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- Backup Your DSpace. First, and foremost, make a complete backup of your system, including:
- A snapshot of the database. _To have a "snapshot" of the PostgreSQL database, you need to shut it down during the backup. You should also have your regular PostgreSQL Backup output (using pg_dump commands). _
Wiki Markup The asset store (_\[dspace\]/assetstore_ by default)
- Your configuration files and customizations to DSpace (including any customized scripts).
- Download DSpace 1.6.1 Retrieve the new DSpace 1.6.1 2 source code either as a download from SourceForge or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Chapter 3.3.3 Installation, Step 3 for unpacking directives.
- Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA/shutdown.sh script. (Many installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.
Wiki Markup *Apply any customizations.* If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are housed in one of the following places:JSPUI modifications: _\[dspace-source\]/dspace/modules/jspui/src/main/webapp/_XMLUI modifications: \_\[dspace-source\]/dspace/modules/xmlui/src/main/webbapp_
- Update Configuration Files. There are no additions to this release. So you do not have to update the configuration files.
- Build DSpace. Run the following commands to compile DSpace.:
Code Block cd /[dspace-source]/dspace/ mvn -U clean package
Wiki Markup You will find the result in _\[dspace-source\]/dspace/target/dspace-\[version\]-build.dir_ . Inside this directory is the compiled binary distribution of DSpace.Before rebuilding DSpace, the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.
- Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands:
Code Block cd [dspace-source]/dspace/target/dspace-[version]-build.dir ant -Dconfig=[dspace]/config/dspace.cfg update
Wiki Markup *Run Registry Format Update for CC License.* Creative Commons licenses have been assigned the wrong mime-type in past versions of DSpace. Even if you are not currently using CC Licenses, you should update your Bitstream Format Registry to include a new entry with the proper mime-type. To update your registry, run the following command: _dspace\]/bin/dspace registry-loader \-bitstream \[dspace\]/etc/upgrades/15-16/new-bitstream-formats.xml_
- Update the Database. If you are using Creative Commons Licenses in your DSpace submission process, you will need to run the 1.5.x to 1.6.x database upgrade script again. In 1.6.0 the improper mime-type was being assigned to all CC Licenses. This has now been resolved, and rerunning the upgrade script will now assign the proper mime-type to all existing CC Licenses in your DSpace installation. NOTE: You will receive messages that most of the script additions already exist. This is normal, and nothing to be worried about.
Wiki Markup For PostgreSQL: _psql \-U \[dspace-user\] \-f \[dspace-source\]/dspace/etc/postgres/database_schema_15_16.sql \[database name\]_ (Your database name is by default 'dspace'). Example:
(The line break above is cosmetic. Please place your command in one line.Code Block psql -U dspace -f /dspace-1.6-1-src-release/dspace/etc/postgres/database_schema_15_16.sql dspace
- For Oracle: Execute the upgrade script, e.g. with sqlplus, recording the output:
Wiki Markup Start SQL*Plus with "_sqlplus \[connect args\]_"
- Record the output: SQL> spool 'upgrade.lst'
Wiki Markup Run the upgrade script _SQL> @\[dspace-source\]/dspace/etc/oracle/database_schema_15_16.sql{_}{_}SQL> spool off_
- Please note: The final few statements WILL FAIL. That is because you have run some queries and use the results to construct the statements to remove the constraints, manually‚ÄîOracle manually‚ Oracle doesn't have any easy way to automate this (unless you know PL/SQL). So, look for the comment line beginning:
Code Block "--You need to remove the already in place constraints" and follow the instructions in the actual SQL file. Refer to the contents of the spool file "upgrade.lst" for the output of the queries you'll need.
Wiki Markup *Generate Browse and Search Indexes*. Though there are not any database changes in the 1.6 to 1.6.1 release, it makes good policy to rebuild your search and browse indexes when upgrading to a new release. To do this, run the following command from your DSpace install directory (as the dspace user):_\[dspace\]/bin/dspace index-init_
Wiki Markup *Deploy Web Applications*. Copy the web applications files from your _\[dspace\]/webapps_ directory to the subdirectory of your servlet container (e.g. tomcat):_cp \-R \[dspace\]/webapps/\* \[tomcat\]/webapps/_
- Restart servlet. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.
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- Backup Your DSpace. First, and foremost, make a complete backup of your system, including:
- A snapshot of the database. _To have a "snapshot" of the PostgreSQL database, you need to shut it down during the backup. You should also have your regular PostgreSQL Backup output (using pg_dump commands). _
Wiki Markup The asset store (_\[dspace\]/assetstore_ by default)
- Your configuration files and customizations to DSpace (including any customized scripts).
- Download DSpace 1.6.x Retrieve the new DSpace 1.6.x source code either as a download from SourceForge or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation.Refer to Chapter 3.3.3 Installation, Step 3 for unpacking directives.
- Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA/shutdown.sh script. (Many installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.
Wiki Markup *Apply any customizations*. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. These are housed in one of the following places:JSPUI modifications: _\[dspace-source\]/dspace/modules/jspui/src/main/webapp/_XMLUI modifications: \_\[dspace-source\]/dspace/modules/xmlui/src/main/webbapp_
- Update Configuration Files. Some of the parameters have change and some are new. Changes will be noted below:
- **CHANGE** The base url and oai urls property keys are set differently
Code Block # DSpace host name - should match base URL. Do not include port number dspace.hostname = localhost # DSpace base host URL. Include port number etc. dspace.baseUrl = http://localhost:8080 # DSpace base URL. Include port number etc., but NOT trailing slash # Change to xmlui if you wish to use the xmlui as the default, or remove # "/jspui" and set webapp of your choice as the "ROOT" webapp in # the servlet engine. dspace.url = ${dspace.baseUrl}/xmlui # The base URL of the OAI webapp (do not include /request). dspace.oai.url = ${dspace.baseUrl}/oai
- **NEW** New email options (Add these at the end of the "Email Settings" sub-section):
Code Block # A comma separated list of hostnames that are allowed to refer browsers to # email forms. Default behavior is to accept referrals only from # dspace.hostname #mail.allowed.referrers = localhost # Pass extra settings to the Java mail library. Comma separated, equals sign # between the key and the value. #mail.extraproperties = mail.smtp.socketFactory.port=465, \ # mail.smtp.socketFactory.class=javax.net.ssl.SSLSocketFactory, \ # mail.smtp.socketFactory.fallback=false # An option is added to disable the mailserver. By default, this property is # set to false. By setting mail.server.disabled = true, DSpace will not send # out emails. It will instead log the subject of the email which should have # been sent. This is especially useful for development and test environments # where production data is used when testing functionality. #mail.server.disabled = false
- **NEW**New Authorization levels and parameters. See Section 5.2.10 in Configuration : Delegation Administration for further information.
Code Block ##### Authorization system configuration - Delegate ADMIN ##### # COMMUNITY ADMIN configuration # subcommunities and collections #core.authorization.community-admin.create-subelement = true #core.authorization.community-admin.delete-subelement = true # his community #core.authorization.community-admin.policies = true #core.authorization.community-admin.admin-group = true # collections in his community #core.authorization.community-admin.collection.policies = true #core.authorization.community-admin.collection.template-item = true #core.authorization.community-admin.collection.submitters = true #core.authorization.community-admin.collection.workflows = true #core.authorization.community-admin.collection.admin-group = true # item owned by collections in his community #core.authorization.community-admin.item.delete = true #core.authorization.community-admin.item.withdraw = true #core.authorization.community-admin.item.reinstatiate = true #core.authorization.community-admin.item.policies = true # also bundle... #core.authorization.community-admin.item.create-bitstream = true #core.authorization.community-admin.item.delete-bitstream = true #core.authorization.community-admin.item-admin.cc-license = true # COLLECTION ADMIN #core.authorization.collection-admin.policies = true #core.authorization.collection-admin.template-item = true #core.authorization.collection-admin.submitters = true #core.authorization.collection-admin.workflows = true #core.authorization.collection-admin.admin-group = true # item owned by his collection #core.authorization.collection-admin.item.delete = true #core.authorization.collection-admin.item.withdraw = true #core.authorization.collection-admin.item.reinstatiate = true #core.authorization.collection-admin.item.policies = true # also bundle... #core.authorization.collection-admin.item.create-bitstream = true #core.authorization.collection-admin.item.delete-bitstream = true #core.authorization.collection-admin.item-admin.cc-license = true # ITEM ADMIN #core.authorization.item-admin.policies = true # also bundle... #core.authorization.item-admin.create-bitstream = true #core.authorization.item-admin.delete-bitstream = true #core.authorization.item-admin.cc-license = true
- **CHANGE** METS ingester has been revised. (Modify In "Crosswalk and Packager Plugin Settings")
Code Block # Option to make use of collection templates when using the METS ingester (default is false) mets.submission.useCollectionTemplate = false # Crosswalk Plugins: plugin.named.org.dspace.content.crosswalk.IngestionCrosswalk = \ org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS \ org.dspace.content.crosswalk.OREIngestionCrosswalk = ore \ org.dspace.content.crosswalk.NullIngestionCrosswalk = NIL \ org.dspace.content.crosswalk.QDCCrosswalk = qdc \ org.dspace.content.crosswalk.OAIDCIngestionCrosswalk = dc \ org.dspace.content.crosswalk.DIMIngestionCrosswalk = dim plugin.selfnamed.org.dspace.content.crosswalk.IngestionCrosswalk = \ org.dspace.content.crosswalk.XSLTIngestionCrosswalk plugin.named.org.dspace.content.crosswalk.DisseminationCrosswalk = \ org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = DC \ org.dspace.content.crosswalk.SimpleDCDisseminationCrosswalk = dc \ org.dspace.content.crosswalk.PREMISCrosswalk = PREMIS \ org.dspace.content.crosswalk.METSDisseminationCrosswalk = METS \ org.dspace.content.crosswalk.METSDisseminationCrosswalk = mets \ org.dspace.content.crosswalk.OREDisseminationCrosswalk = ore \ org.dspace.content.crosswalk.QDCCrosswalk = qdc \ org.dspace.content.crosswalk.DIMDisseminationCrosswalk = dim
- **CHANGE** Event Settings have had the following revision with the addition of 'harvester' (modify in "Event System Configuration"):
also:Code Block #### Event System Configuration #### # default synchronous dispatcher (same behavior as traditional DSpace) event.dispatcher.default.class = org.dspace.event.BasicDispatcher event.dispatcher.default.consumers = search, browse, eperson, harvester
Code Block # consumer to clean up harvesting data event.consumer.harvester.class = org.dspace.harvest.HarvestConsumer event.consumer.harvester.filters = Item+Delete
- **NEW** New option for the Embargo of Thesis and Dissertations.
Code Block #### Embargo Settings #### # DC metadata field to hold the user-supplied embargo terms embargo.field.terms = SCHEMA.ELEMENT.QUALIFIER # DC metadata field to hold computed "lift date" of embargo embargo.field.lift = SCHEMA.ELEMENT.QUALIFIER # string in terms field to indicate indefinite embargo embargo.terms.open = forever # implementation of embargo setter plugin--replace with local implementation if # applicable plugin.single.org.dspace.embargo.EmbargoSetter = \ org.dspace.embargo.DefaultEmbargoSetter # implementation of embargo lifter plugin--replace with local implementation if # applicable plugin.single.org.dspace.embargo.EmbargoLifter = \ org.dspace.embargo.DefaultEmbargoLifter
- **NEW** New option for using the Batch Editing capabilities. See Section 5.2.21 in Configuration and also 8.10 in System Administration
Code Block ### Bulk metadata editor settings ### # The delimiter used to separate values within a single field (defaults to a double pipe ||) # bulkedit.valueseparator = || # The delimiter used to separate fields (defaults to a comma for CSV) # bulkedit.fieldseparator = , # A hard limit of the number of items allowed to be edited in one go in the UI # (does not apply to the command line version) # bulkedit.gui-item-limit = 20 # Metadata elements to exclude when exporting via the user interfaces, or when # using the command line version and not using the -a (all) option. # bulkedit.ignore-on-export = dc.date.accessioned, dc.date.available, \ # dc.date.updated, dc.description.provenance
- **NEW** Ability to hide metadata fields is now available. (Look for "JSPUI & XMLUI Configurations" Section)
Code Block ##### Hide Item Metadata Fields ##### # Fields named here are hidden in the following places UNLESS the # logged-in user is an Administrator: # 1. XMLUI metadata XML view, and Item splash pages (long and short views). # 2. JSPUI Item splash pages # 3. OAI-PMH server, "oai_dc" format. # (NOTE: Other formats are _not_ affected.) # To designate a field as hidden, add a property here in the form: # metadata.hide.SCHEMA.ELEMENT.QUALIFIER = true # # This default configuration hides the dc.description.provenance field, # since that usually contains email addresses which ought to be kept # private and is mainly of interest to administrators: metadata.hide.dc.description.provenance = true
- **NEW**Choice Control and Authority Control options are available (Look for "JSPUI & XMLUI Configurations" Section):
And also:Code Block ## example of authority-controlled browse category--see authority control config #webui.browse.index.5 = lcAuthor:metadataAuthority:dc.contributor.author:authority
Code Block ##### Authority Control Settings ##### #plugin.named.org.dspace.content.authority.ChoiceAuthority = \ # org.dspace.content.authority.SampleAuthority = Sample, \ # org.dspace.content.authority.LCNameAuthority = LCNameAuthority, \ # org.dspace.content.authority.SHERPARoMEOPublisher = SRPublisher, \ # org.dspace.content.authority.SHERPARoMEOJournalTitle = SRJournalTitle ## This ChoiceAuthority plugin is automatically configured with every ## value-pairs element in input-forms.xml, namely: ## common_identifiers, common_types, common_iso_languages #plugin.selfnamed.org.dspace.content.authority.ChoiceAuthority = \ # org.dspace.content.authority.DCInputAuthority ## configure LC Names plugin #lcname.url = http://alcme.oclc.org/srw/search/lcnaf ## configure SHERPA/RoMEO authority plugin #sherpa.romeo.url = http://www.sherpa.ac.uk/romeo/api24.php ## ## This sets the default lowest confidence level at which a metadata value is included ## in an authority-controlled browse (and search) index. It is a symbolic ## keyword, one of the following values (listed in descending order): ## accepted ## uncertain ## ambiguous ## notfound ## failed ## rejected ## novalue ## unset ## See manual or org.dspace.content.authority.Choices source for descriptions. authority.minconfidence = ambiguous ## demo: use LC plugin for author #choices.plugin.dc.contributor.author = LCNameAuthority #choices.presentation.dc.contributor.author = lookup #authority.controlled.dc.contributor.author = true ## ## This sets the lowest confidence level at which a metadata value is included ## in an authority-controlled browse (and search) index. It is a symbolic ## keyword from the same set as for the default "authority.minconfidence" #authority.minconfidence.dc.contributor.author = accepted ## Demo: publisher name lookup through SHERPA/RoMEO: #choices.plugin.dc.publisher = SRPublisher #choices.presentation.dc.publisher = suggest ## demo: journal title lookup, with ISSN as authority #choices.plugin.dc.title.alternative = SRJournalTitle #choices.presentation.dc.title.alternative = suggest #authority.controlled.dc.title.alternative = true ## demo: use choice authority (without authority-control) to restrict dc.type on EditItemMetadata page # choices.plugin.dc.type = common_types # choices.presentation.dc.type = select ## demo: same idea for dc.language.iso # choices.plugin.dc.language.iso = common_iso_languages # choices.presentation.dc.language.iso = select # Change number of choices shown in the select in Choices lookup popup #xmlui.lookup.select.size = 12
- **REPLACE** RSS Feeds now support Atom 1.0. Replace its previous configuration with the one below:
Code Block #### Syndication Feed (RSS) Settings ###### # enable syndication feeds - links display on community and collection home pages # (This setting is not used by XMLUI, as you enable feeds in your theme) webui.feed.enable = false # number of DSpace items per feed (the most recent submissions) webui.feed.items = 4 # maximum number of feeds in memory cache # value of 0 will disable caching webui.feed.cache.size = 100 # number of hours to keep cached feeds before checking currency # value of 0 will force a check with each request webui.feed.cache.age = 48 # which syndication formats to offer # use one or more (comma-separated) values from list: # rss_0.90, rss_0.91, rss_0.92, rss_0.93, rss_0.94, rss_1.0, rss_2.0 webui.feed.formats = rss_1.0,rss_2.0,atom_1.0 # URLs returned by the feed will point at the global handle server (e.g. http://hdl.handle.net/123456789/1) # Set to true to use local server URLs (i.e. http://myserver.myorg/handle/123456789/1) webui.feed.localresolve = false # Customize each single-value field displayed in the # feed information for each item. Each of # the below fields takes a *single* metadata field # # The form is <schema prefix>.<element>[.<qualifier>|.*] webui.feed.item.title = dc.title webui.feed.item.date = dc.date.issued # Customize the metadata fields to show in the feed for each item's description. # Elements will be displayed in the order that they are specified here. # # The form is <schema prefix>.<element>[.<qualifier>|.*][(date)], ... # # Similar to the item display UI, the name of the field for display # in the feed will be drawn from the current UI dictionary, # using the key: # "metadata.<field>" # # e.g. "metadata.dc.title" # "metadata.dc.contributor.author" # "metadata.dc.date.issued" webui.feed.item.description = dc.title, dc.contributor.author, \ dc.contributor.editor, dc.description.abstract, \ dc.description # name of field to use for authors (Atom only) - repeatable webui.feed.item.author = dc.contributor.author # Customize the extra namespaced DC elements added to the item (RSS) or entry # (Atom) element. These let you include individual metadata values in a # structured format for easy extraction by the recipient, instead of (or in # addition to) appending these values to the Description field. ## dc:creator value(s) #webui.feed.item.dc.creator = dc.contributor.author ## dc:date value (may be contradicted by webui.feed.item.date) #webui.feed.item.dc.date = dc.date.issued ## dc:description (e.g. for a distinct field that is ONLY the abstract) #webui.feed.item.dc.description = dc.description.abstract # Customize the image icon included with the site-wide feeds: # Must be an absolute URL, e.g. ## webui.feed.logo.url = ${dspace.url}/themes/mysite/images/mysite-logo.png
- **NEW** Opensearch Feature is new to DSpace
Code Block #### OpenSearch Settings #### # NB: for result data formatting, OpenSearch uses Syndication Feed Settings # so even if Syndication Feeds are not enabled, they must be configured # enable open search websvc.opensearch.enable = false # context for html request URLs - change only for non-standard servlet mapping websvc.opensearch.uicontext = simple-search # context for RSS/Atom request URLs - change only for non-standard servlet mapping websvc.opensearch.svccontext = open-search/ # present autodiscovery link in every page head websvc.opensearch.autolink = true # number of hours to retain results before recalculating websvc.opensearch.validity = 48 # short name used in browsers for search service # should be 16 or fewer characters websvc.opensearch.shortname = DSpace # longer (up to 48 characters) name websvc.opensearch.longname = ${dspace.name} # brief service description websvc.opensearch.description = ${dspace.name} DSpace repository # location of favicon for service, if any must be 16X16 pixels websvc.opensearch.faviconurl = http://www.dspace.org/images/favicon.ico # sample query - should return results websvc.opensearch.samplequery = photosynthesis # tags used to describe search service websvc.opensearch.tags = IR DSpace # result formats offered - use 1 or more comma-separated from: html,atom,rss # NB: html is required for autodiscovery in browsers to function, # and must be the first in the list if present websvc.opensearch.formats = html,atom,rss
- **NEW* *Exposure of METS metadata can be now hidden. (See "OAI-PMH SPECIFIC CONFIGURATIONS" in the dspace.cfg file)
Code Block # When exposing METS/MODS via OAI-PMH all metadata that can be mapped to MODS # is exported. This includes description.provenance which can contain personal # email addresses and other information not intended for public consumption. To # hide this information set the following property to true oai.mets.hide-provenance = true
- **NEW* *SWORD has added the following to accept MIME/types. (See "SWORD Specific Configurations" Section)
Code Block # A comma separated list of MIME types that SWORD will accept sword.accepts = application/zip
- **NEW* *New OAI Harvesting Configuration settings are now available. (See "OAI Harvesting Configurations"
Code Block #---------------------------------------------------------------# #--------------OAI HARVESTING CONFIGURATIONS--------------------# #---------------------------------------------------------------# # These configs are only used by the OAI-ORE related functions # #---------------------------------------------------------------# ### Harvester settings # Crosswalk settings; the {name} value must correspond to a declared ingestion crosswalk # harvester.oai.metadataformats.{name} = {namespace},{optional display name} harvester.oai.metadataformats.dc = http://www.openarchives.org/OAI/2.0/oai_dc/, Simple Dublin Core harvester.oai.metadataformats.qdc = http://purl.org/dc/terms/, Qualified Dublin Core harvester.oai.metadataformats.dim = http://www.dspace.org/xmlns/dspace/dim, DSpace Intermediate Metadata # This field works in much the same way as harvester.oai.metadataformats.PluginName # The {name} must correspond to a declared ingestion crosswalk, while the # {namespace} must be supported by the target OAI-PMH provider when harvesting content. # harvester.oai.oreSerializationFormat.{name} = {namespace} # Determines whether the harvester scheduling process should be started # automatically when the DSpace webapp is deployed. # default: false harvester.autoStart=false # Amount of time subtracted from the from argument of the PMH request to account # for the time taken to negotiate a connection. Measured in seconds. Default value is 120. #harvester.timePadding = 120 # How frequently the harvest scheduler checks the remote provider for updates, # measured in minutes. The default value is 12 hours (or 720 minutes) #harvester.harvestFrequency = 720 # The heartbeat is the frequency at which the harvest scheduler queries the local # database to determine if any collections are due for a harvest cycle (based on # the harvestFrequency) value. The scheduler is optimized to then sleep until the # next collection is actually ready to be harvested. The minHeartbeat and # maxHeartbeat are the lower and upper bounds on this timeframe. Measured in seconds. # Default minHeartbeat is 30. Default maxHeartbeat is 3600. #harvester.minHeartbeat = 30 #harvester.maxHeartbeat = 3600 # How many harvest process threads the scheduler can spool up at once. Default value is 3. #harvester.maxThreads = 3 # How much time passes before a harvest thread is terminated. The termination process # waits for the current item to complete ingest and saves progress made up to that point. # Measured in hours. Default value is 24. #harvester.threadTimeout = 24 # When harvesting an item that contains an unknown schema or field within a schema what # should the harvester do? Either add a new registry item for the field or schema, ignore # the specific field or schema (importing everything else about the item), or fail with # an error. The default value if undefined is: fail. # Possible values: 'fail', 'add', or 'ignore' harvester.unknownField = add harvester.unknownSchema = fail # The webapp responsible for minting the URIs for ORE Resource Maps. # If using oai, the dspace.oai.uri config value must be set. # The URIs generated for ORE ReMs follow the following convention for both cases. # format: [baseURI]/metadata/handle/[theHandle]/ore.xml # Default value is oai #ore.authoritative.source = oai # A harvest process will attempt to scan the metadata of the incoming items # (dc.identifier.uri field, to be exact) to see if it looks like a handle. # If so, it matches the pattern against the values of this parameter. # If there is a match the new item is assigned the handle from the metadata value # instead of minting a new one. Default value: hdl.handle.net #harvester.acceptedHandleServer = hdl.handle.net, handle.myu.edu # Pattern to reject as an invalid handle prefix (known test string, for example) # when attempting to find the handle of harvested items. If there is a match with # this config parameter, a new handle will be minted instead. Default value: 123456789. #harvester.rejectedHandlePrefix = 123456789, myTestHandle
- **NEW** SOLR Statistics Configurations.For a little more detailed information regarding the configuration, please refer to Section 5.2.49 DSpace SOLR Statistics Configuration ; or, for installation procedures, refer to Section 3.4.6 Dspace Statistics.
Code Block #---------------------------------------------------------------# #--------------SOLR STATISTICS CONFIGURATIONS-------------------# #---------------------------------------------------------------# # These configs are only used by the SOLR interface/webapp to # # track usage statistics. # #---------------------------------------------------------------# ##### Usage Logging ##### solr.log.server = ${dspace.baseUrl}/solr/statistics solr.spidersfile = ${dspace.dir}/config/spiders.txt solr.dbfile = ${dspace.dir}/config/GeoLiteCity.dat useProxies = true statistics.items.dc.1=dc.identifier statistics.items.dc.2=dc.date.accessioned statistics.items.type.1=dcinput statistics.items.type.2=date statistics.default.start.datepick = 01/01/1977 statistics.item.authorization.admin=true
- **CHANGE** The base url and oai urls property keys are set differently
- Build DSpace. Run the following commands to compile DSpace.:
Code Block cd /[dspace-source]/dspace/ mvn -U clean package
Wiki Markup You will find the result in _\[dspace-source\]/dspace/target/dspace-\[version\]-build.dir_ . Inside this directory is the compiled binary distribution of DSpace.Before rebuilding DSpace, the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.
Wiki Markup \*Update Registry for the CC License.*If you use the CC License, an incorrect mime-type type is being assigned. You will need to run the following step: _dspace\]/bin/dspace registry-loader \-bitstream \[dspace\]/etc/upgrades/15-16/new-bitstream-formats.xml _
- Update the database. The database schema needs to be updated to accommodate changes to the database. SQL files contain the relevant updates are provided. Please note that if you have made any local customizations to the database schema, you should consult these updates and make sure they will work for you.
Wiki Markup For PostgreSQL: _psql \-U \[dspace-user\] \-f \[dspace-source\]/dspace/etc/postgres/database_schema_15_16.sql \[database name\]_ (Your database name is by default 'dspace'). Example:\__psql \-U dspace \-f /dspace-1.6-1-src-release/dspace/etc/postgres/database_schema_15_16.sql dspace__
- For Oracle: Execute the upgrade script, e.g. with sqlplus, recording the output:
Wiki Markup Start SQL*Plus with "_sqlplus \[connect args\]_"
- Record the output: SQL> spool 'upgrade.lst'
Wiki Markup Run the upgrade script _SQL> @\[dspace-source\]/dspace/etc/oracle/database_schema_15_16.sql{_}{_}SQL> spool off_
- Please note: The final few statements WILL FAIL. That is because you have run some queries and use the results to construct the statements to remove the constraints, manually‚ÄîOracle manually‚ Oracle doesn't have any easy way to automate this (unless you know PL/SQL). So, look for the comment line beginning:
Code Block "--You need to remove the already in place constraints" and follow the instructions in the actual SQL file. Refer to the contents of the spool file "upgrade.lst" for the output of the queries you'll need.
- Update DSpace. Update the DSpace installed directory with the new code and libraries. Issue the following commands:
Code Block cd [dspace-source]/dspace/target/dspace-[version]-build.dir ant -Dconfig=[dspace]/config/dspace.cfg update
Wiki Markup *Generate Browse and Search Indexes*. It makes good policy to rebuild your search and browse indexes when upgrading to a new release. Almost every release has database changes and indexes can be affected by this. In the DSpace 1.6 release there is Authority Control features and those will need the indexes to be regenerated. To do this, run the following command from your DSpace install directory (as the dspace user):_\[dspace\]/bin/dspace index-init_
Wiki Markup *Deploy Web Applications*. Copy the web applications files from your _\[dspace\]/webapps_ directory to the subdirectory of your servlet container (e.g. tomcat):_cp \-R \[dspace\]/webapps/\* \[tomcat\]/webapps/_
- Restart servlet. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.
- Rolling Log Appender Upgrade. You will want to upgrade your logs to the new format to use the SOLR Statistics now included with DSpace. While the commands for this are found in Chapter 8, here is the steps needed to be performed.
The user is highly recommend to see Section 8.14 DSpace Log Converter.Code Block [dspace]/bin/dspace stats-log-converter -i input file name -o output file name -m (if you have more than one dspace.log file) [dspace]/bin/dspace stats-log-importer -i input file name (probably the output name from above) -m
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- Backup your DSpace First and foremost, make a complete backup of your system, including:
- A snapshot of the database
Wiki Markup The asset store (_\[dspace\]/assetstore_ by default)
- Your configuration files and customizations to DSpace
Wiki Markup Your statistics scripts (_\[dspace\]/bin/stat\*_) which contain customizable dates
- Download DSpace 1.5.2 Get the new DSpace 1.5.2 source code either as a download from SourceForge or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation.
- Build DSpace Run the following commands to compile DSpace.
Code Block cd [dspace-source]/dspace/ mvn package
Wiki Markup You will find the result in _\[dspace-source\]/dspace/target/dspace-1.5.2-build.dir/_; inside this directory is the compiled binary distribution of DSpace.
- Stop Tomcat Take down your servlet container, for Tomcat use the bin/shutdown.sh script.
Wiki Markup *Apply any customizations* If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. Commonly these modifications are made to "JSP" pages located inside the _\[dspace 1.4.2\]/jsp/local_ directory. These should be moved _\[dspace-source\]/dspace/modules/jspui/src/main/webapp/_ in the new build structure. See Customizing the JSP Pages for more information.
Wiki Markup *Update DSpace* Update the DSpace installed directory with new code and libraries. Inside the _\[dspace-source\]/dspace/target/dspace-1.5-build.dir/_ directory run:
Code Block cd [dspace-source]/dspace/target/dspace-1.5-build.dir/ ant -Dconfig=[dspace]/config/dspace.cfg update
Wiki Markup *Update configuration files* This ant target preserves existing files in _\[dspace\]/config _ and will copy any new configuration files in place. If an existing file prevents copying the new file in place, the new file will have the suffix \_.new_, for example _\[dspace\]/local/dspace.cfg.new_. Note: there is also a configuration option _\-Doverwrite=true_ which will instead copy the conflicting target files to \*.old suffixes and overwrite target file then with the new file (essentially the opposite) this is beneficial for developers and those who use the _\[dspace-source\]/dspace/config_ to maintain their changes.
Code Block cd [dspace-source]/dspace/target/dspace-1.5-build.dir/ ant -Dconfig=[dspace]/config/dspace.cfg update_configs
Wiki Markup You must then verify that you've merged and differenced in the _\[dspace\]/config/\*_{*}_/_{*}_.new_ files into your configuration.Some of the new parameters you should look out for in dspace.cfg include:
- New option to restrict the expose of private items. The following needs to be added to dspace.cfg:
Code Block #### Restricted item visibility settings ### # By default RSS feeds, OAI-PMH and subscription emails will include ALL items # regardless of permissions set on them. # # If you wish to only expose items through these channels where the ANONYMOUS # user is granted READ permission, then set the following options to false #harvest.includerestricted.rss = true #harvest.includerestricted.oai = true #harvest.includerestricted.subscription = true
- Special groups for LDAP and password authentication.
Code Block ##### Password users group ##### # If required, a group name can be given here, and all users who log in # using the DSpace password system will automatically become members of # this group. This is useful if you want a group made up of all internal # authenticated users. #password.login.specialgroup = group-name ##### LDAP users group ##### # If required, a group name can be given here, and all users who log in # to LDAP will automatically become members of this group. This is useful # if you want a group made up of all internal authenticated users. #ldap.login.specialgroup = group-name
- new option for case insensitivity in browse tables.
Code Block # By default, the display of metadata in the browse indexes is case sensitive # So, you will get separate entries for the terms # # Olive oil # olive oil # # However, clicking through from either of these will result in the same set of items # (ie. any item that contains either representation in the correct field). # # Uncommenting the option below will make the metadata items case-insensitive. This will # result in a single entry in the example above. However the value displayed may be either 'Olive oil' # or 'olive oil' - depending on what representation was present in the first item indexed. # # If you care about the display of the metadata in the browse index - well, you'll have to go and # fix the metadata in your items. # # webui.browse.metadata.case-insensitive = true
- New usage event handler for collecting statistics:
Code Block ### Usage event settings ### # The usage event handler to call. The default is the "passive" handler, which ignores events. # plugin.single.org.dspace.app.statistics.AbstractUsageEvent = \ # org.dspace.app.statistics.PassiveUsageEvent
- The location where sitemaps are stored is now configurable.
Code Block #### Sitemap settings ##### # the directory where the generated sitemaps are stored sitemap.dir = ${dspace.dir}/sitemaps
- MARC 21 ordering should now be used as default. Unless you have it set already, or you have it set to a different value, the following should be set:
Code Block plugin.named.org.dspace.sort.OrderFormatDelegate = org.dspace.sort.OrderFormatTitleMarc21=title
- Hierarchical LDAP support.
Code Block ##### Hierarchical LDAP Settings ##### # If your users are spread out across a hierarchical tree on your # LDAP server, you will need to use the following stackable authentication # class: # plugin.sequence.org.dspace.authenticate.AuthenticationMethod = \ # org.dspace.authenticate.LDAPHierarchicalAuthentication # # You can optionally specify the search scope. If anonymous access is not # enabled on your LDAP server, you will need to specify the full DN and # password of a user that is allowed to bind in order to search for the # users. # This is the search scope value for the LDAP search during # autoregistering. This will depend on your LDAP server setup. # This value must be one of the following integers corresponding # to the following values: # object scope : 0 # one level scope : 1 # subtree scope : 2 #ldap.search_scope = 2 # The full DN and password of a user allowed to connect to the LDAP server # and search for the DN of the user trying to log in. If these are not specified, # the initial bind will be performed anonymously. #ldap.search.user = cn=admin,ou=people,o=myu.edu #ldap.search.password = password # If your LDAP server does not hold an email address for a user, you can use # the following field to specify your email domain. This value is appended # to the netid in order to make an email address. E.g. a netid of 'user' and # ldap.netid_email_domain as '@example.com' would set the email of the user # to be 'user@example.com #ldap.netid_email_domain = @example.com
- Shibboleth authentication support.
Code Block #### Shibboleth Authentication Configuration Settings #### # Check https://mams.melcoe.mq.edu.au/zope/mams/pubs/Installation/dspace15/view # for installation detail. # # org.dspace.authenticate.ShibAuthentication # # DSpace requires email as user's credential. There are 2 ways of providing # email to DSpace: # 1) by explicitly specifying to the user which attribute (header) # carries the email address. # 2) by turning on the user-email-using-tomcat=true which means # the software will try to acquire the user's email from Tomcat # The first option takes PRECEDENCE when specified. Both options can # be enabled to allow fallback. # this option below specifies that the email comes from the mentioned header. # The value is CASE-Sensitive. authentication.shib.email-header = MAIL # optional. Specify the header that carries user's first name # this is going to be used for creation of new-user authentication.shib.firstname-header = SHIB-EP-GIVENNAME # optional. Specify the header that carries user's last name # this is used for creation of new user authentication.shib.lastname-header = SHIB-EP-SURNAME # this option below forces the software to acquire the email from Tomcat. authentication.shib.email-use-tomcat-remote-user = true # should we allow new users to be registered automatically # if the IdP provides sufficient info (and user not exists in DSpace) authentication.shib.autoregister = true # this header here specifies which attribute that is responsible # for providing user's roles to DSpace. When not specified, it is # defaulted to 'Shib-EP-UnscopedAffiliation'. The value is specified # in AAP.xml (Shib 1.3.x) or attribute-filter.xml (Shib 2.x). # The value is CASE-Sensitive. The values provided in this # header are separated by semi-colon or comma. # authentication.shib.role-header = Shib-EP-UnscopedAffiliation # when user is fully authN on IdP but would not like to release # his/her roles to DSpace (for privacy reason?), what should be # the default roles be given to such users? # The values are separated by semi-colon or comma # authentication.shib.default-roles = Staff, Walk-ins # The following mappings specify role mapping between IdP and Dspace. # the left side of the entry is IdP's role (prefixed with # "authentication.shib.role.") which will be mapped to # the right entry from DSpace. DSpace's group as indicated on the # right entry has to EXIST in DSpace, otherwise user will be identified # as 'anonymous'. Multiple values on the right entry should be separated # by comma. The values are CASE-Sensitive. Heuristic one-to-one mapping # will be done when the IdP groups entry are not listed below (i.e. # if "X" group in IdP is not specified here, then it will be mapped # to "X" group in DSpace if it exists, otherwise it will be mapped # to simply 'anonymous') # # Given sufficient demand, future release could support regex for the mapping # special characters need to be escaped by \ authentication.shib.role.Senior\ Researcher = Researcher, Staff authentication.shib.role.Librarian = Administrator
- DOI and handle identifiers can now be rendered in the JSPUI.
In configuration sections such as webui.itemdisplay.default, values can be changed from (e.g.) metadata.dc.identifier.doi to metadata.doi.dc.identifier.doiCode Block # When using "resolver" in webui.itemdisplay to render identifiers as resolvable # links, the base URL is taken from <code>webui.resolver.<n>.baseurl</code> # where <code>webui.resolver.<n>.baseurl</code> matches the urn specified in the metadata value. # The value is appended to the "baseurl" as is, so the baseurl need to end with slash almost in any case. # If no urn is specified in the value it will be displayed as simple text. # #webui.resolver.1.urn = doi #webui.resolver.1.baseurl = http://dx.doi.org/ #webui.resolver.2.urn = hdl #webui.resolver.2.baseurl = http://hdl.handle.net/ # # For the doi and hdl urn defaults values are provided, respectively http://dx.doi.org and # http://hdl.handle.net are used. # # If a metadata value with style: "doi", "handle" or "resolver" matches a URL # already, it is simply rendered as a link with no other manipulation.
- The whole of the SWORD configuration has changed. The SWORD section must be removed and replaced with
Code Block #---------------------------------------------------------------# #--------------SWORD SPECIFIC CONFIGURATIONS--------------------# #---------------------------------------------------------------# # These configs are only used by the SWORD interface # #---------------------------------------------------------------# # tell the SWORD METS implementation which package ingester to use # to install deposited content. This should refer to one of the # classes configured for: # # plugin.named.org.dspace.content.packager.PackageIngester # # The value of sword.mets-ingester.package-ingester tells the # system which named plugin for this interface should be used # to ingest SWORD METS packages # # The default is METS # # sword.mets-ingester.package-ingester = METS # Define the metadata type EPDCX (EPrints DC XML) # to be handled by the SWORD crosswalk configuration # mets.submission.crosswalk.EPDCX = SWORD # define the stylesheet which will be used by the self-named # XSLTIngestionCrosswalk class when asked to load the SWORD # configuration (as specified above). This will use the # specified stylesheet to crosswalk the incoming SWAP metadata # to the DIM format for ingestion # crosswalk.submission.SWORD.stylesheet = crosswalks/sword-swap-ingest.xsl # The base URL of the SWORD deposit. This is the URL from # which DSpace will construct the deposit location urls for # collections. # # The default is {dspace.url}/sword/deposit # # In the event that you are not deploying DSpace as the ROOT # application in the servlet container, this will generate # incorrect URLs, and you should override the functionality # by specifying in full as below: # # sword.deposit.url = http://www.myu.ac.uk/sword/deposit # The base URL of the SWORD service document. This is the # URL from which DSpace will construct the service document # location urls for the site, and for individual collections # # The default is {dspace.url}/sword/servicedocument # # In the event that you are not deploying DSpace as the ROOT # application in the servlet container, this will generate # incorrect URLs, and you should override the functionality # by specifying in full as below: # # sword.servicedocument.url = http://www.myu.ac.uk/sword/servicedocument # The base URL of the SWORD media links. This is the URL # which DSpace will use to construct the media link urls # for items which are deposited via sword # # The default is {dspace.url}/sword/media-link # # In the event that you are not deploying DSpace as the ROOT # application in the servlet container, this will generate # incorrect URLs, and you should override the functionality # by specifying in full as below: # # sword.media-link.url = http://www.myu.ac.uk/sword/media-link # The URL which identifies the sword software which provides # the sword interface. This is the URL which DSpace will use # to fill out the atom:generator element of its atom documents. # # The default is: # # http://www.dspace.org/ns/sword/1.3.1 # # If you have modified your sword software, you should change # this URI to identify your own version. If you are using the # standard dspace-sword module you will not, in general, need # to change this setting # # sword.generator.url = http://www.dspace.org/ns/sword/1.3.1 # The metadata field in which to store the updated date for # items deposited via SWORD. # sword.updated.field = dc.date.updated # The metadata field in which to store the value of the slug # header if it is supplied # sword.slug.field = dc.identifier.slug # the accept packaging properties, along with their associated # quality values where appropriate. # # Global settings; these will be used on all DSpace collections # sword.accept-packaging.METSDSpaceSIP.identifier = http://purl.org/net/sword-types/METSDSpaceSIP sword.accept-packaging.METSDSpaceSIP.q = 1.0 # Collection Specific settings: these will be used on the collections # with the given handles # # sword.accept-packaging.[handle].METSDSpaceSIP.identifier = http://purl.org/net/sword-types/METSDSpaceSIP # sword.accept-packaging.[handle].METSDSpaceSIP.q = 1.0 # Should the server offer up items in collections as sword deposit # targets. This will be effected by placing a URI in the collection # description which will list all the allowed items for the depositing # user in that collection on request # # NOTE: this will require an implementation of deposit onto items, which # will not be forthcoming for a short while # sword.expose-items = false # Should the server offer as the default the list of all Communities # to a Service Document request. If false, the server will offer # the list of all collections, which is the default and recommended # behavior at this stage. # # NOTE: a service document for Communities will not offer any viable # deposit targets, and the client will need to request the list of # Collections in the target before deposit can continue # sword.expose-communities = false # The maximum upload size of a package through the sword interface, # in bytes # # This will be the combined size of all the files, the metadata and # any manifest data. It is NOT the same as the maximum size set # for an individual file upload through the user interface. If not # set, or set to 0, the sword service will default to no limit. # sword.max-upload-size = 0 # Should DSpace store a copy of the original sword deposit package? # # NOTE: this will cause the deposit process to run slightly slower, # and will accelerate the rate at which the repository consumes disk # space. BUT, it will also mean that the deposited packages are # recoverable in their original form. It is strongly recommended, # therefore, to leave this option turned on # # When set to "true", this requires that the configuration option # "upload.temp.dir" above is set to a valid location # sword.keep-original-package = true # The bundle name that SWORD should store incoming packages under if # sword.keep-original-package is set to true. The default is "SWORD" # if not value is set # # sword.bundle.name = SWORD # Should the server identify the sword version in deposit response? # # It is recommended to leave this enabled. # sword.identify-version = true # Should we support mediated deposit via sword? Enabled, this will # allow users to deposit content packages on behalf of other users. # # See the SWORD specification for a detailed explanation of deposit # On-Behalf-Of another user # sword.on-behalf-of.enable = true # Configure the plugins to process incoming packages. The form of this # configuration is as per the Plugin Manager's Named Plugin documentation: # # plugin.named.[interface] = [implementation] = [package format identifier] \ # # Package ingesters should implement the SWORDIngester interface, and # will be loaded when a package of the format specified above in: # # sword.accept-packaging.[package format].identifier = [package format identifier] # # is received. # # In the event that this is a simple file deposit, with no package # format, then the class named by "SimpleFileIngester" will be loaded # and executed where appropriate. This case will only occur when a single # file is being deposited into an existing DSpace Item # plugin.named.org.dspace.sword.SWORDIngester = \ org.dspace.sword.SWORDMETSIngester = http://purl.org/net/sword-types/METSDSpaceSIP \ org.dspace.sword.SimpleFileIngester = SimpleFileIngester
- New option to restrict the expose of private items. The following needs to be added to dspace.cfg:
- Restart Tomcat Restart your servlet container, for Tomcat use the bin/startup.sh script.
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