will create the database schema and configure all of the services in
your /openils/conf/opensrf.xml configuration file to point to that database.
It also creates the configuration files required by the Evergreen cgi-bin
administration scripts.

Developer instructions:
======================

Developers working directly with the source code from the Subversion
repository will also need to install some extra packages and perform
one more step before they can proceed with the "./configure" step.

Install the following packages:
  * autoconf
  * automake
  * libtool

Run the following command in the source directory to generate the configure
script and Makefiles:

./autogen.sh 

After running 'make install', developers also need to install the Dojo Toolkit
set of JavaScript libraries. The appropriate version of Dojo is included
in Evergreen release tarballs; developers should install the Dojo 1.3.3
version of Dojo as follows:

wget http://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz
tar xzf dojo-release-1.3.3.tar.gz
cp -r dojo-release-1.3.3/* /openils/var/web/js/dojo/.

Getting help:
============

Need help installing or using Evergreen? Join the mailing lists at
http://evergreen-ils.org/listserv.php or contact us on the Freenode
IRC network on the #evergreen channel.