Requirements for Primo 4

Installation
Version 4.0

CONFIDENTIAL INFORMATION
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willresultineconomicloss.DONOTCOPYUNLESSYOUHAVEBEENGIVENSPECIFIC
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confidential.

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thatyouhavethemostcurrentdocumentation.Therearenowarrantiesofanykind,expressor
implied,providedinthisdocumentation,otherthanthoseexpresslyagreeduponinthe
applicableExLibriscontract.ThisinformationisprovidedASIS.Unlessotherwiseagreed,Ex
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TRADEMARKS
ExLibris,theExLibrisbridge,Primo,Aleph,Alephino,Voyager,SFX,MetaLib,Verde,
DigiTool,Preservation,Rosetta,URM,ENCompass,EndeavoreZConnect,WebVoyge,Citation
Server,LinkFinderandLinkFinderPlus,andothermarksaretrademarksorregistered
trademarksofExLibrisLtd.oritsaffiliates.
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propertyrightsthatExLibrisLtd.oritsaffiliateshaveestablishedinanyofitsproducts,features,
orservicenamesorlogos.
Trademarksofvariousthirdpartyproducts,whichmayincludethefollowing,arereferencedin
thisdocumentation.ExLibrisdoesnotclaimanyrightsinthesetrademarks.Useofthesemarks
doesnotimplyendorsementbyExLibrisofthesethirdpartyproducts,orendorsementbythese
thirdpartiesofExLibrisproducts.
OracleisaregisteredtrademarkofOracleCorporation.
UNIXisaregisteredtrademarkintheUnitedStatesandothercountries,licensedexclusively
throughX/OpenCompanyLtd.
Microsoft,theMicrosoftlogo,MS,MSDOS,MicrosoftPowerPoint,VisualBasic,VisualC++,
Win32,
MicrosoftWindows,theWindowslogo,MicrosoftNotepad,MicrosoftWindowsExplorer,
MicrosoftInternetExplorer,andWindowsNTareregisteredtrademarksandActiveXisa
trademarkoftheMicrosoftCorporationintheUnitedStatesand/orothercountries.
UnicodeandtheUnicodelogoareregisteredtrademarksofUnicode,Inc.
GoogleisaregisteredtrademarkofGoogleInc.
iPhoneisaregisteredtrademarkofAppleInc.

CopyrightExLibrisLimited,2014.Allrightsreserved.
Documentreleased:August6,2014
Webaddress:http://www.exlibrisgroup.com

Table of Contents
AboutthisGuide .......................................................................................5
Chapter1

ServerHardwareandSoftwareRequirements ....................................7
ServerRequirements ..................................................................................7
FilesystemandDiskSpaceRequirements...............................................9
BackupandRecoveryMediaandProcedures......................................11

Chapter2

ClientHardwareandSoftwareRequirements...................................13

Chapter3

CommunicationRequirements .............................................................15
NetworkConfiguration ...........................................................................15
ServerAccess.............................................................................................16
PortsandActivityTypes .........................................................................16

Chapter4

InstallationRequirements......................................................................19

Chapter5

ResponsibilitiesChecklist .....................................................................21

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Requirements for Primo 4 Installation

Table of Contents

August 6, 2014

About this Guide

ThisdocumentdescribestherequirementsforPrimoinstallationanduse.
Beforepurchasingandinstallingthehardwareandoperatingsystem,confirm
thehardwareandoperatingsystemrequirementswithyourExLibris
representative.
NOTE:
TheserequirementsmaychangebecauseofExLibrisdevelopment
demands.
Inaddition,youmustfilloutandreturntheRequestforPrimoInstallationform
toExLibris,eitherelectronicallyorviafax,priortoinstallation.

August 6, 2014

Requirements for Primo 4 Installation

About this Guide

August 6, 2014

1
Server Hardware and Software
Requirements
Thissectionincludes:

ServerRequirementsonpage7

FilesystemandDiskSpaceRequirementsonpage9

BackupandRecoveryMediaandProceduresonpage11

Server Requirements
InstallPrimoandtheOracledatabaseonadedicatedserverwiththe
specificationsdescribedinthetablebelow.
NOTE:
IfyouwanttoinstallthePrimoandOracledatabasesonyourAlephor
MetaLib/SFXserver,contactyourExLibrisrepresentative.
CAUTION:
ReferfirsttotheOperatingSystemRequirementsforRedHatEnterpriseLinux,
OperatingSystemRequirementsfortheSunPlatform,andGuidelinesforUsing
VirtualEnvironmentsExLibrisProductsdocumentsforbasicanddetailed
requirementsandthenrefertothefollowingrequirementsforinformation
thatisspecifictoPrimo.
Foreachofthefollowingoperatingsystemversions,ExLibrisrecommendsthat
youinstallthelatestOSupdatelevel.

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Requirements for Primo 4 Installation

Chapter 1: Server Hardware and Software Requirements

Table 1. Server Requirements

Specification

Description

OperatingSystem/
Platform

Linux:RedHatAS/ES5.2,6.0,andlaterreleases64bit,
CentOS6

NOTE:
Ifaproblemoccursandthesourceofthe
problemisnotidentifiedonCentOS,be
preparedtoreinstalltheapplicationontheRed
HatoperatingsystemtoenableExLibristo
isolatetheproblem.
Sun:Solaris1064bitbasedonx86
CPUcores

4(minimum)

RAM

8GB(minimum)

MediaforDataExchange

FTPandInternetconnection(seeCommunication
Requirementsonpage6)
CDROMdrivefordataandsoftwareexchange(in
caseFTPisnotavailabletemporarily,orifExLibris
hasapprovedworkwithoutanInternetconnection)

Database

Oracle64bit

AdditionalServer
Software*

Cshellpackage(cshortcsh)(aspartofthe
operatingsystem)
LinuxplatformGCC(aspartoftheoperating
system)
OracleRDBMSaddonsoftware(installedbyEx
LibristoensurefullcompatibilitywithPrimo)

*. ExLibriswillinstalltheadditionalserversoftwaretoensurefull
compatibilitywithPrimo.
NOTE:
Forlargeprojects,suchasconfiguringtwoormoreservers,configurations
thataremorecomplicatedarenecessary.
ContactyourExLibrisrepresentativetodiscusstheexactproductionserver
specification,includingtherequirednumberofCPUsandRAMasafunctionof
thedatabasesizeandthenumberofconcurrentusers.

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Requirements for Primo 4 Installation

Chapter 1: Server Hardware and Software Requirements

Filesystem and Disk Space Requirements

MounteachphysicaldiskthatPrimowilluseonaseparatefilesystem,and
namethefilesystemsasfollows:/exlibris,/exlibris1,/exlibris2,andso
forth.
Defineafilesystemnamed/exlibriswithaminimumof70GB,andmountit
directlytotheserver.Thismandatoryfilesystemwillexclusivelyholdall
software,configurationtables,andfilesthatExLibriswillinstall.
NOTES:

The/exlibrisfilesystemcannotbeasoftorsymboliclinktoany
alternativelynamedfilesystem.

The/exlibrisfilesystemontheSearchEngineserver(SE)mustbe
definedonalocaldisk.

YoucaninstallthePrimodatabasefilesandpublishingplatformonanyofthe
/exlibrisfilesystems.
NOTE:
Thetotalsizeofthedatabasefilesdependsonthenumberofrecords
storedintheAlephand/orDigiTooldatabases.
Thefollowingtableliststheminimumdiskspacerequirementsnecessaryfor
runningandmaintainingPrimosoftwareanddata.
Table 2. Minimum Disk Space Requirements

Primo Software
and Data

Minimum Requirement

Location

PrimoandOracle
software

10GB

/exlibris

OracleDBsize

50GBinitial(forupto500,000
records)+50KBperBIBrecord

/exlibris
or
/exlibris1,
/exlibris2,
/exlibris3.

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Requirements for Primo 4 Installation

Chapter 1: Server Hardware and Software Requirements

Table 2. Minimum Disk Space Requirements

Primo Software
and Data

Minimum Requirement

Location

Publishingplatform

60GBinitial+60KBperBIB
record

/exlibris
or
/exlibris1,
/exlibris2,
/exlibris3.

NFSdiskforindexing
(relevantwhenPrimois
installedonmorethan
oneserver)

Atleast20G

RAM

Atleast8GB

Swapspace

Atleast12GB

/tmp

Atleast4GB

/primo_indexing

Theaboverequirementsaregeneralguidelinesfordeterminingthediskspace
requirements.Determinetheexactamountofdiskspacerequirementsin
conjunctionwithyourExLibrisrepresentative.
Thediskrequirementsspecifiedaboveenablethesupportofthefollowing
activities:

Reorganizationofthedatabase(aspartoftheperiodicmaintenanceofthe
database)withminimaldowntime

Fullreindexingofthedatabasewithminimaldowntime

ThediskrequirementsspecifiedabovedoNOTinclude:

10

Systemdiskrequirementsforoperatingsystemoverhead

DiskspacenecessaryforrunningOracleinArchiveLogmode(seeBackup
andRecoveryMediaandProceduresonpage4)

Diskspacerequirementsforbackupinlargesites(seeBackupandRecovery
MediaandProceduresonpage4)

Anytypeofdataredundancy,suchasRAID1,5or0/1solutions

Primoupgraderequirements.SeetheRequirementsforUpgradefrom
Primo2toPrimo3documentformoredetails.

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Requirements for Primo 4 Installation

Chapter 1: Server Hardware and Software Requirements

NOTE:
WhenupgradingyoursystematthepostSTPstage,allocatetwicethe
amountofdiskspacefortheupgradeasyouhaveavailableforthecurrent
versionanddatabase.

Backup and Recovery Media and Procedures

Youareresponsibleforbackupandrecoveryproceduresandthemediawith
whichyouchoosetoperformtheseprocedures.

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11

Requirements for Primo 4 Installation

Chapter 1: Server Hardware and Software Requirements

12

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2
Client Hardware and Software
Requirements
SetupallclientWebbasedworkstationstoruntheminimumsupportedversion
ofanapprovedbrowseronaWindowsoperatingsystem.Hardware
requirementsareminimalandarebasedonlyontheneedtorunthebrowsersin
agivenoperatingsystem.
ThefollowingaretheclientPCconfigurationrequirements:
Table 3. PC Configuration Requirements

PC Configuration

Requirements

WindowsXP/7/Vista

CPU:PentiumIII1GHz

MAC

Memory:256MB(512MBrecommended)
Disk:10GB

BrowsersforFrontEnd
UI

InternetExplorer8,9,and10forWindows
Firefox27.0.1forWindowsandlater
Chrome33.0andlater
Safari6forMACandlater

NOTE:
SincePrimoisbuiltinaccordancewithindustry
standards,itislikelyPrimowillfunctionwellin
browsersthatareabsentfromthislist.Quality
assuranceandbugfixesareperformedonlyonthe
listedbrowsers.
BrowsersforBack
OfficeUI
DisplayResolution

August 6, 2014

InternetExplorer8,9,and10forWindows
Firefox27.0.1forWindows
1024x768pixels

13

Requirements for Primo 4 Installation

Chapter 2: Client Hardware and Software Requirements

Table 3. PC Configuration Requirements

PC Configuration

Requirements

Miscellaneous

NetworkInterfaceCardwithInternet/LANconnection
TCP/IPinstalledandconnectiontoservertested
Telnetorterminalemulatorclient(administrators
machineonly)
FTP(administratorsmachineonly)
Mouseorrollerball,oranotherpointingdevice

UnicodeFont

AnappropriateUnicodefontonboththePCandbrowser.
VerifythattheselectedUnicodefontincludesall
charactersrequired.

NOTE:
IfyouuseCJK,thefontsmaycausethepagestoloadslowly.Ifyouare
usingonlyLatinfonts,therefore,selectaLatinUnicodefontforbetter
performance.

14

August 6, 2014

3
Communication Requirements
Thissectionincludes:

NetworkConfigurationonpage15

ServerAccessonpage16

PortsandActivityTypesonpage16

Network Configuration
Theservermusthaveafullyqualifiedhostname(whichincludestheshort
hostnameanddomainname)thatisregisteredintheDNS.Thismeansthatthe
UNIX(shortorlong)hostnamelocallydefinedontheserverviatheUNIX
commandhostnameshouldbepartofthefullyqualifiedname.
Forexample,ifthehostnameisprimo1orprimo1.exlibris.com,thefully
qualifiednameisprimo1.exlibris.com.
Whenperformingadistributedinstallation,allapplicationserversmusthave
DNSentries.Theservernamemustbedefinedinthe/etc/hostsfile.
BoththefullyqualifiednameandtheshorthostnamemustlinktoaphysicalIP
address(internal).Usethefollowingcommandtoverifythename:
grep `eval hostname` /etc/hosts

ThiscommandmustreturnavalidentrywithaphysicalIPaddress.
TheinternalIPaddresscanbefoundbyusingthefollowingcommandsforthe
SunOSandLinuxoperatingsystems:

SunOS:
/usr/sbin/ifconfig -a | grep inet | grep -v 127.0.0.1 | awk
'{print $2}'

Linux:
/sbin/ifconfig -a | grep addr: | grep -v 127.0.0.1 | awk
'{print $2}'

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15

Requirements for Primo 4 Installation

Chapter 3: Communication Requirements

Thefollowingfiguredisplaysasample/etc/hostsfile.Thefirstactiveline
shouldbeconfiguredexactlyasshownforthelocalhost.Thesecondactiveline
shouldcontaintheinternalIPaddress,thefullyqualifiedname(hostname+
domainname),andtheshortnameandpossiblealiases.
# Do not remove the following line, or various programs
# that require network functionality will fail.
127.0.0.1
localhost.localdomain
localhost
10.1.222.22 primo1.exlibris.com
primo1
Figure 1: Sample /etc/hosts file

Server Access
SetupaccesstothesystemforExLibrisviatheInternet,withaminimum
bandwidthof64K.
ExLibrisrequiresaccesstothefollowing:

PrimoserverforinstallationofthePrimosoftware,setup,support,and
troubleshootingduringtheimplementationandmaintenancephases.

Ifafirewallisinstalled,accessshouldbeenabledforExLibrissupport
andimplementationviatheIPaddress:212.179.71.70.Inaddition,where
relevant,accessshouldalsobeenabledforIPaddressesofthelocalEx
Librisofficeordistributor(fordetails,contactyourExLibris
representativeordistributor).

Ports and Activity Types

VerifythatthefollowingportsareopenandcanbeusedbyPrimo:
Table 4. Port and Activity Types

Port

Server

Activity Type

1521(TCP/IP)

DB

Providesinternalconnection
betweentheOracledatabase
andtheFE,BE,andSEservers.

1601(HTTP)

BE(BackOffice)

ProvidesBEaccesstothePrimo
server.

1701(HTTP)

FE(FrontEnd)

ProvidestheworldFEaccessto
thePrimoserver.

8701(HTTP)

FE

Providescommunication
betweentheFEandSEservers
(MDBs).

16

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Requirements for Primo 4 Installation

Chapter 3: Communication Requirements

Table 4. Port and Activity Types

Port

Server

Activity Type

5000(HTTP)

BE,FE,SE(Searchserver)

Usedfordebuggingpurposes
ontheBE,FE,andSEserver.

8991(HTTP)

ActivePDSserver(forworld)

UsedforrunningthePDS
server.

9501(HTTP)

SE

UsedforrunningthePrimo
SearchserveronallSEservers.

20002025(HTTP)

SE

Providescommunication
betweentheSEserversandthe
FEserver.

5001(HTTP)

FE

ProvidesSOAPmonitoringof
WebservicesbetweenFEand
SEservers.

80(HTTP)

BE

ProvidesBEaccesstoRelease
Notesathttp://exlibris
public.exlibrisgroup.com.

25

BE,FE,SE

Standardportusedforthe
outgoingmailserver;themail
daemonmustbeinstalledand
tested.

22

BE,FE,SE

StandardportusedforSSH
connectionsbetweenallservers
andExLibrislocations.

21

BE,FE,SE

StandardportusedforFTP
connectionbetweenallservers
andExLibrislocations.

44461

FE

Providescommunication
betweenFEandSEmachines.

44571

FE

Providescommunication
betweenFEandSEmachines.

3611

FE

Providescommunication
betweenFEandBEmachines.

20002050

SE

Providescommunication
betweenFEandBEmachines.

IncludeanyportsnecessaryforthecreationofsharedinterfaceswithALEPH,
MetaLib,SFX,oranyotherproductswithwhichPrimowillcommunicate.The
numbersoftheseportsdependonthelocalimplementationofALEPH/MetaLib/
SFX.

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17

Requirements for Primo 4 Installation

Chapter 3: Communication Requirements

NOTE:
CoordinatetheuseofanyotherportswithExLibris.
IfyouhaveanadditionalversionofPrimo(fortestingortrainingpurposes)on
yourserver,openadditionalHTTPportsusingthecopynumberinsteadofthe
lastdigit(number1).Forexample,ifyouhaveoneadditionalversion(copy2),
useportnumbers1602,2702,1702,8012,8992,and9502.

18

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4
Installation Requirements
Inordertologintotheserver,aninitialuserbythenameofexlibriswithaccess
tosuorsudoisrequired.Thisusercanbedeletedaftertheinstallation.
ExLibrisneedstherootpasswordforthefollowingfunctions:

Createthefollowingusers:

PrimowiththegroupIDexlibris

OraclewiththegroupIDdba

Enabletheuserslistedabovetocreatedirectoriesandfilesunderthe
filesystems:/exlibris,/exlibris1,/exlibris2,andsoon.

InstallPrimoandtheadditionalsoftwarelistedinServerRequirementson
page7.

AddautomaticactivationofPrimoserversandOracletothemachinesboot
process.

Rebootthemachinetoactivatethechangesmadetothesystemparameters
duringtheinstallationprocessandtotesttheautomaticactivationofPrimo
andOracle.Therebootwillbecoordinatedwithyou.

Workundercsh.ExLibrisproductsandtheuserslistedaboveworkunder
csh.

ThesystemmanagermustbeavailablethroughoutthePrimoinstallation.The
systemmanagermustdefineanaliasforthehostnamein/etc/hosts.
IfOracleisalreadyinstalled,theDBAmustalsobeavailableduringinstallation.
Verifythatthefollowingoperationsareavailableforsudo:
Table 5. Installation Operations

Operation

Description

Createusersand
groups

useradd
groupadd
vipw

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Requirements for Primo 4 Installation

Chapter 4: Installation Requirements

Table 5. Installation Operations

20

Operation

Description

Changesystem
parameters

SunSolarisservers:/etc/systemfile
Linux:/etc/rc.d/rc.localand/etc/security/
limits.conffiles

Createdirectoriesand
changepermissions

mkdir

Createfiles

/etcdirectory(necessaryforautostartupmechanism)

chown

August 6, 2014

5
Responsibilities Checklist
Table 6. Responsibilities Checklist

Chapter

Section

Purchase and
Installation
Responsibility

ServerHardwareandSoftwareRequirements

Customer

ServerRequirements(includingGCC)

Customer

AdditionalServerSoftware

ExLibris

FilesystemandDiskSpaceRequirements

Customer

BackupandRecoveryMediaandProcedures

Customer

ClientHardwareandSoftwareRequirements

Customer

CommunicationRequirements

Customer

InstallationRequirementsonpage19

Customer

August 6, 2014

21

Requirements for Primo 4 Installation

Chapter 5: Responsibilities Checklist

22

August 6, 2014