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Using a Virtual Machine

Install Virtualbox

You will need Oracle VM Virtualbox. Binaries for all major operating sytems are available free of charge from https://www.virtualbox.org/.

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Download the Database App Development VM image from http://www.oracle.com/technetwork/database/enterprise-edition/databaseappdev-vm-161299.html and import it into virtualbox as a new appliance. I increased the memory for the virtual machine to 3 GB.

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Initialize virtual machine

Start the virtual machine (as per instructions on the download page, use username+password oracle).

Set up the database

1. Open a terminal and log on to the database as a superuser (password: oracle):

   Code Block
   sqlplus logon AS SYSDBA # NOTE: If you get at "invalid username/password; logon denied" error, try THIS COMMAND INSTEAD: sqlplus 'sys as sysdba'

   
   

2. Then create the database user and database (which is referred to as a "schema" in oracle terms):  (Thanks to user-6062e for the SQL statements.)

   Code Block
   language sql
   CREATE USER dspace IDENTIFIED BY dspace; GRANT CONNECT TO dspace; GRANT CREATE TABLE TO dspace; GRANT CREATE SEQUENCE TO dspace; GRANT CREATE VIEW TO dspace; GRANT CREATE PROCEDURE TO dspace; GRANT UNLIMITED TABLESPACE TO dspace;

   
   

Run DSpace Remotely OR Install DSpace on Virtual Machine

One you have the (empty) database created on this Oracle Virtual Machine, you have two options (choose one):

1. You can run DSpace remotely (e.g. on your host machine), and just point it at this Oracle Virtual Machine (see: "Run DSpace Remotely")
2. OR, you can install DSpace directly on this Oracle Virtual Machine and run it there (see: "Install DSpace on Virtual Machine")

If you elect to run DSpace remotely, the following aliases may be helpful to you, if you are using a Unix or Linux-based OS for your host machine.

alias ostart='vboxmanage startvm "Oracle DB Developer VM" -type headless'
alias oshut='vboxmanage controlvm "Oracle DB Developer VM" savestate'

The ostart alias will start up your oracle database, the oshut alias will shut it down very quickly, essentially pausing your server in the state it is in.

If you are using Vagrant-DSpace as your development environment, you will want to create a new vagrant.properties file. Name it something else, vagrant-oracle.properties works. Here are the settings you'll want to use for the database.

db.name=oracle

# Uncomment the appropriate block below for your database.
# postgres
#db.driver=org.postgresql.Driver
#db.url=jdbc:postgresql://localhost:5432/dspace
#db.username=dspace
#db.password=dspace

# oracle
db.driver= oracle.jdbc.OracleDriver
db.url=jdbc:oracle:thin:@10.0.2.2:1521/orcl
db.username=username_you_chose_above
db.password=password_you_set_above

Things to note: you will want to comment out the Postgres configuration, and change the db.name to oracle. And you'll need to install the Oracle driver as per the usual.

Run DSpace Remotely (recommended)

If you chose this option, we are assuming you have DSpace installed elsewhere (e.g. on your host machine). 

1. First setup port forwarding for this Oracle Virtual Machine

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   1. 1. Open up your VirtualBox Manager
      2. Select the Oracle Virtual Machine, and click the "Settings" button (at the top, looks like a gear)
      3. Go to the "Network" settings, and click "Port Forwarding" button at the bottom
      4. By default, you should already see a port forwarding rule for "sqlnet" which looks like this. You can modify that if you wish, or leave as-is.
         1. sqlnet | TCP | Host Port: 1521 | Guest Port:1521
      5. You also may wish to add a new rule for SSH access (port 22), something like this:
         1. SSH | TCP | Host Port: 2200 | Guest Port: 22
      6. Test out your SSH access. From your host machine type:
         1. ssh -p 2200 oracle@localhost (password: oracle)
         2. Login as the "dspace" user: sqlplus dspace/dspace
   2. On the machine where your DSpace is installed, you will need to do the following:
      1. Download the latest Oracle OJDBC JAR from http://www.oracle.com/technetwork/database/enterprise-edition/jdbc-112010-090769.html

      2. Install this JAR into your local Maven cache (~/.m2):

         Code Block
         mvn install:install-file -Dfile=[path-to-downloads]/ojdbc6.jar -DgroupId=com.oracle -DartifactId=ojdbc6 -Dversion=11.2.0.4.0 -Dpackaging=jar -DgeneratePom=true # NOTE: If you are on Windows, each of the "-D" params need to be surrounded with double-quotes

         
         

      3. Update your build.properties database settings to refer to this Oracle database on the virtual machine. Pay close attention to the port, if you changed the default port forwarding rule for "sqlnet":

         Code Block
         # oracle db.driver=oracle.jdbc.OracleDriver db.url=jdbc:oracle:thin:@//localhost:1521/orcl db.username=dspace db.password=dspace

         
         

      4. Rebuild your DSpace with Oracle enabled: 

         Code Block
         mvn -Ddb.name=oracle package # NOTE: If the version of the Oracle OJDBC JAR has changed, you may need to update the Parent POM to have the correct version # See the "com.oracle" dependency: https://github.com/DSpace/DSpace/blob/master/pom.xml#L1082 # NOTE #2: If you are on Windows, the "-D" param needs to be surrounded with double-quotes

         
         

   3. At this point, your DSpace should be "connected" with the Oracle Virtual Machine. You should be able to simply do a "fresh_install" of DSpace, and startup your Tomcat to see it in action

      Code Block
      cd [src]/dspace/dspace-installer ant fresh_install

      
      

   4. You can also now login as the "dspace" database owner/user by simply SSHing into the Oracle Virtual Machine as follows:

      Code Block
      ssh -p 2200 oracle@localhost (password: oracle) sqlplus dspace/dspace

      
      

   Install DSpace on Oracle Virtual Machine

   Install build tools

   The virtual machine image comes with ant preinstalled, but the version is too old (1.6.4). There is no maven installation on the machine.

   Download the binary distributions of the ant and maven (2.2.x) from http://ant.apache.org/ and http://maven.apache.org and install them on the virtual machine, for example into ~/software. I symlinked the directories created by unpacking the tarballs so that I had ant in ~/software/ant and maven in ~/software/maven, so I'll use those paths in the rest of the instructions. You'll need to add ~/software/ant/bin and ~/software/maven/bin to the beginning of your PATH variable; eg put at the end of ~/.bash_profile:

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   export ANT_HOME=$HOME/software/ant/bin

   Build + install DSpace

   Download the source distribution of DSpace (https://github.com/DSpace/DSpace/archive/dspace-3.0.tar.gz for DSpace 3.0) and unpack the tarball. I then renamed the directory to ~/dspace-src.

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   I also disabled the mail server in ~/dspace-src/dspace/config/dspace.cfg.

   Info
   It may not be readily apparent from the example config lines above, but the SID used by the Oracle VirtualBox image is "orcl".

   Install Tomcat

   Tomcat isn't installed on the virtual machine. Download the binary distribution from http://tomcat.apache.org/; I used Tomcat 6 and installed it into ~/software/tomcat by unpacking the downloaded tarball and symlinking the directory. You will also need to copy the ojdbc6.jar file that you downloaded in the previous step into ~/software/tomcat/lib.

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   and your DSpace+Oracle instance should come up at http://localhost:8080/xmlui/.

   Using a Docker Container

   There is also a docker container image that you can pull from the Docker hub which will start up an Oracle database container that is configured to work with DSpace. In order to use this image, you need to install Docker on your development machine.

   Starting the DSpace Oracle database container

   Create a directory where the Oracle database server can store its data, for example /tmp/dspace-oracle-data.  Then execute the following command to start the Oracle database server:

   Code Block
   language bash
   $ docker run -d -p 1521:1521 -v /tmp/dspace-oracle-data:/u01/app/oracle --name dspace-oracle atmire/dspace-oracle:11g2

   This will create a new Docker container with name "dspace-oracle" that will run the Oracle database server.

   Configure the DSpace database connection

    Next, update your DSpace database configuration so that it has the following property values:

   Code Block
   db.dialect = org.hibernate.dialect.Oracle10gDialect db.schema = dspace db.name = oracle db.driver = oracle.jdbc.OracleDriver db.url = jdbc:oracle:thin:@//localhost:1521/XE db.username = dspace db.password = dspace

   Double check the database server is running and start Tomcat

   Before starting Tomcat, you should make sure that the initialisation of the database server completed. You can check the logs of the database server by executing the command

   Code Block
   $ docker logs dspace-oracle

   You should see a message that starts with "Database ready to use.". If that is not the case, wait until the message appears (you need to re-execute the "logs" command each time).

   When the database is ready, you can double check that your DSpace database configuration is correct by running this command an verifying the output:

   Code Block
   $ bin/dspace database test Attempting to connect to database using these configurations: - URL: jdbc:oracle:thin:@//localhost:1521/XE - Driver: oracle.jdbc.OracleDriver - Username: dspace - Password: [hidden] - Schema: dspace Testing connection... Connected successfully!

   If DSpace is configured correctly, you can then start Tomcat

   Stop, restart or remove the database server.

   Here are some commands to stop, restart or completely remove the Oracle database container:

   To stop the container:

   Code Block
   $ docker stop dspace-oracle

   To start a previously stopped container:

   Code Block
   $ docker start dspace-oracle

   To completely remove the complete database container and its data (in order to start over with a clean database):

   Code Block
   $ docker rm dspace-oracle $ rm -rf /tmp/dspace-oracle-data