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- Get the new DSpace 1.4.x source code from the DSpace page on SourceForge and unpack it somewhere. Do not unpack it on top of your existing installation!!
- Copy the PostgreSQL driver JAR to the source tree. For example:
Code Block cd [dspace]/lib cp postgresql.jar [dspace-1.4.x-source]/lib
Wiki Markup *Note:* Licensing conditions for the _handle.jar_ file have changed. As a result, the latest version of the _handle.jar_ file is not included in this distribution. It is recommended you read the [new license conditions|http://www.handle.net/upgrade_6-2_DSpace.html|new license conditions] and decide whether you wish to update your installation's _handle.jar_. If you decide to update, you should replace the existing _handle.jar_ in _\[dspace-1.4.x-source\]_/lib with the new version.
- Take down Tomcat (or whichever servlet container you're using).
- A new configuration item webui.html.max-depth-guess has been added to avoid infinite URL spaces. Add the following to the dspace.cfg file:
If webui.html.max-depth-guess is not present in dspace.cfg the default value is used. If archiving entire web sites or deeply nested HTML documents it is advisable to change the default to a higher value more suitable for these types of materials.Code Block #### Multi-file HTML document/site settings ##### # # When serving up composite HTML items, how deep can the request be for us to # serve up a file with the same name? # # e.g. if we receive a request for "foo/bar/index.html" # and we have a bitstream called just "index.html" # we will serve up that bitstream for the request if webui.html.max-depth-guess # is 2 or greater. If webui.html.max-depth-guess is 1 or less, we would not # serve that bitstream, as the depth of the file is greater. # # If webui.html.max-depth-guess is zero, the request filename and path must # always exactly match the bitstream name. Default value is 3. # webui.html.max-depth-guess = 3
Wiki Markup Your 'localized' JSPs (those in jsp/local) now need to be maintained in the _source_ directory. If you have locally modified JSPs in your _\[dspace\]/jsp/local_ directory, you will need to merge the changes in the new 1.4.x versions into your locally modified ones. You can use the _diff_ command to compare your JSPs against the 1.4.x versions to do this. You can also check against the [DSpace CVS|http://dspace.cvs.sourceforge.net/dspace/].
Wiki Markup In _\[dspace-1.4.x-source\]_ run:
Code Block ant -Dconfig= [dspace]/config/dspace.cfg update
Wiki Markup Copy the _.war_ Web application files in _\[dspace-1.4.x-source\]/build_ to the _webapps_ sub-directory of your servlet container (e.g. Tomcat). e.g.:
Code Block cp [dspace-1.4.x-source]/build/*.war [tomcat]/webapps
Wiki Markup If you're using Tomcat, you need to delete the directories corresponding to the old _.war_ files. For example, if _dspace.war_ is installed in _\[tomcat\]/webapps/dspace.war_, you should delete the _\[tomcat\]/webapps/dspace_ directory. Otherwise, Tomcat will continue to use the old code in that directory.
- Restart Tomcat.
Upgrading From 1.3.2 to 1.4.x
- 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 localized JSPs
- Download the latest DSpace 1.4.x source bundle and unpack it in a suitable location (not over your existing DSpace installation or source tree!)
- Copy the PostgreSQL driver JAR to the source tree. For example:
Code Block cd [dspace]/lib cp postgresql.jar [dspace-1.4.x-source]/lib
Wiki Markup *Note:* Licensing conditions for the _handle.jar_ file have changed. As a result, the latest version of the _handle.jar_ file is not included in this distribution. It is recommended you read the [new license conditions|http://www.handle.net/upgrade_6-2_DSpace.html|new license conditions] and decide whether you wish to update your installation's _handle.jar_. If you decide to update, you should replace the existing _handle.jar_ in _\[dspace-1.4.x-source\]_/lib with the new version.
- Take down Tomcat (or whichever servlet container you're using).
- Your DSpace configuration will need some updating:
- In dspace.cfg, paste in the following lines for the new stackable authentication feature, the new method for managing Media Filters, and the Checksum Checker.
Code Block #### Stackable Authentication Methods ##### # Stack of authentication methods # (See org.dspace.eperson.AuthenticationManager) plugin.sequence.org.dspace.eperson.AuthenticationMethod = \ org.dspace.eperson.PasswordAuthentication #### Example of configuring X.509 authentication #### (to use it, add org.dspace.eperson.X509Authentication to stack) ## method 1, using keystore #authentication.x509.keystore.path = /var/local/tomcat/conf/keystore #authentication.x509.keystore.password = changeit ## method 2, using CA certificate #authentication.x509.ca.cert = ${dspace.dir}/config/mitClientCA.der ## Create e-persons for unknown names in valid certificates? #authentication.x509.autoregister = true #### Media Filter plugins (through PluginManager) #### plugin.sequence.org.dspace.app.mediafilter.MediaFilter = \ org.dspace.app.mediafilter.PDFFilter, org.dspace.app.mediafilter.HTMLFilter, \ org.dspace.app.mediafilter.WordFilter, org.dspace.app.mediafilter.JPEGFilter # to enable branded preview: remove last line above, and uncomment 2 lines below # org.dspace.app.mediafilter.WordFilter, org.dspace.app.mediafilter.JPEGFilter, \ # org.dspace.app.mediafilter.BrandedPreviewJPEGFilter filter.org.dspace.app.mediafilter.PDFFilter.inputFormats = Adobe PDF filter.org.dspace.app.mediafilter.HTMLFilter.inputFormats = HTML, Text filter.org.dspace.app.mediafilter.WordFilter.inputFormats = Microsoft Word filter.org.dspace.app.mediafilter.JPEGFilter.inputFormats = GIF, JPEG, image/png filter.org.dspace.app.mediafilter.BrandedPreviewJPEGFilter.inputFormat s = GIF, JPEG, image/png #### Settings for Item Preview #### webui.preview.enabled = false # max dimensions of the preview image webui.preview.maxwidth = 600 webui.preview.maxheight = 600 # the brand text webui.preview.brand = My Institution Name # an abbreviated form of the above text, this will be used # when the preview image cannot fit the normal text webui.preview.brand.abbrev = MyOrg # the height of the brand webui.preview.brand.height = 20 # font settings for the brand text webui.preview.brand.font = SansSerif webui.preview.brand.fontpoint = 12 #webui.preview.dc = rights #### Checksum Checker Settings #### # Default dispatcher in case none specified plugin.single.org.dspace.checker.BitstreamDispatcher=org.dspace.checke r.SimpleDispatcher # Standard interface implementations. You shouldn't need to tinker with these. plugin.single.org.dspace.checker.ReporterDAO=org.dspace.checker.Report erDAOImpl # check history retention checker.retention.default=10y checker.retention.CHECKSUM_MATCH=8w
- If you have customized advanced search fields (search.index.n fields, note that you now need to include the schema in the values. Dublin Core is specified as dc. So for example, if in 1.3.2 you had:
That needs to be changed to:Code Block search.index.1 = title:title.alternative
Code Block search.index.1 = title:dc.title.alternative
- If you use LDAP or X509 authentication, you'll need to add org.dspace.eperson.LDAPAuthentication or org.dspace.eperson.X509Authentication respectively. See also configuring custom authentication code.
- If you have custom Media Filters, note that these are now configured through dspace.cfg (instead of mediafilter.cfg which is obsolete.)
- Also, take a look through the default dspace.cfg file supplied with DSpace 1.4.x, as this contains configuration options for various new features you might like to use. In general, these new features default to 'off' and you'll need to add configuration properties as described in the default 1.4.x dspace.cfg to activate them.
- In dspace.cfg, paste in the following lines for the new stackable authentication feature, the new method for managing Media Filters, and the Checksum Checker.
Wiki Markup Your 'localized' JSPs (those in jsp/local) now need to be maintained in the _source_ directory. If you have locally modified JSPs in your _\[dspace\]/jsp/local_ directory, you will need to merge the changes in the new 1.4.x versions into your locally modified ones. You can use the _diff_ command to compare your JSPs against the 1.4.x versions to do this. You can also check against the [DSpace CVS|http://dspace.cvs.sourceforge.net/dspace/|DSpace CVS].
Wiki Markup In _\[dspace-1.4.x-source\]_ run:
Code Block ant -Dconfig= [dspace]/config/dspace.cfg update
- The database schema needs updating. SQL files containing the relevant file are provided. If you've modified the schema locally, you may need to check over this and make alterations.
Wiki Markup *For PostgreSQL*: _\[dspace-1.4.x-source\]/etc/database_schema_13-14.sql_ contains the SQL commands to achieve this for PostgreSQL. To apply the changes, go to the source directory, and run:_psql \-f etc/database_schema_13-14.sql \[DSpace database name\] \-h localhost_
Wiki Markup *For Oracle*: _\[dspace-1.4.x-source\]/etc/oracle/database_schema_13-14.sql_ should be run on the DSpace database to update the schema.
Wiki Markup Rebuild the search indexes: _\[dspace\]/bin/index-all_
Wiki Markup Copy the _.war_ Web application files in _\[dspace-1.4-source\]/build_ to the _webapps_ sub-directory of your servlet container (e.g. Tomcat). e.g.:
Code Block cp [dspace-1.4-source]/build/*.war [tomcat]/webapps
Wiki Markup If you're using Tomcat, you need to delete the directories corresponding to the old _.war_ files. For example, if _dspace.war_ is installed in _\[tomcat\]/webapps/dspace.war_, you should delete the _\[tomcat\]/webapps/dspace_ directory. Otherwise, Tomcat will continue to use the old code in that directory.
- Restart Tomcat.
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