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Step-By-Step Install Guide DSpace on Ubuntu 10.04 LTS v1.0

Global Open Versity Cloud Computing Hands-on Labs Training Manual

Step-By-Step Install Guide DSpace on Ubuntu 10.04 LTS Server


Kefa Rabah Global Open Versity, Vancouver Canada
krabah@globalopenversity.org

www.globalopenversity.org Table of Contents Page No.

STEP-BY-STEP INSTALL GUIDE DSPACE 1.7 ON UBUNTU 10.04 LTS SERVER Introduction Part 1: Background Information 1.1 How do People Use Institutional Repositories? 1.2 Ways of Organizing Content 1.3 Creating a Service Plan 1.4 Running a Pilot or Early Adopter Programme 1.5 Marketing Your Institutional Repository Service 1.6 Training and User Support 1.7 Getting Started Part 2: Prepare DSpace Repository Server Requirements Step 1: DSpace Hardware Requirements Step 2: Install and Configure Ubuntu 10.04 LTS Server Part 3: Install & Configure Ubuntu 10.04 LTS Server Step 1: Getting Started & Hardware Pre-requisites Step 2: Update Ubuntu 10.04 Operating Systems Part 4: Installing Additional Infrastructure Packages Step 1: Install OpenSSH Package Step 2: Install Sun Java 2.1 Enable the Canonical Partners repository. 2.2 Install Sun Java 2.3 Change the in-use Java to Sun Java, as opposed to OpenJDK Step 3: Install LAMP (Apache2, MySQL & PHP) Server Step 4: Creating dspace Database Users 4.1 Create dspace user 4.2 Allow the database user (dspace) to connect to the database 4.3 Set the PostgreSQL Listening Port Wide 4.4 Create the dspace database Step 5: Configure Tomcat to know about the DSpace webapps. Step 6: Install the Compile / Build Tool "Maven2" Part 5: Download and Install DSpace Step 1: Introduction
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Step 2: Create the "dspace" directory. Step 3: Download the DSpace Source Release Step 4: Edit the DSpace configuration Step 5: Compile and Build DSpace Step 6: Fix Tomcat permissions, and restart the Tomcat server Step 7: Test it out in your browser Step 8: Setting an Admin Account Step 9: Creating E-People on DSpace using Manakin Part 6: Creating DSpace Community Step 1: Introduction 1.1 The DSpace Collection 1.2 Example Repository Structures Step 2: Creating Communities 2.1 Introduction 2.2 Hands-on Creation of Communities Step 3 Creating DSpace Collections 3.1 Hands-on Creation of Collections Step 4: Submitting to a Collection Part 7: Hands-on Lab Assignments Ubuntu Server Administration Training

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A GOV Open Access Technical Academic Publications Enhancing education & empowering people worldwide through eLearning in the 21st Century 2
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Step-By-Step Install Guide DSpace on Ubuntu 10.04 LTS v1.0

Global Open Versity Cloud Computing Hands-on Labs Training Manual

Step-By-Step Install Guide DSpace 1.7 on Ubuntu 10.04 LTS Server


By Kefa Rabah, krabah@globalopenversity.org Nov, 2011 GTS Institute

Introduction
DSpace was designed in 2002 by MIT Libraries in collaboration with the Hewlett-Packard Company. Its focus in the submission, storage, access and preservation of research material in digital format makes it well suited to the needs of an institutional repository. DSpace open source software is a turnkey institutional repository application. DSpace is an open-source digital repository software adopted in 2005 by the Texas Digital Library as the platform for its digital repository service offering. The software allows institutions to create online institutional repositories that ingest, store, and provide open access to all types of digital content, including documents, images, video, audio, and datasets. DSpace is the software of choice for academic, nonprofit, and commercial organizations building open digital repositories. It is free and easy to install "out of the box" and completely customizable to fit the needs of any organization. During the past 5 years, there was a significant growth in libraries implementing institutional repositories, and it is still growing (http://www.opendoar.org ). Institutional repositories have been implemented to digitally preserve and archive the research assets of individual institutions, but also to provide open access to research conducted by members of the research communities from these institutions. The Open Access and Open Source Software movements have gained rapid momentum world over. Many institutions and organizations are setting up open access repositories using open source software, following open standards. There are a number of free open source software products available for developing digital libraries, and DSpace (http://www.dspace.org ) is one of the most popular software developed jointly by MIT Libraries and HP labs. DSpace is a digital asset management system. It helps create, index and retrieve various forms of digital content. DSpace is adaptable to different community needs. Interoperability between systems is built-in and it adheres to international standards for metadata.

Hands-on Lab Session


In this Hands-on Labs, you will learn how to install Ubuntu 10.04 LTS server and prepare it for the installation of DSpace Digital Repository. Youll also learn how to perform post-installation configuration e.g., upgrade the system with new patches and bug fixes, configure static IP address from dynamic one, change the computer hostname, modify hosts file, perform ping test among others. Next, you will learn how to install DSpace on Linux Ubuntu 10.04 server .Upon completion of this lab session you should have gained a capability and expertise to install and maintain DSpace Digital Repository which you can use to manage your digital content repository hosting solutions. The entire lab training was performed on VMware. But you can also use the open source VirtualBox from Oracle.

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Part 1: Background Information


1.1 How do People Use Institutional Repositories? Universities and research libraries around the world use institutional repository in the following ways: Scholarly communication Storing learning materials and courseware Electronic publishing Managing collections of research documents Preserving digital materials for the long term Adding to the universitys prestige by showcasing its academic research Institutional leadership role for the Library Knowledge management Research assessment Encouraging open access to scholarly research Housing digitized collections

Each university has a unique culture and assets that require a customized approach. The information model that best suits your university would not fit another campus.

1.2 Ways of Organizing Content Each institutional repository service organizes content in a way to suit its universitys unique culture and academic organizations. Many universities organize according to academic research centers or departments. This is by no means the only organizing principle. One university (the University of Kansas) organizes its content using hybrid communities in the following ways: 1. Formal Community Consists of departments, research centers, and groups already existing. Established submission guidelines and workflow. Example: Neuroscience Dept. 2. Subject Community Open access, all academics can submit, or by proxy. Library staff review content before going online. Example: Policy Research Institute. 3. Community of Interest An ad hoc group, crosses depts. Scholar-driven, membership limited to academic choice. Changes over time. Example: Social Science cuts across departments. How you organize content communities depends on the interests and allegiances of your academics. Most software systems call for customizations based on your content communities.

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1.3 Creating a Service Plan A typical institutional repository Service Plan is divided into three periods: Start-up, Growth and Maturity. These periods reflect milestones in phased development and allow for differing levels of resource commitment to meet those objectives. Many institutions prefer to begin with a small, manageable service conducted alongside a targeted marketing and communication program to build awareness in the community. As momentum grows, they add content communities and reach additional academic departments.

1.4 Running a Pilot or Early Adopter Programme Each Institutional repository service is comprised of content collections sometimes called communities. These are groups that contribute content to an institutional repository either academic or administrative departments, colleges, centers, units, or labs, etc. Many universities have found it helpful to run a pilot programme for their institutional repository service, showcasing a handpicked short list of early adopters who test the software and agree to join the programme early on. This helps you to focus on adding one discrete group of content and users to the system, test the software, iron out procedures, and field test your policies and assumptions before launching the service to the entire university.

1.5 Marketing Your Institutional Repository Service As you begin to build a service, it is critical to communicate how the service benefits the university community in other words, to do some marketing to advertise the service on campus. Some teams have been successful in targeting a handful of thought leaders on campus getting them on board early to leverage their interest in the service. Another team contacted all the webmasters and writers at the university to raise awareness and generate leads among those who currently post scholarly content to university and department websites.

1.6 Training and User Support As you plan your service, consider the amount of training and support you will want to offer. Each of the varied user groups needs general exposure to the service its features and how it is it used. In addition, library staff who create metadata and add content need training specific to their jobs. Academics and their designated content contributors need training in adding content to the system and setting up content areas for departments or research centres.

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1.7 Getting Started Library staff and researchers routinely deal with intellectual property policies and publishing rights issues for printed matter. Online materials are similarly governed by government copyright, legal deposit laws, and publishing contracts. Each university that develops an institutional repository needs to research and write policies and regulations for its collections. We include a checklist of policy issues to consider as you design and build a service, and then populate it with electronic content. Because each institutional repository is unique, and regional laws differ, your policies will be unique to your service.

Part 2: Prepare DSpace Repository Server Requirements


DSpace is designed to make participation by depositors easy. The system's information model is built around the idea of organizational "Communities"natural sub-units of an institution that have distinctive information management needs. In the case of MIT (a large research university) "Communities" are defined to be the schools, departments, labs, and centers of the Institute. Each Community can adapt the system to meet its particular needs and manage the submission process itself.

Fig. 1: DSpace information model

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Step 1: DSpace Hardware Requirements 1. What sort of hardware does DSpace require? 2. What about sizing the server? How much disk space do I need? From Dspace FAQ: There are no specific server requirements for DSpace except UNIX. (Because the application is written in Java, in theory it will run on other platforms as well.) DSpace is built on top of free, open-source tools, such as the Apache Web server, the Tomcat Servlet engine, and the postgreSQL relational database system For a research university, DSpace requires a reasonably good server and a decent amount of memory and disk storage. Some examples from the community (not necessarily endorsements): a. HP Server rx2600, powered by dual 64-bit Intel Itanium 2 processors (900MHz), 2GB RAM, 26 GB internal disk storage. b. HP StorageWorks Modular SAN Array 1000 (msa1000) with a single high-performance controller. c. Options include a second controller and, with the addition of two more drive enclosures, controls up to 42 Ultra2, Ultra 3, or Ultra320 SCSI drives. Total capacity can be six terabytes SunFire 280R Server, two 900MHz UltraSPARC-III Cu processors, 8MB E-cache, 2GB memory, two 36GB 10,000rpm HH internal FCAL disk drives, DVD, 436-GB, or 12 x 26.4 Gbyte 10K RPM disks, Sun StorEdge A1000 rack-mountable w/ 1 HW RAID controller, 24MB std cache. Dell PowerEdge 2650 with dual Xeon processors (2.4GHz), 2GB RAM, 2x73GB scsi disks. One 2.5TB Apple XServe. A DLT tape library to back up the DB/jsps etc. Of course, your mileage (and costs) will vary depending on what you plan to do with the system

However for Hands-on training purposes we'll setup DSpace repository server on Ubuntu 10.04 LTS virtual machine powered by VMWare server.

Step 2: Install and Configure Ubuntu 10.04 LTS Server

Assumptions
Its assumed that you have a good knowledge of Linux Ubuntu OS. If not then you can check this article which discuses how to install Ubuntu 10.04 LTS 64-bit server:

1. Step-By-Step Install Guide Ubuntu 10.04 LTS (Lucid Lynx) Server

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Part 3: Install & Configure Ubuntu 10.04 LTS Server


Step 1: Getting Started & Hardware Pre-requisites Ubuntu runs on inexpensive, commodity hardware. To support a small practice like OSCAR EMR, webserver or ISP hosing using IPConfig etc., we recommend a minimum configuration of 200Gb Disk, 2Gb RAM, and a 2GHz Intel Dual Core CPU. For maximum subsystem compatibility, we suggest that you install the 32bit version of Ubuntu. If you are purchasing a computer to run Webserver, one option is to order the machine with Ubuntu pre-installed. In this Hands-on Labs, its assumed that your target computer is connected to the internet. After installing the operating system, log into your machine and ensure you perform software updates to bring your systems up-to-date.

Step 2: Update Ubuntu 10.04 Operating Systems It is useful to update your system with the latest components and system patches. The first command below asks Ubuntu to update its database of available packages, and the second command installs the latest packages based on your current configuration. We run the upgrade command twice to ensure that any packages that may have post-upgrade dependencies also have an opportunity to be upgraded. 1. From the command line, enter the following commands, one at a time. $ sudo apt-get update $ sudo apt-get -u upgrade Note 1: The sudo command is used to run privileged operations on the Ubuntu platform. The first time you run the command, it will ask for your password. Subsequently, it will not ask for your password again for a short period of time (typically 15 minutes). Note 2: apt-get is the program Ubuntu uses for managing the systems packages. When used to manipulate the core packages of the operating system, it needs to be run in conjunction with the sudo command. 2. Were done with this section 3. Youre now ready to begin any other application installation as desired!

Part 4: Installing Additional Infrastructure Packages


These instructions are written for an audience comfortable with invoking instructions from the command line and GUI option. If you are capable of installing the user friendly Ubuntu GNU/Linux operating system or any other Linux distros, then you should be able to follow along with ease.

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Step 1: Install OpenSSH Package In order to support secure remote connections to your server, you will need to install the OpenSSH package. This package will come in handy in the future to support administrative tasks on the system. By default this package is already installed in the Ubuntu server option. 1. To install OpenSSH, issue the following command: $ sudo apt-get install openssh-server -y 2. To log into a remote computer that is running OpenSSH, you use the ssh username@hostname command, replacing username with a valid user name on the computer you are trying to log into, and replacing hostname with either the fully qualified host name (e.g. example.com) of your server, or its IP address (e.g. 192.168.83.50).

Step 2: Install Sun Java 2.1 Enable the Canonical Partners repository. 3. The Sun Java is available in the partners repository which makes for an easy installation. From the GUI this can be changed by going to Software Sources. Change "natty" to the name of the Ubuntu version you're using (if you aren't using Ubuntu 10.04) sudo vi /etc/apt/sources.list # Uncomment the line: deb http://archive.canonical.com/ubuntu lucid partner sudo apt-get update

2.2 Install Sun Java 4. To install Sun Java, run: sudo apt-get install sun-java6-jdk sun-java6-plugin

2.3 Change the in-use Java to Sun Java, as opposed to OpenJDK 5. First we list the available jdk's installed on the system, then we set the sun java to be the new default. sudo update-java-alternatives -l 6. We're done with this section.

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Step 3: Install LAMP (Apache2, MySQL & PHP) Server 1. Install the server stack tasksel, run: sudo aptitude install tasksel 2. To install LAPM server using Tasksel utility, issue the following command: $ sudo taskel Note: select the following packages (or change as desired): [*] LAMP server [*] PostgreSQL database [*] Tomcat Java server Click OK and hit Enter to start installation.

Fig. 3

3. Were done with this section.

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Step 4: Creating dspace Database Users 4.1 Create dspace user 1. Database users can be created in command line with createuser tool. Running the following command will create database user 'dspace' who is not a superuser, can create databases, cannot create new roles and his password is stored encrypted. You will be asked to give new user's password as '-P' option is passed. netadmin@server01:~$ sudo su postgres -c 'createuser -d -A -P dspace' Note: run createuser with help switch to get an overview of available options. $ createuser help

4.2 Allow the database user (dspace) to connect to the database 1. Using your favorite Text editor, open: Sudo vi /etc/postgresql/9.4/main/pg_hba.conf 2. Add this line to the configuration: local all dspace md5 3. Restart PostgreSQL server: sudo /etc/init.d/postgresql restart

4.3 Set the PostgreSQL Listening Port Wide 4. Using your favorite Text editor, open: sudo vi /etc/postgresql/9.0/main/postgresql.conf 5. Add on line 57 in the configuration: listen_address = '*' 6. Restart PostgreSQL server: # /etc/init.d/postgresql restart

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4.4 Create the dspace database 7. As the postgres user, run: netadmin@server01:~$ sudo su postgres postgres@server01:/home/netadmin$ createdb -U dspace -E UNICODE dspace

Step 5: Configure Tomcat to know about the DSpace webapps. Here, we need to modify /etc/tomcat6/server.xml file to integrate DSpace: 1. As root user, run: sudo vi /etc/tomcat6/server.xml Insert the following block of text just above the closing </Host><!-- Define a new context path for all DSpace web apps -->:
<Context path="/xmlui" docBase="/dspace/webapps/xmlui" allowLinking="true"/> <Context path="/sword" docBase="/dspace/webapps/sword" allowLinking="true"/> <Context path="/oai" docBase="/dspace/webapps/oai" allowLinking="true"/> <Context path="/jspui" docBase="/dspace/webapps/jspui" allowLinking="true"/> <Context path="/lni" docBase="/dspace/webapps/lni" allowLinking="true"/> <Context path="/solr" docBase="/dspace/webapps/solr" allowLinking="true"/>

2. Restart Apache Tomcat server: sudo /etc/init.d/tomcat6 restart 3. Were done with this section.

Step 6: Install the Compile / Build Tool "Maven2" 1. Here, we need to install Maven2 package, run: sudo aptitude install ant maven2 2. Were done with this section.

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Part 5: Download and Install DSpace


Step 1: Introduction Installing DSpace is almost as simple as changing between DSpace versions (eg between 1.6 and 1.7). It can be done in only a few minutes. The installation and configuration of the prerequisites is the step that takes all the time. Within the world of the Ubuntu server, this is standard stuff. Ubuntu has an application to help with setting up the web application stack. These steps can also be done through a ssh secure shell from any machine with a ssh client, or from runlevel 3 command-line with networking. The same steps can be used to DSpace on Ubuntu 10.10 (Maverick Meerkat) and Ubuntu 11.04 (Natty Narwhal). You can check out our great hands-on training manuals from Docstoc.com:

Step 2: Create the "dspace" directory. The /dspace directory is where the running dspace code will reside. As the root user: sudo mkdir /dspace

Step 3: Download the DSpace Source Release The DSpace source release allows you to customize every aspect of DSpace. This step downloads the compressed archive from SourceForge, and unpacks it in your current directory. The dspace-1.x.xsrc-release directory is typically referred to as [dspace-src]. 1. To download DSpace release source, run: wget http://sourceforge.net/projects/dspace/files/DSpace%20Stable/1.7.2/dspace1.7.2-src-release.tar.gz 2. Next, extract the file: tar -xvzf dspace-1.7.2-src-release.tar.gz 3. We're done with this section.

Step 4: Edit the DSpace configuration Here we need prepare DSpace configuration file to meet our environment requirement (change as desired). 1. Type the following to edit the Dspace (dspace.cfg) config file: sudo nano /home/dspace/dspace-1.6.2-src-release/dspace/config/dspace.cfg 13
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Replace all the places with a pair of percent signs (%something%) with the settings for your system. dspace.dir = /home/dspace dspace.url = http://%hostname% dspace.baseUrl = http://%hostname% dspace.hostname = %hostname% dspace.name = %DSpace for My University% db.name = postgres db.url = jdbc:postgresql://localhost:5432/dspace db.driver = org.postgresql.Driver db.username = %dspace% db.password = %dspace% mail.server = %my_university_mail_server_address% mail.from.address = %my_email_address% feedback.recipient = %my_email_address% mail.admin = %my_email_address% alert.recipient = %my_email_address% registration.notify = %my_email_address% default.language = en_ZA 2. We're done with this section.

Step 5: Compile and Build DSpace The source release that has been obtained is human readable source code, and must be compiled to machine code for the server to run it. mvn package compiles the source code, and ant will do all the work necessary to initialize the database with the DSpace schema, and copy all of the compiled machine code to a location where the web server can serve it. 3. As the root user perform the following steps Note: ant fresh_install will populate the dspace database and [dspace] directory with new information. This will overwrite any existing installation of DSpace that you may have. For upgrades the better command to use would be ant update, as it doesnt alter the database or modify your assetstore.

4. Change to the extracted directory, and run mvn command: # cd dspace-1.7.2-src-release # mvn -U package Note: it will take several minutes, depending of Internet download bandwidth, when done you observe the print as shown below: 14
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[INFO] [INFO] [INFO] [INFO] [INFO] [INFO] [INFO] [INFO]

--------------------------------------------------------------------------------------------------------------------------------------BUILD SUCCESSFUL -------------------------------------------------------------------Total time: 14 minutes 13 seconds Finished at: Sat Nov 19 09:11:08 PST 2011 Final Memory: 94M/252M --------------------------------------------------------------------

5. Next, change to directory as shown, and then run ant fresh_install: # cd dspace/target/dspace-1.7.2-build.dir # ant fresh_install Note: it will take several minutes, depending of Internet download bandwidth, when done you observe the print as shown below: [java] Started: 1321728701436 [java] Ended: 1321728701672 [java] Elapsed time: 0 secs (236 msecs) [echo] [echo] ==================================================================== [echo] The DSpace code has been installed, and the database initialized. [echo] [echo] To complete installation, you should do the following: [echo] [echo] * Setup your Web servlet container (e.g. Tomcat) to look for your [echo] DSpace web applications in: /dspace/webapps/ [echo] [echo] OR, copy any web applications from /dspace/webapps/ to [echo] the appropriate place for your servlet container. [echo] (e.g. '$CATALINA_HOME/webapps' for Tomcat) [echo] [echo] * Make an initial administrator account (an e-person) in DSpace: [echo] [echo] /dspace/bin/dspace create-administrator [echo] [echo] * Start up your servlet container (Tomcat etc.) [echo] [echo] You should then be able to access your DSpace's 'home page': [echo] [echo] http://localhost:8080/xmlui [echo] [echo] You should also be able to access the administrator UI: [echo] [echo] http://localhost:8080/xmlui/dspace-admin [echo] ==================================================================== [echo] BUILD SUCCESSFUL Total time: 5 minutes 3 seconds netadmin@server01:~/dspace-1.7.2-src-release/dspace/target/dspace-1.7.2build.dir$ 15
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Note: in future, whenever you edit dspace.cfg in [dspace-source]/dspace/config/, you should then run ant init_configs in the directory [dspacesource]/dspace/target/dspace-1.7.2-build.dir so that any changes you may have made are reflected in the configuration files of other applications, for example Apache. You may then need to restart those applications, depending on what you changed. 6. Were done with this section

Step 6: Fix Tomcat permissions, and restart the Tomcat server This guide follows the convention where the tomcat user will own all of the files in [dspace], so we have to change the owner of the files to tomcat6. 7. Restarting tomcat will deploy the dspace webapps that are now ready to be viewed. sudo chown tomcat6:tomcat6 /dspace -R sudo /etc/init.d/tomcat6 restart 8. Were done with this section

Step 7: Test it out in your browser That is all that is required to install DSpace on Ubuntu. There are two main webapps that provide a similar turn-key repository interface 9. The first one is powered by DSpace/Manakin site: http://localhost:8080/xmlui

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Fig. 2

10. The second one is powered by DSpace: http://localhost:8080/jspui

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Fig. 3

11. Were done with this section.

Step 8: Setting an Admin Account 1. To add an admin account for administering Dspace, go to /dspace/bin/ directory and run the command sudo ./dspace create-administrator The following lines are an (almost) exact display of how that application works. netadmin@server01:/dspace/bin# ./dspace create-administrator Creating an initial administrator account E-mail address: szulu@govhostinglabs.com First name: Shaka 18
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Last name: Zulu WARNING: Password will appear on-screen. Password: your-admins-secret-password Again to confirm: your-admins-secret-password Is the above data correct? (y or n): y Administrator account created netadmin@server01:/dspace/bin# 2. You should now be able to login to DSpace site with your admin account, as shown in Fig. 4.

Fig. 4

3. From Fig. 5, you have the option to add your contact telephone and also update your password. Click Update Profile when done.

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Fig. 5

4. You should be able to login to DSpace/Manakin Respository, as shown in Fig. 6.

Fig. 6

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Note: DSpace Manakin: Developers affiliated with the Texas Digital Library and Texas A&M University contributed a major enhancement to DSpace in Manakin, a customizable XML user interface designed to be more adaptable to the needs of repository users. Manakin 1.0 was released in January 2007 and became the default user interface for DSpace in March 2008, when DSpace version 1.5 was released. Manakin contributes several key improvements to DSpace, including: The ability to create a unique look and feel for each repository, community, and collection, making it possible to match the design and user experience of existing institutional Web sites The ability to brand content at the item level, so that individual documents within the TDL federated repository, for instance, are branded with the university logo of the contributing member institution New tools that allow the creation of modular extensions to the repository, allowing the modification of content display and the creation of new workflow and ingestion applications; one product of these new tools is Vireo, the TDLs electronic thesis and dissertation submission and management system The ability to visualize metadata, including dates and geospatial information, in the form of timelines and maps

Step 9: Creating E-People on DSpace using Manakin To create E-People on DSpace Repository server, perform the following procedures from Manakin admin console: 1. From DSpace/Manakin login with Admin credentials, as with Fig, 6 above. 2. Scroll to Administrative Access Control menu, and click on People link, to access the "Eperson management" page, shown in Fig. 7. From Actions menu, under Create a new E-Person, select Click here to a add a new E-Person

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Fig. 7

3. From Fig. 8, from Create a new user page, enter the New E-Person's Information, and then click Create E-Person button. (Note: you'll be prompted with The user was added successfully notice).

Fig. 8

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4. Add as many users as desired, and when done, your E-Person management page should look like shown in Fig. 9.

Fig. 9

5. You're done with this section.

Part 6: Creating DSpace Community


Step 1: Introduction 1. Communities and Collections are used within DSpace to provide the repository with an easily navigable structure often representing an institutions organizational makeup 2. Each DSpace service is comprised of Communities the highest level of the DSpace content hierarchy. 3. Communities may be: Institutes 23
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Faculties/Schools Departments Labs Research Centers Other administrative unit within an institution.

4. Each Community contains descriptive metadata about itself and the Collections contained within it 5. An administrator on the DSpace team, usually the DSpace User Support Manager, works with the head of a community to set up workflows for content to be approved, edited, tagged with metadata, etc.

1.1 The DSpace Collection 1. Each Community in turn has collections which contain items or files that are logically related material. 2. Collections can belong to a single community or multiple communities (collaboration between communities may result in a shared collection). 3. As with communities, each collection contains descriptive metadata about itself and the items contained within it.

1.2 Example Repository Structures Repository structures are often based around organizational units of a company or institution such as faculty, departments, labs or research centers. They are often hierarchical to provide ease of navigation, and for this reason, should not be too deep. Some example structures may be: i) ii) iii) Department / Research Group / Item Department / Item Type / Item Faculty / Department /

Step 2: Creating Communities 2.1 Introduction To create a community, you must be an administrator of the repository and signed into DSpace. More information on users, groups and administration can be found in the module An introduction to users and groups. 1. Creation of a typical Community involves: 24
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Choosing the type of community: Is this a top level community, i.e., it does not reside in any other communities. Is this a sub community, i.e. it resides within another parent community.

2. When signed into DSpace, select the Collections & Communities button from the browse menu to list the communities available in DSpace. Choose the create top level community to create a community at the current level or navigate into an existing community to and choose create sub community to create a sub level community. 3. Completing the descriptive metadata for the community There are basic descriptive fields for each community which describes information about the community and its collections. These generally are the community o o o o o o Title: The title of the community. Short title: A short description of the community. Introductory text: Introductory text describing the community Copyright text: Copyright text pertaining to anything contained within the community Side bar text Logo: A logo for the community

. 4. Configuring the communitys authorizations. These are the access rights which determine who can view, modify and delete the community and its associated metadata.

2.2 Hands-on Creation of Communities To create a DSpace Community, perform the following procedure: 1. Login to the DSpace as an administrator, in our case user szulu, 2. Under Browse heading, click "Communities & Collection" 3. Select "Create Top-Level Community..." button from the Admin Tools menu 4. Complete the descriptive metadata for the Community

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Fig. 10

5. Click on the "Create " to complete the Community. 6. You should observe your first created Community - Institute of Africa Studies as shown in Fig. 11.

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Fig. 11

7. We're done with this section.

Step 3 Creating DSpace Collections 1. To create a collection, you must be an administrator of the parent community and signed into DSpace. 2. Creation of a typical collection involves: Selecting the parent community of the collection o Collections can only exist within a community. When signed into DSpace, select the Collections & Communities button from the browse menu to list the communities available in DSpace. Select the parent community and then choose create collection

3. Answering some initial questions about the collection The initial questions will determine how the collection is constructed, if items are publically viewable etc. Each is described below: 27
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New items should be publicly readable: Checking this will make any items submitted to this collection viewable to users not signed in to DSpace (i.e. the outside world) Some users will be able to submit to this collection: Checking this will allow the user to select who can submit items to this collection. The Submission Workflow... This is discussed in the section Introduction to workflows. This collection will have delegated collection administrators. This will allow the user to select who can administer the collection (i.e. modify metadata, add submission users etc). New submissions will have some of metadata already filled out with defaults: Selecting this will allow the user to pre-populate some of the metadata fields in the submission process.

o o o

3.1 Hands-on Creation of Collections 1. Select "Collections & Communities" from the browse menu 2. Navigate into your newly created community, in our case: "Institute of African Studies" 3. Select "Create Collection" from the Admin Tools menu, as shown in Fig. 12.

Fig. 12

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4. From Fig. 13, Describe the Collection page, accept the default statements, and click Next

Fig. 13

5. Fill in the metadata (Name, Short Description, Introductory Text) and click Next 6. From Fig. 14, click "Select E-people" button and click on the default administrator user.

Fig. 14

7. From the pop-up window, Fig. 15, select the desired E-People, when done click Close button.

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Fig. 15

8. From Fig. 16, click Next

Fig. 17

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9. On the next page, Fig. 18, accept the default or change as desired, and then scroll down and click on the "Update" button to create you collection

Fig. 18

10. Finally, you should be able to view your newly created collection and community, as shown in Fig. 19.

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Fig. 19

11. Internet users are now able to view your exiting Communities and Collections, when they select "Communities & Collections" from the browse menu, as shown in Fig. 20.

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Fig. 20

Step 4: Submitting to a Collection To submit an item to a Community/Collection, perform the following procedure: 1. Login with Admin credentials 2. Click Communities & Collections --> select desired Community --> Collection. 3. From the Community --> Collection page, click on the "Submit to this Collection" button, as shown in Fig. 21.

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Fig. 21

4. .From Fig. 22, Submit: Describe this item page, accept the default or change as desired, and then click Next.

Fig. 23

5. From Fig. 24, complete the requested information, and when done, click Next. 34
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Fig. 24

6. From Fig. 25, complete the requested information, and when done, click Next.

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Fig. 25

7. From Fig. 26, the Upload page, click Browse button to upload the desired item, and when done, click Next.

Fig. 26

8. On the next page, Fig. 27, verify the file upload, and then click Next. 36
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Fig. 27

9. On the next page, Fig. 28, verify Submission, and then click Next.

Fig. 28

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10. From Fig. 29, the License page, modify/update the license as desired and then click I Grant the License button at the bottom.

Fig. 29

11. You're done with the submission of an item, you have option to Submit another item or go to your home. Click Communities and Collections link, as shown in Fig. 30.

Fig. 30

12. You should see your newly submitted item listed under Recent Submission menu to the right as shown in Fig. 31. 38
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Fig. 31

13. You can follow the link to view the collection item, as shown in Fig. 32.

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Fig. 32

14. You can also perform the above tasks from DSpace/Manakin Repository URL: http://localhost:8080/xmlui 15. You're done with this section and also with this lab session.

Part 7: Hands-on Lab Assignments


1. Install and update Linux Ubuntu 10.04 LTS (Lucid Lynx) 2. Install and configure Webmin admin tool 3. Plan Design Implement & Deploy DNS Master and Slave Servers for redundancy. The Slave DNS should be on a separate machine. 4. Install and configure Zimbra messaging solutions 5. Install and Configure DSpace Repository Server on Ubuntu 10.04 LTS. Create your own organizational structure within DSpace Create a Community and a Collection, and add items (Text, Image, and Video) to your Collection. 6. Setup Astaro SG firewall/router to protect your LAN infrastructure.

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Other Related Articles: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. Using Webmin and Bind9 to Setup Enterprise DNS Server on Linux Deploy Secure Messaging Solutions using Sendmail & Dovecot Servers with ClamAV on Linux Install Guide Secure Postfix Messaging Server with Dovecot and ClamAV on Linux v1.2 Build and Deploy Enterprise sipXecs Integration with Openfire Integrate MS Outlook 2007 Addressbook with SugarCRM Contacts on Windows Build Private Clouds with Ubuntu 10.10 LTS Enterprise Cloud Platform Build and Deploy Your Own Private PIAF-GOLD with Asterisk VoIP Telephony System Step-By-Step Install Guide Ubuntu 10.10 Maverick Meerkat Server Step-By-Step Install Guide Linux CentOS-5 VM on Citrix XenServer v1.0 Step-By-Step Deploy Ubuntu 10.04 LTS VM on Citrix XenServer v1.0 Install Guide Linux CentOS-5 VM on Windows Server 2008 Hyper-V R2 Step-By-Step Install Guide Windows Server 2008 R2 Virtualization With Hyper-V v1.0 Step-By-Step Build & Deploy Citrix XenServer and XenCenter v1.0 Step-By-Step Install Guide Mahara ePortfolio & Integration with Moodle LMS v1.0 Step-By-Step Install Guide Xen Hypervisor on Linux Server v1.1 Step-By-Step Build & Deploy Citrix XenServer and XenCenter v1.2 Install Guide Linux Samba as Primary DC and SSO Identity Management Using Samba 3 Client Technology and Kerberos for Win2k8 AD-based identity management Step-by-step Install Guide for Moodle with Dimdim Web Meeting Step-By-Step Install Guide Alfresco Community 3.3g on RHEL5 Server v1.0 Step-By-Step Install Guide Joomla CMS on Ubuntu 10.04 LTS Server v1.0 Build your own ISP Hosting using EHCP on Ubuntu 10.04 LTS Server Step-By-Step Install Guide DTC on Linux CentOS5 Server v1.0 Deploy Secure Messaging Solutions using USendUmail & Dovecot Servers with ClamAV on Linux Build your Own Private Data Center Backup Solutions using Ubuntu Powered RESTORE Backup Server v1.0 26. Thunderbird Mail Client with Addressbook using OpenLDAP on Linux HowTo v1.3 27. Install & Setup Astaro Security Gateway to Protect Corporate Network

----------------------------------------------Kefa Rabah is the Founder of Global Technology Solutions Institute. Kefa is knowledgeable in several fields of Science & Technology, Information Security Compliance and Project Management, and Renewable Energy Systems. He is also the founder of Global Open Versity, a place to enhance your educating and career goals using the latest innovations and technologies.

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Kefa Rabah

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