Preparation¶

Standard Installation¶

Installing Dataverse involves some system configuration followed by executing an installation script that will guide you through the installation process as described in Installation, but reading about the Architecture and Components of Dataverse is recommended first.

Advanced Installation¶

There are some community-lead projects to use configuration management tools such as Ansible and Puppet to automate Dataverse installation and configuration, but support for these solutions is limited to what the Dataverse community can offer as described in each project’s webpage:

• https://github.com/GlobalDataverseCommunityConsortium/dataverse-ansible
• https://github.com/IQSS/dataverse-puppet

(Please note that the “dataverse-ansible” repo is used in a script that allows Dataverse to be installed on Amazon Web Services (AWS) from arbitrary GitHub branches as described in the Deployment section of the Developer Guide.)

The Dataverse development team is happy to “bless” additional community efforts along these lines (i.e. Docker, Chef, Salt, etc.) by creating a repo under https://github.com/IQSS and managing team access.

Dataverse permits a fair amount of flexibility in where you choose to install the various components. The diagram below shows a load balancer, multiple proxies and web servers, redundant database servers, and offloading of potentially resource intensive work to a separate server. (Glassfish is shown rather than Payara.)

A setup such as this is advanced enough to be considered out of scope for this guide (apart from a stub in the Advanced Installation section) but you are welcome to ask questions about similar configurations via the support channels listed in the Introduction.

Required Components¶

When planning your installation you should be aware of the following components of the Dataverse architecture:

• Linux: RHEL/CentOS is highly recommended since all development and QA happens on this distribution.
• App server: Payara is the recommended Jakarta EE application server.
• PostgreSQL: a relational database.
• Solr: a search engine. A Dataverse-specific schema is provided.
• SMTP server: for sending mail for password resets and other notifications.
• Persistent identifier service: DOI and Handle support are provided. Production use requires a registered DOI or Handle.net authority.
• Rserve: runs as a daemon to execute R code.

Optional Components¶

There are a number of optional components you may choose to install or configure, including:

• External Tools: Third party tools for data exploration can be added to Dataverse by following the instructions in the External Tools section of the Admin Guide.
• Dropbox integration dataverse.dropbox.key: for uploading files from the Dropbox API.
• Apache: a web server that can “reverse proxy” Jakarta EE applications (like Dataverse) and rewrite HTTP traffic.
• Shibboleth: an authentication system described in Shibboleth. Its use with Dataverse requires Apache.
• OAuth2: an authentication system described in OAuth Login Options.
• Geoconnect: a system that allows users to create maps from geospatial files, described in Geoconnect.

See also the Integrations section of the Admin Guide.

Hardware Requirements¶

A basic installation of Dataverse runs fine on modest hardware. For example, as of this writing the test installation at http://phoenix.dataverse.org is backed by a single virtual machine with two 2.8 GHz processors, 8 GB of RAM and 50 GB of disk.

In contrast, before we moved it to the Amazon Cloud, the production installation at https://dataverse.harvard.edu was backed by six servers with two Intel Xeon 2.53 Ghz CPUs and either 48 or 64 GB of RAM. The three servers with 48 GB of RAM run were web frontends running Glassfish 4 and Apache and were load balanced by a hardware device. The remaining three servers with 64 GB of RAM were the primary and backup database servers and a server dedicated to running Rserve. Multiple TB of storage were mounted from a SAN via NFS.

Currently, Harvard Dataverse is served by four AWS server nodes: two “m4.4xlarge” instances (64GB/16 vCPU) as web frontends, one 32GB/8 vCPU (“m4.2xlarge”) instance for the Solr search engine, and one 16GB/4 vCPU (“m4.xlarge”) instance for R and TwoRavens. The PostgreSQL database is served by Amazon RDS, and physical files are stored on Amazon S3.

The Dataverse installation script will attempt to give your app server the right amount of RAM based on your system.

Experimentation and testing with various hardware configurations is encouraged, or course, but do reach out as explained in the Introduction as needed for assistance.

Software Requirements¶

See Architecture and Components for an overview of required and optional components. The Prerequisites section is oriented toward installing the software necessary to successfully run the Dataverse installation script. Pages on optional components contain more detail of software requirements for each component.

Clients are expected to be running a relatively modern browser.