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Before getting started, you may wish to determine the answers to the following questions:

1. #AIP Format Options: Does you institution want to backup using the default DSpace AIP format (METS packaging)? Or would you rather utilize the new BagIt packaged AIPsAIP Format?
2. Does you institution plan to use the Replication Suite to backup to a local/mounted drive? Or would you like to connect it to a DuraCloud account?
3. Do you plan to use Checkm manifests for quick auditing?

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AIP Format Options

One of the first questions to ask yourself is the format you wish to utilize for your AIPs. There are two options: default DSpace AIP Format (METS-based) or BagIt packaged AIPsAIP Format.

By default the DSpace Replication Suite is configured to backup & restore using the default DSpace AIP Format (which uses METS packaging).

Configuring usage of default DSpace AIP Format (METS-based)

This section goes through the steps of configuring the Replication Suite to use METS-based AIPs.

1. Wiki Markup
   *General Curation Configuration:* First, in your {{\[dspace\]/config/modules/curate.cfg}} you will want to enable & configure the METS-based replication tasks. (NOTE: there is a sample {{curate.cfg}} file provided in {{\[dspace-replicate\]/config/modules/curate.cfg}} which is pre-configured to use METS-based AIPs).

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacewithaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorekeepexisting, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restoresinglefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacesinglewithaip

   • Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate AIP(s) Size, \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit/Compare against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s), \ restorekeepexisting = Restore Missing Object(s) but Keep Existing Objects,\ restoresinglefromaip = Restore Single Object from AIP, \ replacesinglewithaip = Replace Single Object with AIP

   • Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.* settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip, restorekeepexisting, restoresinglefromaip, replacesinglewithaip

2. Wiki Markup
   *Replication Suite Configuration*: Next, in your {{\[dspace\]/config/modules/replicate.cfg}} you will want to ensure it is setup to properly use METS-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block

   # Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = mets # Format of package compression. Permitted values: 'zip' or 'tgz' # for 'mets' packages, only 'zip' is supported packer.archfmt = zip # Whether or not the name packages with a DSpace type prefix. # When 'true', package files are named [type]@[handle].[format] (e.g. ITEM@123456789-1.zip) # When 'false', package files are named [handle].[format] (e.g. 123456789-1.zip) # Defaults to 'true'. For 'mets' packages, this must be 'true'. packer.typeprefix = true

Configuring usage of BagIt

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AIP Format

One of the first questions to ask yourself is the format you wish to utilize for your AIPs. There are two options: default DSpace AIP Format (METS-based) or BagIt packaged AIPsAIP Format.

This section goes through the steps of configuring the Replication Suite to use BagIt-based AIPs. For more information on the BagIt packaging format, see: https://wiki.ucop.edu/display/Curation/BagIt^{Image Added}

1. Wiki Markup
   *General Curation Configuration:* First, in your {{\[dspace\]/config/modules/curate.cfg}} you will want to enable & configure the BagIt-based replication tasks. (NOTE: there is a sample {{curate.cfg}} file provided in {{\[dspace-replicate\]/config/modules/curate.cfg}} which provides example settings).

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.BagItRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.BagItReplaceWithAIP = replacewithaip

   • Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate AIP(s) Size, \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit/Compare against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s)

   • Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.* settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip

2. Wiki Markup
   *Replication Suite Configuration*: Next, in your {{\[dspace\]/config/modules/replicate.cfg}} you will want to ensure it is setup to properly use BagIt-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block
   # Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = bagit

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Where your AIPs will be stored is the next decision to make

Configuring usage of Checkm manifest validation

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