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ArchivesSpace technical documentation | ||
====================================== | ||
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||
* [Basic administration](./administration) | ||
* [Getting started](./administration/getting_started.md) | ||
* [Running ArchivesSpace as a Unix daemon](./administration/unix_daemon.md) | ||
* [Running ArchivesSpace as a Windows service](./administration/windows.md) | ||
* [Backup and recovery](./administration/backup.md) | ||
* [Re-creating indexes](./administration/indexes.md) | ||
* [Resetting passwords](./administration/passwords.md) | ||
* [Upgrading](./administration/upgrading.md) | ||
* [Architecture and components](./architecture) | ||
* [JSONModel -- a validated ArchivesSpace record](./architecture/jsonmodel.md) | ||
* [The ArchivesSpace backend](./architecture/backend.md) | ||
* [Background Jobs](./architecture/background_jobs.md) | ||
* [Working with the ArchivesSpace API](./architecture/api.md) | ||
* [Search indexing](./architecture/search.md) | ||
* [The ArchivesSpace public user interface](./architecture/public.md) | ||
* [OAI-PMH interface](./architecture/oai-pmh.md) | ||
* [Customization and configuration](./customization) | ||
* [Configuring ArchivesSpace](./customization/configuration.md) | ||
* [Adding support for additional username/password-based authentication backends](./customization/authentication.md) | ||
* [Configuring LDAP authentication](./customization/ldap.md) | ||
* [ArchivesSpace Plug-ins](./customization/plugins.md) | ||
* [Customizing text in ArchivesSpace](./customization/locales.md) | ||
* [Theming ArchivesSpace](./customization/theming.md) | ||
* [Managing frontend assets with Bower](./customization/bower.md) | ||
* [Provisioning and server configuration](./provisioning) | ||
* [Running ArchivesSpace with load balancing and multiple tenants](./provisioning/clustering.md) | ||
* [Serving ArchivesSpace user-facing applications over HTTPS](./provisioning/https.md) | ||
* [JMeter Test Group Template](./provisioning/jmeter.md) | ||
* [Running ArchivesSpace against MySQL](./provisioning/mysql.md) | ||
* [Application monitoring with New Relic](./provisioning/newrelic.md) | ||
* [Running ArchivesSpace under a prefix](./provisioning/prefix.md) | ||
* [Running ArchivesSpace with external Solr](./provisioning/solr.md) | ||
* [Tuning ArchivesSpace](./provisioning/tuning.md) | ||
* [Information for developers and code contributors](./development) | ||
* [ArchivesSpace build system](./development/build.md) | ||
* [Building an ArchivesSpace release](./development/release.md) | ||
* [Selenium test suite](./development/selenium.md) | ||
* [Using Supervisord for development](./development/supervisord.md) | ||
* [Contributor license agreements](./development/license_agreements.md) | ||
* [Importing and exporting data in ArchivesSpace](./import_export) | ||
* [ArchivesSpace repository EAD Exporter](./import_export/ead_exporter.md) | ||
* [ArchivesSpace XSL stylesheets](./import_export/xsl_stylesheets) |
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Basic ArchivesSpace administration | ||
=================================== | ||
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||
* [Getting started](./getting_started.md) | ||
* [Running ArchivesSpace as a Unix daemon](./unix_daemon.md) | ||
* [Running ArchivesSpace as a Windows service](./windows.md) | ||
* [Backup and recovery](./backup.md) | ||
* [Re-creating indexes](./indexes.md) | ||
* [Resetting passwords](./passwords.md) | ||
* [Upgrading](./upgrading.md) |
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Backup and recovery | ||
==================== | ||
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# Creating backups using the provided script | ||
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ArchivesSpace provides some simple scripts for backing up a single | ||
instance to a `.zip` file. You can run: | ||
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scripts/backup.sh --output /path/to/backup-yyyymmdd.zip | ||
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and the script will generate a file containing: | ||
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* A snapshot of the demo database (if you're using the demo | ||
database) | ||
* A snapshot of the Solr index and related indexer files | ||
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If you are running against MySQL and have `mysqldump` installed, you | ||
can also provide the `--mysqldump` option. This will read the | ||
database settings from your configuration file and add a dump of your | ||
MySQL database to the resulting `.zip` file. | ||
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# Managing your own backups | ||
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If you want more control over your backups, you can develop your own | ||
scripts. ArchivesSpace stores all persistent data in the database, so | ||
as long as you have backups of your database then you can always | ||
recover. | ||
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If you are running MySQL, the `mysqldump` utility can dump the database | ||
schema and data to a file. It's a good idea to run this with the | ||
`--single-transaction` option to avoid locking your database tables | ||
while your backups run. It is also essential to use the `--routines` | ||
flag, which will include functions and stored procedures in the | ||
backup (which ArchivesSpace uses at least for reports). | ||
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If you are running with the demo database, you can create periodic | ||
database snapshots using the following configuration settings: | ||
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# In this example, we create a snapshot at 4am each day and keep | ||
# 7 days' worth of backups | ||
# | ||
# Database snapshots are written to 'data/demo_db_backups' by | ||
# default. | ||
AppConfig[:demo_db_backup_schedule] = "0 4 \* \* \*" | ||
AppConfig[:demo\_db\_backup\_number\_to\_keep] = 7 | ||
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Solr indexes can always be recreated from the contents of the | ||
database, but backing them up can reduce your recovery time if | ||
disaster strikes. You can create periodic Solr snapshots using the | ||
following configuration settings: | ||
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# Create one snapshot per hour and keep only one. | ||
# | ||
# Solr snapshots are written to 'data/solr_backups' by default. | ||
AppConfig[:solr_backup_schedule] = "0 \* \* \* \*" | ||
AppConfig[:solr\_backup\_number\_to\_keep] = 1 | ||
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# Recovering from backup | ||
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When recovering an ArchivesSpace installation from backup, you will | ||
need to restore: | ||
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* Your database (either the demo database or MySQL) | ||
* The search indexes and related indexer files | ||
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Of the two, the database backup is the most crucial--search indexes | ||
are worth restoring if you have backups, but they can be recreated | ||
from scratch if necessary. | ||
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## Recovering your database | ||
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If you are using MySQL, recovering your database just requires loading | ||
your `mysqldump` backup into an empty database. If you are using the | ||
`scripts/backup.sh` script (described above), this dump file is named | ||
`mysqldump.sql` in your backup `.zip` file. | ||
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To load a MySQL dump file, follow the directions in *Set up your MySQL | ||
database* to create an empty database with the appropriate | ||
permissions. Then, populate the database from your backup file using | ||
the MySQL client: | ||
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`mysql -uas -p archivesspace < mysqldump.sql`, where | ||
`as` is the user name | ||
`archivesspace` is the database name | ||
`mysqldump.sql` is the mysqldump filename | ||
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You will be prompted for the password of the user. | ||
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If you are using the demo database, your backup `.zip` file will | ||
contain a directory called `demo_db_backups`. Each subdirectory of | ||
`demo_db_backups` contains a backup of the demo database. To | ||
restore from a backup, copy its `archivesspace_demo_db` directory back | ||
to your ArchivesSpace data directory. For example: | ||
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cp -a /unpacked/zip/demo_db_backups/demo_db_backup_1373323208_25926/archivesspace_demo_db \ | ||
/path/to/archivesspace/data/ | ||
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## Recovering the search indexes and related indexer files | ||
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This step is optional since indexes can be rebuilt from the contents | ||
of the database. However, recovering your search indexes can reduce | ||
the time needed to get your system running again. | ||
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The backup `.zip` file contains two directories used by the | ||
ArchivesSpace indexer: | ||
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* solr.backup-[timestamp]/snapshot.[timestamp] -- a snapshot of the | ||
index files. | ||
* solr.backup-[timestamp]/indexer_state -- the files used by the | ||
indexer to remember what it last indexed. | ||
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To restore these directories from backup: | ||
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* Copy your index snapshot to `/path/to/archivesspace/data/solr_index/index` | ||
* Copy your indexer_state backup to `/path/to/archivesspace/data/indexer_state` | ||
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For example: | ||
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mkdir -p /path/to/archivesspace/data/solr_index | ||
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cp -a /unpacked/zip/solr.backup-26475-1373323208/snapshot.20130709084008464 \ | ||
/path/to/archivesspace/data/solr_index/index | ||
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cp -a /unpacked/zip/solr.backup-26475-1373323208/indexer_state \ | ||
/path/to/archivesspace/data/ | ||
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## Checking your search indexes | ||
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ArchivesSpace ships with a script that can run Lucene's CheckIndex | ||
tool for you, verifying that a given Solr index is free from | ||
corruption. To test an index, run the following command from your | ||
`archivesspace` directory: | ||
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# Or scripts/checkindex.bat for Windows | ||
scripts/checkindex.sh data/solr_index/index | ||
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You can use the same script to check that your Solr backups are valid: | ||
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scripts/checkindex.sh /unpacked/zip/solr.backup-26475-1373323208/snapshot.20130709084008464 |
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Getting started with ArchivesSpace | ||
=================================== | ||
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# System requirements | ||
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* Java 1.7 or 1.8. | ||
* At least 1024 MB RAM allocated to the application; at least 2 GB for optimal performance. | ||
* A [supported browser](https://archivesspace.atlassian.net/wiki/display/ADC/Supported+Browsers) | ||
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ArchivesSpace has been tested on Ubuntu Linux, Mac OS X, and | ||
Windows. | ||
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MySQL is not required, but is **strongly** recommended for production use. | ||
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**The embedded database is for testing purposes only. You should use MySQL for | ||
any data intended for production, including data in a test instance that you | ||
intend to move over to a production instance.** | ||
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# Getting started | ||
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The quickest way to get ArchivesSpace up and running is to download | ||
the latest distribution `.zip` file from the following URL: | ||
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https://github.com/archivesspace/archivesspace/releases | ||
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You will need to have Java 1.6 (or newer) installed on your machine. | ||
You can check your Java version by running the command: | ||
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java -version | ||
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When you extract the `.zip` file, it will create a directory called | ||
`archivesspace`. To run the system, just execute the appropriate | ||
startup script for your platform. On Linux and OSX: | ||
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cd /path/to/archivesspace | ||
./archivesspace.sh | ||
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and for Windows: | ||
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cd \path\to\archivesspace | ||
archivesspace.bat | ||
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This will start ArchivesSpace running in foreground mode (so it will | ||
shut down when you close your terminal window). Log output will be | ||
written to the file `logs/archivesspace.out` (by default). | ||
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**Note:** If you're running Windows and you get an error message like | ||
`unable to resolve type 'size_t'` or `no such file to load -- bundler`, | ||
make sure that there are no spaces in any part of the path name in which the | ||
ArchivesSpace directory is located. | ||
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## Start ArchivesSpace | ||
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The first time it starts, the system will take a minute or so to start | ||
up. Once it is ready, confirm that ArchivesSpace is running correctly by | ||
accessing the following URLs in your browser: | ||
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- http://localhost:8089/ -- the backend | ||
- http://localhost:8080/ -- the staff interface | ||
- http://localhost:8081/ -- the public interface | ||
- http://localhost:8082/ -- the OAI-PMH server | ||
- http://localhost:8090/ -- the Solr admin console | ||
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To start using the Staff interface application, log in using the adminstrator | ||
account: | ||
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* Username: `admin` | ||
* Password: `admin` | ||
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Then, you can create a new repository by selecting "System" -> "Manage | ||
repositories" at the top right hand side of the screen. From the | ||
"System" menu, you can perform a variety of administrative tasks, such | ||
as creating and modifying user accounts. **Be sure to change the | ||
"admin" user's password at this time.** |
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Re-creating indexes | ||
==================== | ||
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ArchivesSpace keeps track of what has been indexed by using the files | ||
under `data/indexer_state`. If these files are missing, the indexer | ||
assumes that nothing has been indexed and reindexes everything. | ||
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To force ArchivesSpace to reindex all records, just delete the | ||
directory `/path/to/archivesspace/data/indexer_state`. Since the | ||
indexing process is cumulative, there's no harm in indexing the same | ||
document multiple times. |
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Resetting passwords | ||
==================== | ||
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Under the `scripts` directory you will find a script that lets you | ||
reset a user's password. You can invoke it as: | ||
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scripts/password-reset.sh theusername newpassword # or password-reset.bat under Windows | ||
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If you are running against MySQL, you can use this command to set a | ||
password while the system is running. If you are running against the | ||
demo database, you will need to shutdown ArchivesSpace before running | ||
this script. |
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Running ArchivesSpace as a Unix daemon | ||
======================================== | ||
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The `archivesspace.sh` startup script doubles as an init script. If | ||
you run: | ||
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archivesspace.sh start | ||
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ArchivesSpace will run in the background as a daemon (logging to | ||
`logs/archivesspace.out` by default, as before). You can shut it down with: | ||
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archivesspace.sh stop | ||
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You can even install it as a system-wide init script by creating a | ||
symbolic link: | ||
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cd /etc/init.d | ||
ln -s /path/to/your/archivesspace/archivesspace.sh archivesspace | ||
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Then use the appropriate tool for your distribution to set up the | ||
run-level symbolic links (such as `chkconfig` for RedHat or | ||
`update-rc.d` for Debian-based distributions). | ||
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Note that you may want to edit archivesspace.sh to set the account | ||
that the system runs under, JVM options, and so on. |
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