The following describes how to install an SRB Metadata Catalog (MCAT), i.e. an MCAT-enabled SRB server.
See Databases for background information on the MCAT, how it interacts with database systems, and how to set up the environment for the SRB server to interact with the MCAT database.
If you are using Postgres on Linux, Mac OS X, or Solaris, this entire procedure can be done for you automatically via the install.pl perl script. We recommend you use install.pl, especially if you want to do a basic stand-alone installation. There are many steps, and this script simplifies the procedure considerably. See the beginning of the script for documentation; you will need to set a few parameters by editing the script.
For SRB 3.0 (SRB Zones, the Federated MCAT), some additional steps are needed to set up local and remote zones, and syncronize MCAT information between them. These are described in the Zones writeup (see especially the last section 3.0). The SRB current install.pl script will handle this setup for you, if you'd like to set up a couple MCATs/Zones for testing and experimentation. We recommend this as a safe and efficient way to understand how Zones work. See Zones Testing.
In the following, we assume that there is a database called MCAT installed on either DB2, ORACLE, PostgreSQL, or Sybase (see Build and the mk.config file for more information). Also, the user-id installing SRB and MCAT must have privileges for the creation of objects in the database. (See Databases for how to check this. For Postgres also see below and the Postgres installation documentation.)
The database should have roll-forward-recovery set and backups done so as to enable recovery from crashes. If you give another name for the database, please refer to section on MCAT CONFIGURATION.
Starting with SRB 2.0.0, Postgres (PostgreSQL) can now be used to host an MCAT database. Postgres is open source and is relatively easy to install and operate, so for simple tests and experimentation with the SRB, it may be preferred (unless you have ready access to a managed Oracle or DB2 system).
If you are building on Mac OS X, you may need to alias gmake to make in your .cshrc file:
alias gmake make
since the SRB makefiles run 'gmake'. On the Macs, make is gmake.
If you are using older versions of Postgres, such as version 7.2.2 or 7.2.3, ODBC is included, but more recent versions such as 7.3.3 (spring 2003) have a separate release of ODBC, such as psqlodbc-07.03.0100.
For this separate psqlodbc release, copy the unpacked files into your postgres source directory: src/interfaces/odbc. You'll need to mkdir the odbc part.
When you configure Postgres, include --enable-odbc and probably --without-readline, for example:
% ./configure --prefix=/scratch/slocal/pgsql --enable-odbc --without-readline
--without-readline is needed for the separate ODBC if you don't have the readline package installed (whatever that is).
You will need to copy Postgres include files iodbc.h isql.h isqlext.h into the Postgres install include directory before building the srb/mcat software, for example: % cd postgresql-7.3.3/src/interfaces/odbc % cp iodbc.h isql.h isqlext.h /scratch/slocal/pgsql/include/
- Begin separate-ODBC additional steps (recent Postgres)
For the separate ODBC versions, in addition to configure, gmake, and gmake install at the top level, you will also need to configure and gmake after you cd to src/interfaces/odbc. For example: % cd src/interfaces/odbc % ./configure --prefix=/Users/schroeder/srb/postgres % gmake
For Linux, you should include --enable-static on the configure line to create static libraries. For example: % ./configure --prefix=/Users/schroeder/srb/postgres --enable-static
On the Mac OS X, this doesn't seem to work right so you need to create the static libraries by hand: % cd src/interfaces/odbc % cp psqlodbc.lo psqlodbc.o # avoid missing _globals % libtool -o libpsqlodbc.a *.o % cp libpsqlodbc.a /Users/schroede/postgres/lib % cd /Users/schroede/postgres/lib % ranlib libpsqlodbc.a
The Linux, the ODBC build has a different (odd) problem, in that it creates a file psqlodbc.a instead of libpsqlodbc.a. The workaround here is to just copy it after you install it. % cp psqlodbc.a libpsqlodbc.a
- End separate-ODBC
Before you run srb/mcat software that accesses Postgres (either interactively while installing or when the srb server is started), you need to adjust PATH to include the postgres bin directory, adjust LD_LIBRARY_PATH to include the postgres library directory, and perhaps define a PGDATA environment variable to refer to the postgres directory. (PGDATA is part of Postgres; if defined you don't need to specify the data directory on command lines.) It is convenient to put this in a file and source it. For example:
set path=($path /scratch/slocal/pgsql/bin) setenv LD_LIBRARY_PATH /scratch/slocal/pgsql/lib setenv PGDATA /scratch/slocal/pgsql/data
You also need a .odbc.ini file in the home directory with a few settings including the name of the host running the postgres server, the database name, and username. For example:
% more ~/.odbc.ini [PostgreSQL] Debug=0 CommLog=1 Servername=testbrick.sdsc.edu Database=mcat Username=schroede
Before starting up postmaster (the postgres server), modify data/pg_hba.conf (for example /scratch/slocal/pgsql/data/pg_hba.conf) to allow the local host to have tcp/ip access to the database. Use nslookup to find the IP address of your SRB host and add it to the file. The line is host all xxx.yyy.zzz.aaa 255.255.255.255 trust For example, for a host with IP 18.104.22.168: host all 22.214.171.124 255.255.255.255 trust For newer versions for Postgres (7.3.3) there is another field so now the form is: host all all xxx.yyy.zzz.aaa 255.255.255.255 trust See the lines at the end of the pg_hba.conf file.
When you run postmaster (the postgres server), include the -i option to enable tcp/ip, for example: % ./postmaster -D /scratch/slocal/pgsql/data -i
% ./pg_ctl start -o '-i' -l /tmp/mypgsql.log
The MdasConfig needs to have postgres as the MDASDBTYPE and PostgreSQL as the MDASDBNAME (the actual database name that you chose (createdb Name) is in the .odbc.ini file). You can use MdasConfig.psg as a template. An example MdasConfig for Postgres is: % more MdasConfig MDASDBTYPE postgres MDASDBNAME PostgreSQL MDASINSERTSFILE /scratch/slocal/srb2_0f/data/mdas_inserts METADATA_FKREL_FILE metadata.fkrel DB2USER schroede DB2LOGFILE /scratch/slocal/Install_f/data/pgsql.log DBHOME /scratch/slocal/pgsql/data
In the following discussion SRBDIR stands for the directory in which the SRB software package has been unpacked for building (i.e. up one level from where this file is).
1) Before building and installing MCAT software, you should build the client and server software at the top level (SRBDIR). See the README.build document for a description of this general SRB build procedure. As part of that SRB build, if you are running an MCAT-enabled SRB, you will select the MCAT DBMS system (oracle, DB2, or postgres) and version. You will also need to enable Javagui (build the Java components) and specify the jdk home (see README.MCAT.ADMIN).
(On Mac OS X, the Javagui currently does not build due to differences in how java is installed there, so skip the --enable--javagui and --enable-jdkhome and see a later section on the command-line admin.)
For example (for Oracle): ./configure --enable-oraver=815 --enable-oraconn=TNS --enable-oramcat --enable-mcatver=20 --enable-orahome=/usr/local/apps/oracle --enable-javagui --enable-jdkhome=/usr/local/apps/jdk1.4.1
Or for Postgres: ./configure --enable-psgmcat --enable-psghome=/scratch/slocal/pgsql --enable-installdir=/scratch/slocal/SRB_Install --enable-javagui --enable-jdkhome=/usr/local/apps/jdk1.4.1
followed by: gmake
Or ('gmake clean' and 'gmake' or 'gmake all')
2) 'cd data' (SRBDIR/data, not SRBDIR/MCAT/data) and update the following files:
hostConfig mcatHost MdasConfig
There are comments within these describing the needed fields.
See a later section of this document for more on MdasConfig.
(In 2.0.0 metadata.fkrel and MdasConfig in SRBDIR/MCAT/data/ no longer need to be checked; they will always match what is in SRBDIR/data because configure creates the SRBDIR/MCAT/data files as softlinks into SRBDIR/data.)
3) cd ../MCAT/data (i.e. SRBDIR/MCAT/data)
There are scripts and input files for the supported DBMSs: Oracle (*.ora), DB2 (*.db2), and Postgres (*.psg). In the example below, we use ora but substitute the DB type you are using.
Oracle: sqlplus user/pass@DBName @catalog.install.ora >& myinstall.results.ora (This runs sqlplus taking the input commands from catalog.install.ora)
Or Postgres: psql mcatTest < catalog.install.psg > & myinstall.results.psg
diff myinstall.results.ora install.results.ora
diff myinstall.results.psg install.results.psg Make sure the differences were explainable.
(There are scripts, such as installmcat.ora, that performs step 3 and some of 4 but we recommend doing them as separate steps as described here.)
4) cd .. (to be in SRBDIR/MCAT)
gmake (to build the MCAT utilities and test programs)
cd bin (i.e SRBDIR/MCAT/bin; or else add this bin directory to your path) ../data/test.catalog >& ../data/mytest.results.ora
cd ../data diff mytest.results.ora test.results.ora Make sure the differences are explainable.
There is no test.results.psg file as Postgres results should be the same as Oracle. So: diff mytest.results.psg test.results.ora
Error messages in the results file are normal parts of this test. In fact, the tests are designed to see that correct errors are returned when appropriate. So you can't just look through the results file for errors, but instead must compare it with the provided reference file.
To convert error codes to descriptions, use Serror. For example, to explain error code -3219:
% ../../utilities/bin/Serror -3219 DATA_SUBCOLLECTION_NOT_UNIQUE: DATA_SUBCOLLECTION_NOT_UNIQUE
So this means that, most likely, one is attempting to insert an item into the database that already exists.
If the first command fails (test_srb_mdas_create_user), and all commands fail, then there is probably a basic communication problem with the DBMS. Most likely, the MdasConfig file has a problem; recheck it to make sure it is configured for your database, your user id for the database, etc. Recheck the above setup descriptions and README.databases.
Note that you cannot run this script twice and get correct results (unless all commands fail), as some items (such as users) are created and not deleted. If there are problems at this point, you may want to remove the database and reinstall it when you are ready to try again (see uninstalling the MCAT database, below). For Postgres it is easiest to just drop the database and create it again (dropdb and createdb).
Also, you may notice 14 or so "unexpected EOF" debug messages in the DBMS server logs, but these are normal and can be ignored. The test programs, in some cases, exit without closing the connection
5) Create a privileged SRB account using the pre-defined 'srb' user:
Choose a domain name for your SRB system (YOURDOMAIN below), an Admin user name for your domain (YOUR_ADMIN_NAME), and a password for the admin account (A_PASSWD).
Then set up environment variables with for the user 'srb': % setenv srbUser srb % setenv srbAuth CANDO % setenv mdasDomainName sdsc
And create your domain: % bin/ingestToken Domain YOURDOMAIN gen-lvl4 (gen-lvl4 is a pre-defined token that can be used as the parent.)
And then create the admin user account: % bin/ingestUser YOUR_ADMIN_NAME A_PASSWD YOURDOMAIN sysadmin
And unset the environment variables: % unsetenv srbUser srbAuth mdasDomainName
(It would also be possible to create this account with the Srb Admin Tool, but the above is easier, since you would then have to start the SRB server, and then restart it after creating and changing to the admin user.)
6) Update the SRB user's authentication settings.
Using the username and password for the sysadmin account you have just created in step 5, update the ~/.srb/.MdasEnv and ~/.srb/.MdasAuth files for the Unix user under which the SRB server will run.
7) Install and run the SRB server
See the README.INSTALL file, but basically:
cd back to the top level of your source tree (SRBDIR) and: gmake install
cd to the install directory/bin. Then:
(If you are running the srb on an alternative port, configure now updates the srb.h include file to set it, so nothing else is needed.)
8) Use the SRB Admin Tool to complete the setup
Once the SRB server starts up OK, use the Srb Admin Tool (SAT) to change the password of the user 'srb' (the bootstrap admin user). After that, use the SAT to create resources, add users and groups, etc. See readme.dir/README.MCAT.ADMIN.
8b) If you have trouble with Java (OS X, for example), you can use the command line tools for admin (like ingestToken ingestUser above). Creating a local resource so you can Sput, it is fairly straight forward.
You'll need to create a storage directory, into which the data will be stored. We used /scratch/slocal/srb/srbVault/ in the following example.
First you need to create a "location", which describes your server that will handle the resource:
% bin/ingestLocation 'YOURHOST' 'YOURHOST.INTERET.DOMAIN:NULL:NULL' 'level4' YOUR_ADMIN_NAME YOURDOMAIN
% bin/ingestLocation 'miner' 'miner.sdsc.edu:NULL:NULL' 'level4' srb sdsc
Then you create the resource:
% bin/ingestResource 'resource name' 'unix file system' 'YOURHOST' '/fullpath/?USER.?DOMAIN/?SPLITPATH/?PATH?DATANAME.?RANDOM.?TIMESEC' permanent 0
% bin/ingestResource 'ux-miner' 'unix file system' 'miner' '/scratch/slocal/srb/srbVault/?USER.?DOMAIN/?SPLITPATH/?PATH?DATANAME.?RANDOM.?TIMESEC' permanent 0
The above Variables are used by the SRB when creating files in the storage directory, and the above example is a standard way to do it. Sput a file and explore the storage directory to see how it works.
Uninstalling the MCAT database.
Normally, you would never want to uninstall the MCAT database; particularly once users, resources and data are making use of the system. But for testing, one may want to. This is essentially the reverse of step 3. Instead of installing the MCAT tables into the database we are removing them.
uninstallmcat.ora is an example. The key line is to run sqlplus taking the input from data/catalog.cleanup.ora. The catalog.cleanup.ora contains a list of sql commands to remove the MCAT tables. So to remove MCAT, run that command line with the catalog.cleanup.ora (or .db2 or .psg) file for your database system. For example:
sqlplus dbadminuser/passwd @data/catalog.cleanup.ora
For Postgres it is easiest to just drop the database and create it again (dropdb and createdb).
MCAT CONFIGURATION (MdasConfig file)
The file MdasConfig holds all the system-level details tailoring each sites MCAT installation. The file contains the following information:
MDASDBTYPE <database-type> MDASSCHEMENAME <schema-name> MDASDBNAME <database-name> MDASINSERTSFILE <insertion-log-file-name> METADATA_FKREL_FILE <schema-semantics-file> DB2INSTANCE <database-instance-name> DB2PASSWORD <owner-password> DB2USER <owner-name> DB2LOGFILE <log-file-name> DBHOME <database-home-directory>
<database-type> can be either db2, oracle, or postgres
<schema-name> If your Oracle or db2 schema is "MCAT" then the value should be 'MCAT.'. Note that a period (.) is needed at the end of the value. Sometimes this is the same as the schema administrator name '<srbadminuser-name>.'. This line ('MDASSCHEMENAME <schema-name>') is not used for postgres but then appears in the .odbc.ini file (see above).
<database-name> mcat or other name that you want to give the catalog database.
<database-instance-name> instance name if needed can be null if not needed
<owner-name> <srbadminuser-name> creating and using MCAT <owner-password> password of above. A few systems allow null passsword and use Unix-authentication. if password is given here make sure that the file is not readable by others.
<database-home-directory> home directory of the database
<schema-semantics-file> set to 'metadata.fkrel'
<insertion-log-file-name> file for logging insertions and updates. can be /dev/null
<log-file-name> file for logging database error messages. Recommened to be in $(SRBDIR)/MCAT/data for the MCAT installation copy and $(SRBDIR)/data for the SRB system copy.
For both DB2, Oracle, and Postgres, the user and passwords are in the fields: DB2PASSWORD and DB2USER. DB2INSTANCE is just for DB2 databases.
See Databases for Oracle and Postgres examples.