diff --git a/_includes/cards/ojs3/developer-docs.md b/_includes/cards/ojs3/developer-docs.md index b6d2ffb06c5a..7be7fc89ad09 100644 --- a/_includes/cards/ojs3/developer-docs.md +++ b/_includes/cards/ojs3/developer-docs.md @@ -5,7 +5,7 @@ Guides to host and deploy OJS, write themes and plugins, and contribute new feat --- -- [Administrator's Guide](/admin-guide/) +- [Administrator's Guide](/admin-guide/en/) - [How to Upgrade](/dev/upgrade-guide/en/) - [Main Documentation](/dev/documentation/en/) - [Theming Guide](/pkp-theming-guide/) diff --git a/_includes/cards/omp3/developer-docs.md b/_includes/cards/omp3/developer-docs.md index 7ed1ab8c8990..7be7fc89ad09 100644 --- a/_includes/cards/omp3/developer-docs.md +++ b/_includes/cards/omp3/developer-docs.md @@ -5,9 +5,9 @@ Guides to host and deploy OJS, write themes and plugins, and contribute new feat --- -- [Administrator's Guide](/admin-guide/) -- [How to Upgrade](/dev/upgrade-guide/) -- [Main Documentation](/dev/documentation/) +- [Administrator's Guide](/admin-guide/en/) +- [How to Upgrade](/dev/upgrade-guide/en/) +- [Main Documentation](/dev/documentation/en/) - [Theming Guide](/pkp-theming-guide/) -- [Plugin Guide](/dev/plugin-guide/) +- [Plugin Guide](/dev/plugin-guide/en/) - ... and [more](/dev/) diff --git a/_includes/cards/ops3/developer-docs.md b/_includes/cards/ops3/developer-docs.md index 7ed1ab8c8990..7be7fc89ad09 100644 --- a/_includes/cards/ops3/developer-docs.md +++ b/_includes/cards/ops3/developer-docs.md @@ -5,9 +5,9 @@ Guides to host and deploy OJS, write themes and plugins, and contribute new feat --- -- [Administrator's Guide](/admin-guide/) -- [How to Upgrade](/dev/upgrade-guide/) -- [Main Documentation](/dev/documentation/) +- [Administrator's Guide](/admin-guide/en/) +- [How to Upgrade](/dev/upgrade-guide/en/) +- [Main Documentation](/dev/documentation/en/) - [Theming Guide](/pkp-theming-guide/) -- [Plugin Guide](/dev/plugin-guide/) +- [Plugin Guide](/dev/plugin-guide/en/) - ... and [more](/dev/) diff --git a/admin-guide/en/SUMMARY.md b/admin-guide/en/SUMMARY.md index b07c3a86386a..01ae345d2189 100644 --- a/admin-guide/en/SUMMARY.md +++ b/admin-guide/en/SUMMARY.md @@ -1,16 +1,17 @@ # Table of contents -* [Getting Started](./) - * [Requirements](./requirements) - * [Download](./download) - * [Configure](./configure) - * [Install](./install) -* [Advanced Configuration](./advanced) - * [Email](./advanced-email) - * [Jobs](./advanced-jobs) - * [Users](./advanced-users) - * [Multi-tenant](./advanced-multi-tenant) - * [Sandbox](./advanced-sandbox) +* [Introduction](./) +* [Getting Started](./getting-started) + * [Requirements](./getting-started#system-requirements) + * [Download](./getting-started#download) + * [Install](./getting-started#install) +* [Deployment](./deploy) + * [Configuration](./deploy#configure) + * [Email](./deploy-email) + * [Jobs](./deploy-jobs) + * [Users](./deploy-users) + * [Multi-tenant](./deploy-multi-tenant) + * [Sandbox](./deploy-sandbox) * [Import/Export](data-import-and-export) * [REST API](data-import-and-export#rest-api) * [Native XML](data-import-and-export#native-xml) diff --git a/admin-guide/en/advanced.md b/admin-guide/en/advanced.md deleted file mode 100644 index b61859568388..000000000000 --- a/admin-guide/en/advanced.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Advanced Configuration - Admin Guide - PKP Developer Docs -description: Advanced configuration options for running OJS, OPS or OPS in production. -book: admin-guide -version: 3.4 ---- - -# Advanced Configuration - -Applications can be configured by editing the `config.inc.php` file included in the root directory of each application. This file configures the application's connection to a database, email server, and file storage. - -It also includes options to secure the application in production, specify default date and time formats, and much more. The following sections will describe some of the most common configuration choices that system administrators will make. - ---- - -Learn more about [email configuration](./advanced-email). \ No newline at end of file diff --git a/admin-guide/en/advanced-email.md b/admin-guide/en/deploy-email.md similarity index 98% rename from admin-guide/en/advanced-email.md rename to admin-guide/en/deploy-email.md index 1828ce9d5c39..7d169d2727da 100644 --- a/admin-guide/en/advanced-email.md +++ b/admin-guide/en/deploy-email.md @@ -10,7 +10,7 @@ version: 3.4 > Most hosting services will provide a configured email server. If you are unsure, contact your hosting provider to learn what they are able to offer. {:.notice} -This section describes the requirements for a properly configured email server and discusses some of the configuration options for sending email with OJS, OMP and OPS. If you know what you're doing, you may prefer to follow the quick setup instructions in our [configuration guide](/admin-guide/en/configure#email-server). +This section describes the requirements for a properly configured email server and discusses some of the configuration options for sending email with OJS, OMP and OPS. If you know what you're doing, you may prefer to follow the quick setup instructions in our [configuration guide](/admin-guide/en/deploy#email-server). ## SPF @@ -37,7 +37,7 @@ The application uses these settings to reconfigure the `FROM` and `REPLY-TO` hea ## Sendmail vs SMTP vs PHPMailer -Most hosting services will provide the details the application should use to connect to a SMTP server for sending email. If you have those, follow the instructions in the [configuration guide](/admin-guide/en/configure#email-server). +Most hosting services will provide the details the application should use to connect to a SMTP server for sending email. If you have those, follow the instructions in the [configuration guide](/admin-guide/en/deploy#email-server). If not, the server will probably be configured to send email through the `sendmail` application. In such cases, set the `default` sender to `sendmail` in the `config.inc.php`: @@ -108,4 +108,4 @@ If you run your own email server, you can ask for help in our [community forum]( --- -Next, learn about how to improve performance with the [job runner](./advanced-jobs). +Next, learn about how to improve performance with the [job runner](./deploy-jobs). diff --git a/admin-guide/en/advanced-jobs.md b/admin-guide/en/deploy-jobs.md similarity index 99% rename from admin-guide/en/advanced-jobs.md rename to admin-guide/en/deploy-jobs.md index 7fdf555fb2b5..e1151362bdcd 100644 --- a/admin-guide/en/advanced-jobs.md +++ b/admin-guide/en/deploy-jobs.md @@ -201,4 +201,4 @@ Jobs should never be run while the site is under maintenance, for example during --- -Learn more about handling [user accounts](./advanced-users). \ No newline at end of file +Learn more about handling [user accounts](./deploy-users). \ No newline at end of file diff --git a/admin-guide/en/advanced-multi-tenant.md b/admin-guide/en/deploy-multi-tenant.md similarity index 96% rename from admin-guide/en/advanced-multi-tenant.md rename to admin-guide/en/deploy-multi-tenant.md index 19fa14f8fb95..5e93f64f0c68 100644 --- a/admin-guide/en/advanced-multi-tenant.md +++ b/admin-guide/en/deploy-multi-tenant.md @@ -49,4 +49,4 @@ Then add a privacy statement by logging in as an administrator and going to **Ad --- -Learn how to prevent unwanted emails, deposits and other tasks from being run in a [sandboxed test installation](./advanced-sandbox). +Learn how to prevent unwanted emails, deposits and other tasks from being run in a [sandboxed test installation](./deploy-sandbox). diff --git a/admin-guide/en/advanced-sandbox.md b/admin-guide/en/deploy-sandbox.md similarity index 90% rename from admin-guide/en/advanced-sandbox.md rename to admin-guide/en/deploy-sandbox.md index b87a538b4000..cd1fb2b469ae 100644 --- a/admin-guide/en/advanced-sandbox.md +++ b/admin-guide/en/deploy-sandbox.md @@ -49,7 +49,7 @@ job_runner = Off Depending on how you configured your server to run jobs, you may need to take additional steps. -If you are using **workers** to [process jobs](./advanced-jobs#workers), kill those processes. You may need to disable [Supervisor](./advanced-jobs#workers) or any process monitor that will restart the workers. +If you are using **workers** to [process jobs](./deploy-jobs#workers), kill those processes. You may need to disable [Supervisor](./deploy-jobs#workers) or any process monitor that will restart the workers. If you are using a **cron job** to run the following command, delete that cron job. @@ -57,7 +57,7 @@ If you are using a **cron job** to run the following command, delete that cron j php lib/pkp/tools/jobs.php run ``` -Disabling jobs will stop some functionality from running. For example, the search index will not be rebuilt when submissions are published or unpublished. Jobs will pile up without being processed. Read how to [monitor jobs](./advanced-jobs#how-to-monitor-jobs). +Disabling jobs will stop some functionality from running. For example, the search index will not be rebuilt when submissions are published or unpublished. Jobs will pile up without being processed. Read how to [monitor jobs](./deploy-jobs#how-to-monitor-jobs). ## Anonymize user emails diff --git a/admin-guide/en/advanced-users.md b/admin-guide/en/deploy-users.md similarity index 99% rename from admin-guide/en/advanced-users.md rename to admin-guide/en/deploy-users.md index 212fb9b5fb8e..e36f350ecbd1 100644 --- a/admin-guide/en/advanced-users.md +++ b/admin-guide/en/deploy-users.md @@ -157,4 +157,4 @@ Learn how to import or export data about user accounts in the [Import/Export](./ --- -The next section describes best practices for running lots of independent journals, presses or preprint servers from one [multi-tenant install](./advanced-multi-tenant). \ No newline at end of file +The next section describes best practices for running lots of independent journals, presses or preprint servers from one [multi-tenant install](./deploy-multi-tenant). \ No newline at end of file diff --git a/admin-guide/en/configure.md b/admin-guide/en/deploy.md similarity index 54% rename from admin-guide/en/configure.md rename to admin-guide/en/deploy.md index f37e7a682ddc..71fe1d71b7a5 100644 --- a/admin-guide/en/configure.md +++ b/admin-guide/en/deploy.md @@ -1,24 +1,39 @@ --- -title: Configure - Admin Guide - PKP Developer Docs -description: A guide to the configuration settings for Open Journal Systems (OJS), Open Monograph Press (OPS) or Open Preprint Systems (OPS). +title: Deployment Guide for OJS, OMP and OPS - Admin Guide - PKP Developer Docs +description: How to configure OJS, OMP and OPS and safely deploy these applications in a production environment. book: admin-guide version: 3.4 --- -# Configure +# Deployment -The configuration file is where you will connect the application to a database, email server and domain. There are dozens of configuration settings to customize your install. This guide will only cover the most important. +> Read the [Getting Started](./getting-started) guide first to learn how to download and install the software. +{:.notice} -Edit the configuration file on your server. +In a production environment, the software needs to be configured to send email, keep uploaded files private, and run regularly scheduled tasks. This guide describes the most important configuration steps that need to be taken before running a live, public instance of the software. -```bash -# Don't want to use vim? -# Use any text editor you prefer +## What you need to know -vim /config.inc.php -``` +In order to run this software securely, you will need to understand how to do the following: + +- Upload and edit files on your web server +- Modify file permissions on your web server +- Configure a cron job on your web server +- Manage file storage and memory limits on your web server +- Configure a SSL certificate for your domain + +If you are unfamiliar with some of these topics, you may be able to learn by following tutorials on the web. However, if you do not know how to deploy applications to a web server, we recommend that you find technical support for your project. This may be available through your research institution, a library publishing service, or a paid service provider like PKP's [Publishing Services](https://pkp.sfu.ca/hosting). + +## Configuration + +> The steps below describe how to use the command line to modify the files from a release package on a Linux web server. If you are not sure how to do this, or you run in a different environment, you may need to adapt the instructions to your server environment. We recommend speaking to your web hosting provider if you are not sure. +{:.notice} + +The configuration file is found in the root directory of the application. For example, if you installed the software to the directory `/var/www`, the configuration file would be located at `/var/www/config.inc.php`. + +Some of the settings in this file, like the database connection, are set during the installation process (see [Getting Started](./getting-started)). However, you will need to edit the file directly to configure other settings. -Find the `base_url` setting in the file and change it to the web address of your install. +Open the config file, find the `base_url` setting and change it to the web address of your install. ``` base_url = "" @@ -30,17 +45,7 @@ Add this domain to your `allowed_hosts` list. allowed_hosts = '[""]' ``` -Set your database credentials. - -``` -driver = mysqli -host = localhost -username = -password = -name = -``` - -Two secret keys need to be set in order to safely encrypt secure tokens on your server. You can use the following command to generate a random key. +Two secret keys need to be set in order to safely encrypt secure tokens on your server. You can use the following command to generate a random key in most Linux and Mac environments. ```bash openssl rand -base64 32 @@ -48,7 +53,7 @@ openssl rand -base64 32 Use the string created by this command to set the `salt` and `api_key_secret` values in `config.inc.php`. Each config setting should have a different value. -(We have not provided an example, because copy-pasting the example could compromise your site's security.) +(We have not provided an example, because copying the example could compromise your site's security.) Set the `require_validation` in order to require new users to validate their email addresses before using a new account. @@ -62,7 +67,7 @@ Every installation needs to have a secure files directory to ensure that private The directory must be outside of the web root. This is the root directory that someone accesses when they visit your domain name. For example, if you installed the application to `/var/www`, the files directory should not be in `/var/www`. -Create the directory and change the permissions to allow the web server to write files and directories to it. Then edit the `config.inc.php` with the absolute path to the `files_dir`. +Check the `files_dir` setting in the `config.inc.php` file. If it is within the web root, create a directory outside of the web root and modify the configuration file to point to this directory. ``` files_dir = @@ -72,7 +77,7 @@ files_dir = Most email will be blocked by spam filters unless you use a SMTP server with correctly configured [SPF](https://en.wikipedia.org/wiki/Sender_Policy_Framework) and [DMARC](https://en.wikipedia.org/wiki/DMARC) records. -> Not sure what to do here? Learn more about how to [configure an email server](./advanced-email). +> Not sure what to do here? Learn more about how to [configure an email server](./deploy-email). {:.notice} Turn SMTP on: @@ -101,7 +106,7 @@ force_default_envelope_sender = On force_dmarc_compliant_from = On ``` -Learn more about the [envelope sender](./advanced-email#dmarc). +Learn more about the [envelope sender](./deploy-email#dmarc). ## User Validation @@ -114,9 +119,7 @@ validation_timeout = 14 ## SSL / HTTPS -Every site should encrypt it's web traffic using a SSL certificate. This will make your site run from `https://` instead of `http://`. - -If you don't have a SSL certificate, you should [get one](./securing-your-system#sslencryption). +Every site should encrypt it's web traffic using a SSL certificate. This will make your site run from `https://` instead of `http://`. If you don't have a SSL certificate, you should [get one](./securing-your-system#sslencryption). Edit the `config.inc.php` file to force URLs to use SSL: @@ -138,11 +141,11 @@ If you are unable to configure this cron job, you must enable the Acron plugin a No configuration is required to enable the built-in job runner. This is useful for test installations and small sites. However, in production we recommend using a worker daemon or cron job to process jobs. -Learn more about how to configure the [job runner](./advanced-jobs). +Learn more about how to configure the [job runner](./deploy-jobs). ## Pretty URLs -Enable URL rewriting on your server in order to change ugly URLs like `?journal=publicknowledge&page=article&op=view` into user-friendly URLs like `/publicknowledge/articles/view/1`. +Enable URL rewriting on your server in order to drop the `index.php` from URLs. For example, instead of `https://example.org/index.php/publicknowledge`, the URL will be `https://example.org/publicknowledge`. The following is an example `.htaccess` file that can be used to enable `mod_rewrite` for Apache servers. This file should be placed in the web root. @@ -156,13 +159,7 @@ The following is an example `.htaccess` file that can be used to enable `mod_rew ``` -Then edit the `config.inc.php` file to turn off `disable_path_info`. - -``` -disable_path_info = Off -``` - -And turn on `restful_urls`. +Then edit the `config.inc.php` file to turn on `restful_urls`. ``` restful_urls = On @@ -174,4 +171,4 @@ The configuration file includes settings to control the default date formats, ma --- -Once you have configured everything, you are ready to [run the install](./install). \ No newline at end of file +You've now configured all of the critical application functions. Next, you can learn how to conifigure your [email server](./deploy-email) to reliably deliver email. \ No newline at end of file diff --git a/admin-guide/en/download.md b/admin-guide/en/download.md index f3bc405c9eb0..56e1f89b22f8 100644 --- a/admin-guide/en/download.md +++ b/admin-guide/en/download.md @@ -55,4 +55,4 @@ Change the file permissions of the following files and directories to allow them --- -Next, set database credentials and other [configuration settings](./configure). \ No newline at end of file +Next, set database credentials and other [configuration settings](./deploy). \ No newline at end of file diff --git a/admin-guide/en/getting-started.md b/admin-guide/en/getting-started.md new file mode 100644 index 000000000000..3fe297deaaf2 --- /dev/null +++ b/admin-guide/en/getting-started.md @@ -0,0 +1,89 @@ +--- +title: Getting Started with OJS, OMP or OPS - Admin Guide - PKP Developer Docs +description: A quick-start guide to install OJS, OMP or OPS in a test environment. +book: admin-guide +version: 3.4 +--- + +# Getting Started + +This is a quick-start guide to install and run OJS, OMP or OPS in a local test environment. Use this guide to try out the software on your own or to install it to a private, test environment. Before hosting the installation on a public server, you should read the [Deployment](./deploy) guide to learn how to safely configure the application. + +## System Requirements + +Your server — or your local development environment — must meet the following requirements in order to run the 3.4 release of OJS, OMP or OPS. + +- [PHP 8.0+](http://www.php.net/) with php-mbstring, php-xml, and php-intl enabled +- [MySQL 4.1+](http://www.mysql.com/), [MariaDB 4.1+](https://mariadb.org/) or [PostgreSQL 9.5+](http://www.postgresql.org/) +- Linux, or one of the following: BSD, Solaris, Mac OS X, Windows + +> **Older Versions**: Check the README.md file located in the download package of the version you want to install. + +## Download + +Download the latest stable release package (`.tar.gz`) from the PKP website. + +- [Open Journal Systems](https://pkp.sfu.ca/software/ojs/download) (OJS) +- [Open Monograph Press](https://pkp.sfu.ca/software/omp/download) (OMP) +- [Open Preprint Systems](https://pkp.sfu.ca/software/ops/download) (OPS) + +Use the `tar` command, or any archive software on your system, to unpack the `.tar.gz` file to a local directory. For example, if you downloaded the OJS 3.4.0 release package, you can use the following command to unpack the file. + +``` +tar -xvf ojs-3.4.0.tar.gz +``` + +This will create a directory for the software at `ojs-3.4.0`. Create another directory for file uploads. + +``` +mkdir ojs-files +``` + +> ⚠️ This creates the file uploads directory in which submission files are stored. When deploying the software to a public web server, make sure this directory is **not web-accessible** e.g. by placing it outside the web root. See the [Deployment](./deploy) guide for information on installing the application safely on a public web server. +{:.warning} + +Start PHP's built-in server from the release package's root directory. + +``` +cd ojs-3.4.0 +php -S localhost:8000 +``` + +## Install + +Open your browser and navigate to the installation page at the following URL. + +``` +http://localhost:8000 +``` + +You should see an installation screen like the one below. + + +![Screenshot of the installation screen of OJS](./assets/install-start.png) + +Complete the form to finish the installation, using the file uploads directory that you created. It may take a minute to install. You should see the following success screen when it is finished. + +![Screenshot of the install complete screen of OJS](./assets/install-complete.png) + +Once you have finished the install, login with the administrator account you set up to access the admin area. Depending on whether you installed OJS, OMP or OPS, you will be taken to a screen where you can create your first journal, press or preprint server. + +- In OJS, click the **Add Journal** button. +- In OMP, click the **Add Press** button. +- In OPS, click the **Add Server** button. + +Once you have created your first journal, press, or preprint server, you will be taken to it's Settings Wizard. + +![Screenshot of the settings wizard screen for a new journal](./assets/settings-wizard.png) + +Click the **Users** tab to create a new user for the Journal Manager, Press Manager, or Server Manager who will be responsible for managing the journal, press or preprint server. + +And you're done! You've successfully installed the software and created a manager user account. Login as the manager to explore the software as it will appear to the managing user of the journal, press or preprint server. This is usually a managing editor, an editor-in-chief, or a publishing assistant responsible for the day-to-day running of the journal. Or you can stay logged in as the administrator to see all of the features available to you as an admin. + +To explore the software further, click the small icon at the top to switch to your new journal, press or preprint server. + +![Screenshot of the journal switcher in OJS](./assets/settings-wizard-context-switcher.png) + +--- + +Congratulations! The software is now installed and you can begin testing it out. In a real environment, you will need to ensure your install is configured correctly and secured properly. Learn how to [deploy the software](./deploy). diff --git a/admin-guide/en/index.md b/admin-guide/en/index.md index a2fee077e53a..c31f9b4eabff 100644 --- a/admin-guide/en/index.md +++ b/admin-guide/en/index.md @@ -1,5 +1,5 @@ --- -title: Install OJS/OMP/OPS - Admin Guide - PKP Developer Docs +title: Admin Guide for OJS, OMP and OPS - PKP Developer Docs description: A guide for system administrators who want to install, deploy and maintain Open Journal Systems (OJS), Open Monograph Press (OPS) or Open Preprint Systems (OPS). book: admin-guide version: 3.4 @@ -7,20 +7,14 @@ version: 3.4 # Administrator's Guide -This is a guide for system administrators who want to install, deploy and maintain [Open Journal Systems (OJS)](https://pkp.sfu.ca/software/ojs), [Open Monograph Press (OPS)](https://pkp.sfu.ca/software/omp) or [Open Preprint Systems (OPS)](https://pkp.sfu.ca/software/ops). +This is a guide for system administrators who want to install, deploy and maintain [Open Journal Systems (OJS)](https://pkp.sfu.ca/software/ojs), [Open Monograph Press (OPS)](https://pkp.sfu.ca/software/omp) or [Open Preprint Systems (OPS)](https://pkp.sfu.ca/software/ops). It covers everything from getting started with your first test install to optimizing large production instances and importing and exporting data. -## Getting Started - -In order to install this software securely, you will need to understand how to do the following: - -- Upload and edit files on your web server -- Modify file permissions on your web server -- Configure a cron job on your web server -- Manage file storage and memory limits on your web server -- Configure a SSL certificate for your domain - -If you are unfamiliar with some of these topics, you may be able to learn by following tutorials on the web. However, if you do not know how to deploy applications to a web server, we recommend that you find technical support for your project. This may be available through your research institution, a library publishing service, or a paid service provider like PKP's [Publishing Services](https://pkp.sfu.ca/hosting). +- [Getting Started](./getting-started) — A quick-start guide to install the software locally or in a test server. Use this if you want to try out the software. +- [Deployment](./deploy) — Detailed instructions to configure the software correctly and run it securely in a production environment. Use this before you run a live instance of the software. +- [Import/Export](./data-import-and-export) — An overview of the options available to import and export data. Read this if you need to import a back catalogue or transfer data from or to another scholarly publishing system. +- [Security](./securing-your-system) — Best practices for running a secure server. Read this if you're not confident about securing your server. +- [Statistics](./statistics) — An overview of the statistics available in the system. Read this if you need to compile reports about readers, registered users, editorial activity or subscriptions. --- -Are you ready? Learn about the [system requirements](./requirements). \ No newline at end of file +Ready to [get started](./getting-started)? diff --git a/admin-guide/en/install.md b/admin-guide/en/install.md deleted file mode 100644 index c87dc9315f31..000000000000 --- a/admin-guide/en/install.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Install - Admin Guide - PKP Developer Docs -description: How to run the installer for Open Journal Systems (OJS), Open Monograph Press (OPS) or Open Preprint Systems (OPS). -book: admin-guide -version: 3.4 ---- - -# Install - -> These steps assume that you have [configured](./configure) your installation. -{:.warning} - -When you install the software, it will create the database tables and file directories that it needs to run. To install the software, visit your site in a web browser. - -``` -https://my-example-site.com -``` - -You should see an installation screen like the one below. - -![Screenshot of the installation screen of OJS](./assets/install-start.png) - -Complete the form to finish the installation. It may take a minute to install. You should see the following success screen when it is finished. - -![Screenshot of the install complete screen of OJS](./assets/install-complete.png) - -Once you have finished the install, login with the administrator account you set up to access the admin area. - -Depending on whether you installed OJS, OMP or OPS, you will be taken to a screen where you can create your first journal, press or preprint server. - -- In OJS, click the **Add Journal** button. -- In OMP, click the **Add Press** button. -- In OPS, click the **Add Server** button. - -Once you have created your first journal, press, or preprint server, you will be taken to it's Settings Wizard. - -![Screenshot of the settings wizard screen for a new journal](./assets/settings-wizard.png) - -Click the **Users** tab to create a new user for the Journal Manager, Press Manager, or Server Manager who will be responsible for managing the journal, press or preprint server. - -And you're done! You've successfully installed the software and handed it off to the editorial team. - -If you want to explore the software further, click the small icon at the top to switch to your new journal, press or preprint server. - -![Screenshot of the journal switcher in OJS](./assets/settings-wizard-context-switcher.png) - -## Upgrades - -It's important to keep the software up-to-date. You can learn about new software releases by following our [announcements forum](https://forum.pkp.sfu.ca/c/announcements/10) or signing up for the [developer email lists](https://lists.publicknowledgeproject.org/lists/). - -When it's time to make an upgrade, use our step-by-step guide on [how to upgrade](/dev/upgrade-guide/en/). diff --git a/admin-guide/en/requirements.md b/admin-guide/en/requirements.md deleted file mode 100644 index 02c49b164f5e..000000000000 --- a/admin-guide/en/requirements.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: System Requirements - Admin Guide - PKP Developer Docs -description: The server requirements to run Open Journal Systems (OJS), Open Monograph Press (OPS) or Open Preprint Systems (OPS). -book: admin-guide -version: 3.4 ---- - -# System Requirements - -Your server must meet the following requirements in order to run the 3.4 release of OJS, OMP or OPS. - -- [PHP 8.0+](http://www.php.net/) with php-mbstring, php-xml, and php-intl enabled -- [MySQL 4.1+](http://www.mysql.com/), [MariaDB 4.1+](https://mariadb.org/) or [PostgreSQL 9.5+](http://www.postgresql.org/) -- Linux, or one of the following: BSD, Solaris, Mac OS X, Windows - -> **Older Versions**: Check the README.md file located in the download package of the version you want to install. - -## Recommended - -In order to run, upgrade and troubleshoot your installation, we recommend a web server environment with the following: - -- Command-line access to perform upgrades -- `.htaccess` or similar technique to block web access during upgrades -- Support for cron jobs to run scheduled tasks -- An email server that supports SPF and DMARC in order to reliably deliver emails - ---- - -If your server meets these requirements, learn how to [download the software](./download). diff --git a/admin-guide/en/securing-your-system.md b/admin-guide/en/securing-your-system.md index 5137a2fec06f..650215c821db 100644 --- a/admin-guide/en/securing-your-system.md +++ b/admin-guide/en/securing-your-system.md @@ -7,17 +7,17 @@ version: 3.4 # Securing Your System -> This section describes how to run a secure server. Before reading this section, make sure you have followed the [recommended configuration](./configure) instructions to secure the application. +> This section describes how to run a secure server. Before reading this section, make sure you have followed the [recommended configuration](./deploy) instructions to secure the application. {:.warning} -It's important to run OJS, OMP and OPS on a secure server environment. In addition to the security settings in the [recommended configuration](./configure) of the application, you must ensure the server is secure where the applicaiton is run. +It's important to run OJS, OMP and OPS on a secure server environment. In addition to the security settings in the [recommended configuration](./deploy) of the application, you must ensure the server is secure where the applicaiton is run. This section makes a few recommendations for running secure servers. However, if you are unfamiliar with server administration, we strongly encourage you to use a professional hosting service or hire a professional system administrator. ## Security Checklist -- Follow the [recommended configuration](./configure) instructions. -- Follow additional configuration recommendations to [reduce spam accounts](./advanced-users). +- Follow the [recommended configuration](./deploy) instructions. +- Follow additional configuration recommendations to [reduce spam accounts](./deploy-users). - Use a long, random value for each one of the `salt` and `api_secret_key` settings in `config.inc.php`. - Make sure the `encryption` setting in `config.inc.php` is set to `sha1`. - Restrict [file permissions](#file-permissions) as much as possible. diff --git a/admin-guide/en/statistics.md b/admin-guide/en/statistics.md index 5a042c1d6fcb..e369870aa8b6 100644 --- a/admin-guide/en/statistics.md +++ b/admin-guide/en/statistics.md @@ -15,7 +15,7 @@ Read the sections below to learn how to configure the statistics for your site, ## Settings -> To ensure that statistics are collected correctly, make sure you have [configured your application](./configure) to run scheduled tasks and jobs. +> To ensure that statistics are collected correctly, make sure you have [configured your application](./deploy) to run scheduled tasks and jobs. {:.notice} As an administrator, you can restrict the type of statistics that will be collected. You may choose to do this to protect the privacy of visitors, comply with legal requirements in your jurisdiction, or reduce the disk space required for your database. @@ -245,7 +245,7 @@ Keep the following in mind when working with the log files. ### I don't see any statistics -Statistics are compiled once a day. No statistics will appear until 24 hours after a visitor has been logged. If you have visited the homepage of your journal, press or preprint server, waited more than 24 hours and still do not see those statistics, you may need to [configure scheduled tasks and jobs](./configure). +Statistics are compiled once a day. No statistics will appear until 24 hours after a visitor has been logged. If you have visited the homepage of your journal, press or preprint server, waited more than 24 hours and still do not see those statistics, you may need to [configure scheduled tasks and jobs](./deploy). You can tell if the scheduled task is being run by looking in the log directory at `/usageStats`. Once a log file has been processed, it will be moved to the `archive` directory. Learn more about the [log files](/dev/documentation/en/statistics#understanding-the-log-files). @@ -253,7 +253,7 @@ If you see log files in the archive, but still do not have any statistics, inspe ### I have enabled geographic statistics, but the geographic report doesn't include any data -The application uses the visitor's IP address to determine their location. In order for this to work, the application must have a copy of the database that maps IPs to their location. This file will be located in `/usageStats/IPGeoDB.mmdb`. If you have properly [configured](./configure) the application to run scheduled tasks, this will be updated monthly. +The application uses the visitor's IP address to determine their location. In order for this to work, the application must have a copy of the database that maps IPs to their location. This file will be located in `/usageStats/IPGeoDB.mmdb`. If you have properly [configured](./deploy) the application to run scheduled tasks, this will be updated monthly. ### I upgraded from an old version of OJS and I want to have stats from a long time ago diff --git a/dev/documentation/en/utilities-jobs.md b/dev/documentation/en/utilities-jobs.md index 08eb0f5e06c5..80688ae53aff 100644 --- a/dev/documentation/en/utilities-jobs.md +++ b/dev/documentation/en/utilities-jobs.md @@ -53,7 +53,7 @@ dispatch( ## Process Jobs -The Admin Guide describes how to [configure a job runner in production](/admin-guide/en/configure#job-runner). For local development, one of the following methods may be preferred. +The Admin Guide describes how to [configure a job runner in production](/admin-guide/en/deploy#job-runner). For local development, one of the following methods may be preferred. 1. Set the `job_runner` to `On` in the config file. Jobs will be run at the end of each web request. 2. Run `php lib/pkp/tools/jobs.php run` from the command line to run all jobs. diff --git a/dev/release-notebooks/en/3.4-release-notebook.md b/dev/release-notebooks/en/3.4-release-notebook.md index ec2109566c56..9e942c154310 100644 --- a/dev/release-notebooks/en/3.4-release-notebook.md +++ b/dev/release-notebooks/en/3.4-release-notebook.md @@ -51,7 +51,7 @@ It is now possible to send mail through third-party service providers like Mailg ### Jobs and Queues -Jobs and queues are now used to manage long-running tasks. By default, these jobs will be processed during normal web requests, which may impact your site's performance. We recommend setting up a [worker daemon](/admin-guide/en/configure#job-runner) to process jobs. +Jobs and queues are now used to manage long-running tasks. By default, these jobs will be processed during normal web requests, which may impact your site's performance. We recommend setting up a [worker daemon](/admin-guide/en/deploy#job-runner) to process jobs. ### Timezones