Installation Guide

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