Before running the Dataverse installation script, you must install and configure the following software.

After following all the steps below, you can proceed to the Installation section.

You may find it helpful to look at how the configuration is done automatically by various tools such as Vagrant, Puppet, or Ansible. See the Preparation section for pointers on diving into these scripts.


We assume you plan to run Dataverse on Linux and we recommend RHEL/CentOS, which is the Linux distribution tested by the Dataverse development team. Please be aware that while el7 (RHEL/CentOS 7) is the recommended platform, the steps below were orginally written for el6 and may need to be updated (please feel free to make a pull request!).


Dataverse requires Java SE 8 (8u74/JDK 1.8.0u74 or higher).

Installing Java

Dataverse should run fine with only the Java Runtime Environment (JRE) installed, but installing the Java Development Kit (JDK) is recommended so that useful tools for troubleshooting production environments are available. We recommend using Oracle JDK or OpenJDK.

The Oracle JDK can be downloaded from

On a RHEL/CentOS, install OpenJDK (devel version) using yum:

# yum install java-1.8.0-openjdk-devel

If you have multiple versions of Java installed, Java 8 should be the default when java is invoked from the command line. You can test this by running java -version.

On RHEL/CentOS you can make Java 8 the default with the alternatives command, having it prompt you to select the version of Java from a list:

# alternatives --config java

If you don’t want to be prompted, here is an example of the non-interactive invocation:

# alternatives --set java /usr/lib/jvm/jre-1.8.0-openjdk.x86_64/bin/java


Glassfish Version 4.1 is required. There are known issues with newer versions of the Glassfish 4.x series so it should be avoided. For details, see . The issue we are using the track support for Glassfish 5 is .

Installing Glassfish

Note: The Dataverse installer need not be run as root, and it is recommended that Glassfish not run as root either. We suggest the creation of a glassfish service account for this purpose.

  • Download and install Glassfish (installed in /usr/local/glassfish4 in the example commands below):

    # wget
    # unzip
    # mv glassfish4 /usr/local

If you intend to install and run Glassfish under a service account (and we hope you do), chown -R the Glassfish hierarchy to root to protect it but give the service account access to the below directories:

  • Set service account permissions:

    # chown -R root:root /usr/local/glassfish4
    # chown glassfish /usr/local/glassfish4/glassfish/lib
    # chown -R glassfish:glassfish /usr/local/glassfish4/glassfish/domains/domain1

After installation, you may chown the lib/ directory back to root; the installer only needs write access to copy the JDBC driver into that directory.

Once Glassfish is installed, you’ll need a newer version of the Weld library (v2.2.10.SP1) to fix a serious issue in the library supplied with Glassfish 4.1 (see for details). If you plan to front Glassfish with Apache you must also patch Grizzly as explained in the Shibboleth section.

  • Remove the stock Weld jar; download Weld v2.2.10.SP1 and install it in the modules folder:

    # cd /usr/local/glassfish4/glassfish/modules
    # rm weld-osgi-bundle.jar
    # wget
  • Change from -client to -server under <jvm-options>-client</jvm-options>:

    # vim /usr/local/glassfish4/glassfish/domains/domain1/config/domain.xml

This recommendation comes from among other places.

  • Start Glassfish and verify the Weld version:

    # /usr/local/glassfish4/bin/asadmin start-domain
    # /usr/local/glassfish4/bin/asadmin osgi lb | grep 'Weld OSGi Bundle'

Launching Glassfish on system boot

The Dataverse installation script will start Glassfish if necessary, but you may find the following scripts helpful to launch Glassfish start automatically on boot.

  • This Systemd file may be serve as a reference for systems using Systemd (such as RHEL/CentOS 7 or Ubuntu 16+)
  • This init script may be useful for RHEL/CentOS 6 or Ubuntu >= 14 if you’re using a Glassfish service account, or
  • This Glassfish init script may be helpful if you’re just going to run Glassfish as root.

It is not necessary for Glassfish to be running before you execute the Dataverse installation script; it will start Glassfish for you.

Please note that you must run Glassfish in an English locale. If you are using something like LANG=de_DE.UTF-8, ingest of tabular data will fail with the message “RoundRoutines:decimal separator no in right place”.


Installing PostgreSQL

Version 9.x is required. Previous versions have not been tested.

The version that ships with el7 and above is fine:

# yum install postgresql-server
# service postgresql initdb
# service postgresql start

The standard init script that ships with el7 should work fine. Enable it with this command:

# chkconfig postgresql on

Configuring Database Access for the Dataverse Application (and the Dataverse Installer)

  • The application and the installer script will be connecting to PostgreSQL over TCP/IP, using password authentication. In this section we explain how to configure PostgreSQL to accept these connections.

  • If PostgreSQL is running on the same server as Glassfish, find the localhost ( entry that’s already in the pg_hba.conf and modify it to look like this:

    host all all md5

    Once you are done with the prerequisites and run the installer script (documented here: Installation) it will ask you to enter the address of the Postgres server. Simply accept the default value there.

  • The Dataverse installer script will need to connect to PostgreSQL as the admin user, in order to create and set up the database that the Dataverse will be using. If for whatever reason it is failing to connect (for example, if you don’t know/remember what your Postgres admin password is), you may choose to temporarily disable all the access restrictions on localhost connections, by changing the above line to:

    host all all trust

    Note that this rule opens access to the database server via localhost only. Still, in a production environment, this may constitute a security risk. So you will likely want to change it back to “md5” once the installer has finished.

  • If the Dataverse application is running on a different server, you will need to add a new entry to the pg_hba.conf granting it access by its network address:

    host all all [ADDRESS] md5

    Where [ADDRESS] is the numeric IP address of the Glassfish server. Enter this address when the installer asks for the PostgreSQL server address.

  • In some distributions, PostgreSQL is pre-configured so that it doesn’t accept network connections at all. Check that the listen_address line in the configuration file postgresql.conf is not commented out and looks like this:


    The file postgresql.conf will be located in the same directory as the pg_hba.conf above.

  • Important: PostgreSQL must be restarted for the configuration changes to take effect! On RHEL and similar (provided you installed Postgres as instructed above):

    # service postgresql restart

    On MacOS X a “Reload Configuration” icon is usually supplied in the PostgreSQL application folder. Or you could look up the process id of the PostgreSQL postmaster process, and send it the SIGHUP signal:

    kill -1 PROCESS_ID


The Dataverse search index is powered by Solr.

Installing Solr

Download and install Solr with these commands:

# wget
# tar xvzf solr-4.6.0.tgz
# rsync -auv solr-4.6.0 /usr/local/
# cd /usr/local/solr-4.6.0/example/solr/collection1/conf/
# cp -a schema.xml schema.xml.orig

The reason for backing up the schema.xml file is that Dataverse requires a custom Solr schema to operate. This schema.xml file is contained in the “dvinstall” zip supplied in each Dataverse release at . Download this zip file, extract schema.xml from it, and put it into place (in the same directory as above):

# cp /tmp/schema.xml schema.xml

With the Dataverse-specific schema in place, you can now start Solr:

# cd /usr/local/solr-4.6.0/example
# java -jar start.jar

Solr Init Script

The command above will start Solr in the foreground which is good for a quick sanity check that Solr accepted the schema file, but letting the system start Solr automatically is recommended.

  • This Solr Systemd file will launch Solr on boot as the solr user for RHEL/CentOS 7 or Ubuntu 16+ systems, or
  • For systems using init.d, you may attempt to adjust this Solr init script for your needs or write your own.

Solr should be running before the Dataverse installation script is executed.

Securing Solr

Solr must be firewalled off from all hosts except the server(s) running Dataverse. Otherwise, any host that can reach the Solr port (8983 by default) can add or delete data, search unpublished data, and even reconfigure Solr. For more information, please see

You may want to poke a temporary hole in your firewall to play with the Solr GUI. More information on this can be found in the Development Environment section of the Developer Guide.


Installing jq

jq is a command line tool for parsing JSON output that is used by the Dataverse installation script. explains various ways of installing it, but a relatively straightforward method is described below. Please note that you must download the 64- or 32-bit version based on your architecture. In the example below, the 64-bit version is installed. We confirm it’s executable and in our $PATH by checking the version (1.4 or higher should be fine):

# cd /usr/bin
# wget
# chmod +x jq
# jq --version


Dataverse uses ImageMagick to generate thumbnail previews of PDF files. This is an optional component, meaning that if you don’t have ImageMagick installed, there will be no thumbnails for PDF files, in the search results and on the dataset pages; but everything else will be working. (Thumbnail previews for non-PDF image files are generated using standard Java libraries and do not require any special installation steps).

Installing and configuring ImageMagick

On a Red Hat and similar Linux distributions, you can install ImageMagick with something like:

# yum install ImageMagick

(most RedHat systems will have it pre-installed). When installed using standard yum mechanism, above, the executable for the ImageMagick convert utility will be located at /usr/bin/convert. No further configuration steps will then be required.

On MacOS you can compile ImageMagick from sources, or use one of the popular installation frameworks, such as brew.

If the installed location of the convert executable is different from /usr/bin/convert, you will also need to specify it in your Glassfish configuration using the JVM option, below. For example:


(see the Configuration section for more information on the JVM options)

Now that you have all the prerequisites in place, you can proceed to the Installation section.