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Installation instructions for each version are included below:

• 81953514
• ReplicationTaskSuite#Installation on DSpace 5.x
• 81953514
• 81953514ReplicationTaskSuite#Installation on DSpace 3.x or 4.x
• 81953514

User Interface Compatibility Notes

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1. In your DSpace Source directory ([dspace-src]), you will need to modify the following POM file:
   

   • [dspace-src]/dspace/modules/additions/pom.xml (This POM will ensure that the "dspace-replicate" dependency is made available to commandline and ALL DSpace interfaces)

2. For this pom.xml file, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag). NOTE: the exclusions are required to work around DS-3536.

   Code Block

   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>6.1</version> <!-- These exclusions are currently necessary to resolve dependency mismatches with some dependencies pulled into RTS 6.0 to work with DuraCloud, see DS-3536 for details --> <exclusions> <exclusion> <groupId>org.apache.commons</groupId> <artifactId>commons-lang3</artifactId> </exclusion> <exclusion> <groupId>com.amazonaws</groupId> <artifactId>aws-java-sdk-core</artifactId> </exclusion> <exclusion> <groupId>org.apache.httpcomponents</groupId> <artifactId>httpmime</artifactId> </exclusion> <exclusion> <groupId>org.springframework</groupId> <artifactId>spring-expression</artifactId> </exclusion> <exclusion> <groupId>org.springframework.security</groupId> <artifactId>spring-security-core</artifactId> </exclusion> <exclusion> <groupId>org.codehaus.jackson</groupId> <artifactId>jackson-mapper-asl</artifactId> </exclusion> <exclusion> <groupId>org.codehaus.jackson</groupId> <artifactId>jackson-core-asl</artifactId> </exclusion> </exclusions> </dependency> </dependencies>

   
   

3. Once you've finished modifying the pom.xml file, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

   
   

4. Update the default dspace.cfg to include the Replication Task Suite config files. This ensures these configs are loaded as part of your DSpace configuration. This also allows you to override the configurations in your own local.cfg file. Including the duracloud.cfg file is only required if you are planning to replicate/backup your content to DuraCloud.

   Code Block
   include = ${module_dir}/replicate.cfg include = ${module_dir}/replicate-mets.cfg include = ${module_dir}/replicate-bagit.cfg include = ${module_dir}/duracloud.cfg

   1. You should ensure these configurations exist in your [dspace-src]/dspace/config/modules directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).
5. Follow the instructions in the 81953514 section below in order to enable & configure the Replication Task Suite Add-On.

6. You will need to update your existing DSpace 3.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   
   

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

   
   

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1. A copy of all configuration files utilized by the Replication Task Suite (RTS) can be found in the following locations:
   
   1. Configs for RTS version 1.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-1_x/config/modules
   2. Configs for RTS version 3.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-3_x/config/modules
   3. Configs for RTS version 6.x : https://github.com/DSpace/dspace-replicate/tree/master/config/modules
2. Copy the following configuration files to your DSpace's [dspace]/config/modules/ directory:
   
   1. replicate.cfg - This file contains the base settings for the Replication Task Suite
   2. replicate-mets.cfg - This file provides a few additional replication options specific to METS-based AIPs (see below for more details)
   3. replicate-bagit.cfg - This file provides additional configuration for BagIt AIPs (see below for more details)
   4. duracloud.cfg - If you'd like to replicate/backup your content to DuraCloud, this file holds your DuraCloud account information
3. Edit your [dspace]/config/modules/curate.cfg configuration file to define & enable all tasks. The list of tasks to add to this configuration file depends on which type of AIP (METS based or BagIt based) you wish to use. Please see the 81953514 section below for the details of what should be added to your curate.cfg file
   
   1. A sample, fully enabled curate.cfg configuration file is provided alongside the other Replication Task Suite config files listed above.  This sample file is preconfigured to use METS-based AIPs.
4. Recommended (but not required):  Edit your [dspace]/config/modules/dspace.cfg and enable the Replication Task Suite 'listener' to perform automatic synchronization of your AIP backup store with what is in DSpace (see Automation Options for more info).

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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: The Replication Suite uses the BagIt Profiles specification in order to provide additional guarantees about the BagIt AIPs which are exported and ingested. The following profiles are supported:

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If no BagIt Profile is specified the beyondtherepository profile will be used by default. For more information on the BagIt packaging format, see: https://wiki.ucop.edu/display/Curation/BagIt; the BagIt Profiles implementation used is DuraSpace's bagit-support.

1. General Curation 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 https://github.com/DSpace/dspace-replicate/tree/master/config/modules which provides example settings, though they are all commented out by default).
   

   • 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 Storage Space for AIP(s), \ 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. 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 ', '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

   
   

3. BagIt Configuration: Finally, in [dspace]/config/modules/replicate-bagit.cfg, you will need to configure settings for the BagIt tasks:

   • Configure the BagIt Profile: Set the BagIt Profile which will be used

     Code Block

     # The Bag Profile setting allows you to select a BagProfile which the RTS # will create and read bags for. The RTS will check the conformance of a # bag to a profile as part of both the packaging and restoration processes. # # See: https://github.com/duraspace/bagit-support/ for more information # # Available Options: aptrust, beyondtherepository # Default: beyondtherepository replicate-bagit.profile = beyondtherepository

     
     

   • Configure the Bag Metadata: Under the replicate-bagit.tag, set appropriate values for additional bag metadata to be packaged with your DSpace AIPs. Each configuration property of this section follows the format of replicate-bagit.tag.tag-filename.metadata-key: metadata-value. See section 2.2.2 of the BagIt specification for more information on bag metadata.
     Note: depending on the BagIt Profile specified there will be different required fields for the bag metadata files, so it is important to know what profile you're working with.

     Code Block
     #### BagIt Bag Metadata Settings #### # These settings allow you to customize the bag-info.txt which # is written by the BagIt packaging tools. By default no fields # are used which will produce Bags which do not conform to any # BagProfiles. replicate-bagit.tag.bag-info.source-organization = dspace replicate-bagit.tag.bag-info.organization-address = localhost

     
     

Storage Options

Where your AIPs will be stored is the next decision to make. There are three options currently available:

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• METS-based AIP Replicate Consumer: This consumer will listen for changes to any DSpace Communities, Collections, Items, Groups, or EPeople.  It should be utilized if you have chosen to use METS-based AIPs. See 81953514 above for more details.

  Code Block

  #### Event System Configuration #### # ADD the "replicate" consumer to the end of the list of 'default.consumers' (This enables the consumer) event.dispatcher.default.consumers = versioning, search, browse, discovery, eperson, harvester, replicate .... # Configure consumer to manage METS AIP content replication event.consumer.replicate.class = org.dspace.ctask.replicate.METSReplicateConsumer event.consumer.replicate.filters = Community|Collection|Item|Group|EPerson+All

  
  

  • In human terms, this configuration essentially means: listen for all changes to Communities, Collections, Items, Groups and EPeople. If a change is detected, run the "METSReplicateConsumer" (which adds that object to the queue).

• BagIt-based AIP Consumer : This consumer will ONLY listen for changes to DSpace Communities, Collections and Items as those are the only types of objects which are stored in BagIt-based AIPs. See 81953514 above for more details

  Code Block

  #### Event System Configuration #### # ADD the "replicate" consumer to the end of the list of 'default.consumers' (This enables the consumer) event.dispatcher.default.consumers = versioning, search, browse, discovery, eperson, harvester, replicate .... # Configure consumer to manage BagIt AIP content replication event.consumer.replicate.class = org.dspace.ctask.replicate.BagItReplicateConsumer event.consumer.replicate.filters = Community|Collection|Item+Install|Modify|Modify_Metadata|Delete

  
  

  • In human terms, this configuration essentially means: listen for any new, modified or deleted Items, Collections and Communities. If you do not care about Community or Collection AIPs, just remove 'Community' or 'Collection' from the list. When one of the specified changes is detected, run the "BagItReplicateConsumer" (which adds that object to the queue).

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