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User Guide
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Installation Guide
Introduction
Preparation
Prerequisites
Installation
Configuration
Upgrading
TwoRavens
Shibboleth
OAuth Login Options
OpenID Connect Login Options
External Tools
Advanced Installation
Developer Guide
Style Guide
Installation Guide
ΒΆ
Contents:
Introduction
Quick Links
Intended Audience
Related Guides
Getting Help
Improving this Guide
Preparation
Choose Your Own Installation Adventure
Standard Installation
Advanced Installation
Architecture and Components
Required Components
Optional Components
System Requirements
Hardware Requirements
Software Requirements
Decisions to Make
Next Steps
Prerequisites
Linux
Java
Installing Java
Payara
Installing Payara
Launching Payara on System Boot
PostgreSQL
Installing PostgreSQL
Configuring Database Access for the Dataverse Installation (and the Dataverse Software Installer)
Solr
Supported Versions
Installing Solr
Solr Init Script
Securing Solr
jq
Installing jq
ImageMagick
Installing and configuring ImageMagick
R
Installing R
Installing the required R libraries
Rserve
Counter Processor
Installing Counter Processor
Installing Counter Processor Python Requirements
Next Steps
Installation
Running the Dataverse Software Installer
Logging In
Superuser Account
Troubleshooting
Dataset Cannot Be Published
Problems Sending Email
Mail Host Configuration & Authentication
UnknownHostException While Deploying
Fresh Reinstall
Drop database
Clear Solr
Deleting Uploaded Files
Rerun Installer
Configuration
Securing Your Installation
Changing the Superuser Password
Blocking API Endpoints
Forcing HTTPS
Recording User IP Addresses
Privacy Considerations
Email Privacy
Additional Recommendations
Run Payara as a User Other Than Root
Enforce Strong Passwords for User Accounts
Network Ports
Root Dataverse Collection Permissions
Persistent Identifiers and Publishing Datasets
Configuring Your Dataverse Installation for DOIs
Configuring Your Dataverse Installation for Handles
Auth Modes: Local vs. Remote vs. Both
Local Only Auth
Both Local and Remote Auth
Remote Only Auth
File Storage: Using a Local Filesystem and/or Swift and/or S3 object stores
Multi-store Basics
File Storage
Swift Storage
Setting up Compute with Swift
Amazon S3 Storage (or Compatible)
First: Set Up Accounts and Access Credentials
Preparation When Using Amazon’s S3 Service
Preparation When Using Custom S3-Compatible Service
Manually Set Up Credentials File
Console Commands to Set Up Access Configuration
Second: Configure Your Dataverse Installation to use S3 Storage
S3 Storage Options
Reported Working S3-Compatible Storage
Migrating from Local Storage to S3
Branding Your Installation
Custom Homepage
Custom Navbar Logo
Custom Header
Custom Footer
Custom Stylesheet
Internationalization
Adding Multiple Languages to the Dropdown in the Header
Configuring the “lang” Directory
Creating a languages.zip File
Load the languages.zip file into your Dataverse Installation
How to Help Translate the Dataverse Software Into Your Language
Web Analytics Code
Tracking Button Clicks
BagIt Export
Duracloud Configuration
Local Path Configuration
Google Cloud Configuration
API Call
PostPublication Workflow
Going Live: Launching Your Production Deployment
Letting Search Engines Crawl Your Installation
Ensure robots.txt Is Not Blocking Search Engines
Creating a Sitemap and Submitting it to Search Engines
Putting Your Dataverse Installation on the Map at dataverse.org
Administration of Your Dataverse Installation
Setting Up Integrations
JVM Options
dataverse.fqdn
dataverse.siteUrl
dataverse.files.directory
dataverse.auth.password-reset-timeout-in-minutes
dataverse.db.name
dataverse.db.user
dataverse.db.password
dataverse.db.host
dataverse.db.port
dataverse.rserve.host
dataverse.rserve.port
dataverse.rserve.user
dataverse.rserve.tempdir
dataverse.rserve.password
dataverse.dropbox.key
dataverse.path.imagemagick.convert
dataverse.dataAccess.thumbnail.image.limit
dataverse.dataAccess.thumbnail.pdf.limit
doi.baseurlstring
doi.dataciterestapiurlstring
doi.username
doi.password
dataverse.handlenet.admcredfile
dataverse.handlenet.admprivphrase
dataverse.handlenet.index
dataverse.timerServer
dataverse.lang.directory
dataverse.files.hide-schema-dot-org-download-urls
dataverse.useripaddresssourceheader
Application Server Settings
http.request-timeout-seconds
Database Settings
:BlockedApiPolicy
:BlockedApiEndpoints
:BlockedApiKey
BuiltinUsers.KEY
:SearchApiRequiresToken
:SystemEmail
:HomePageCustomizationFile
:LogoCustomizationFile
:HeaderCustomizationFile
:DisableRootDataverseTheme
:FooterCustomizationFile
:StyleCustomizationFile
:WebAnalyticsCode
:FooterCopyright
:DoiProvider
:Protocol
:Authority
:Shoulder
:IdentifierGenerationStyle
:DataFilePIDFormat
:FilePIDsEnabled
:IndependentHandleService
:FileValidationOnPublishEnabled
:ApplicationTermsOfUse
:ApplicationPrivacyPolicyUrl
:ApiTermsOfUse
:ExcludeEmailFromExport
:NavbarAboutUrl
:NavbarGuidesUrl
:GuidesBaseUrl
:GuidesVersion
:NavbarSupportUrl
:MetricsUrl
:MaxFileUploadSizeInBytes
:ZipDownloadLimit
:TabularIngestSizeLimit
:ZipUploadFilesLimit
:SolrHostColonPort
:SolrFullTextIndexing
:SolrMaxFileSizeForFullTextIndexing
:SignUpUrl
:LoginSessionTimeout
:TwoRavensUrl
:TwoRavensTabularView
:DatasetPublishPopupCustomText
:DatasetPublishPopupCustomTextOnAllVersions
:SearchHighlightFragmentSize
:ScrubMigrationData
:MinutesUntilConfirmEmailTokenExpires
:DefaultAuthProvider
:AllowSignUp
:FileFixityChecksumAlgorithm
:PVMinLength
:PVMaxLength
:PVNumberOfConsecutiveDigitsAllowed
:PVCharacterRules
:PVNumberOfCharacteristics
:PVDictionaries
:PVGoodStrength
:PVCustomPasswordResetAlertMessage
:ShibPassiveLoginEnabled
:ShibAffiliationAttribute
:ShibAttributeCharacterSetConversionEnabled
:ComputeBaseUrl
:CloudEnvironmentName
:PublicInstall
:DataCaptureModuleUrl
:RepositoryStorageAbstractionLayerUrl
:UploadMethods
:DownloadMethods
:GuestbookResponsesPageDisplayLimit
:CustomDatasetSummaryFields
:AllowApiTokenLookupViaApi
:ProvCollectionEnabled
:MetricsCacheTimeoutMinutes
:MDCLogPath
:DisplayMDCMetrics
:Languages
:InheritParentRoleAssignments
:AllowCors
:ChronologicalDateFacets
:CustomZipDownloadServiceUrl
:ArchiverClassName
:ArchiverSettings
:DuraCloudHost
:DuraCloudPort
:DuraCloudContext
:BagItLocalPath
:GoogleCloudBucket
:GoogleCloudProject
:InstallationName
:ExportInstallationAsDistributorOnlyWhenNotSet
Upgrading
TwoRavens
0. Overview
1. Prerequisites
a. httpd (Apache):
b. R:
c. rApache:
d. Install the build environment for R:
2. Install Extra R Packages
3. Install the TwoRavens Application
a. download and unzip the application
b. Rename the resulting directory “dataexplore” ...
c. run the installer
d. Version conflict check (preprocess.R)
e. Enable TwoRavens in a Dataverse Installation
f. Perform a quick test of TwoRavens functionality
4. Appendix
I. Ports configuration discussion
II. What the r-setup.sh script does:
III. What the install.pl script does:
Shibboleth
Introduction
Installation
System Requirements
Install Apache
Install Shibboleth
Enable Shibboleth Yum Repo
Install Shibboleth Via Yum
Configure Payara
App Server HTTP and HTTPS ports
AJP
SSLEngine Warning Workaround
Configure Apache
Enforce HTTPS
Edit Apache ssl.conf File
Configure Shibboleth
shibboleth2.xml
Specific Identity Provider(s)
Identity Federation
Shibboleth Attributes
attribute-map.xml
Shibboleth and ADFS
Disable or Reconfigure SELinux
Disable SELinux
Reconfigure SELinux to Accommodate Shibboleth
Put Type Enforcement (TE) File in misc directory
Navigate to misc directory
Run checkmodule
Run semodule_package
Run semodule
Restart Apache and Shibboleth
Configure Apache and shibd to Start at Boot
Verify DiscoFeed and Metadata URLs
Add the Shibboleth Authentication Provider to Your Dataverse Installation
Exchange Metadata with Your Identity Provider
Backup sp-cert.pem and sp-key.pem Files
Debugging
Converting Accounts
Converting Local Users to Shibboleth
Converting Shibboleth Users to Local
Institution-Wide Shibboleth Groups
OAuth Login Options
Introduction
Setup
Identity Provider Side
Obtain Client ID and Client Secret
Dataverse Installation Side
ORCID Sandbox
Converting Local Users to OAuth
Converting OAuth Users to Local
OpenID Connect Login Options
Introduction
Other use cases and combinations
How to use
External Tools
Inventory of External Tools
Managing External Tools
Building External Tools
Advanced Installation
Multiple App Servers
Detecting Which App Server a User Is On
Optional Components
Standalone “Zipper” Service Tool