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Requirements for Primo 4 Installation Version 4.0
Requirements for Primo 4 Installation
Version 4.0
CopyrightExLibrisLimited,2014.Allrightsreserved.Documentreleased:August6,2014
Webaddress:http://www.exlibrisgroup.com
CONFIDENTIAL INFORMATIONTheinformationhereinisthepropertyofExLibrisLtd.oritsaffiliatesandanymisuseorabusewillresultineconomicloss.DONOTCOPYUNLESSYOUHAVEBEENGIVENSPECIFICWRITTENAUTHORIZATIONFROMEXLIBRISLTD.ThisdocumentisprovidedforlimitedandrestrictedpurposesinaccordancewithabindingcontractwithExLibrisLtd.oranaffiliate.Theinformationhereinincludestradesecretsandisconfidential.
DISCLAIMER
Theinformationinthisdocumentwillbesubjecttoperiodicchangeandupdating.Pleaseconfirmthatyouhavethemostcurrentdocumentation.Therearenowarrantiesofanykind,expressorimplied,providedinthisdocumentation,otherthanthoseexpresslyagreeduponintheapplicableExLibriscontract.ThisinformationisprovidedASIS.Unlessotherwiseagreed,ExLibrisshallnotbeliableforanydamagesforuseofthisdocument,including,withoutlimitation,consequential,punitive,indirectordirectdamages.Anyreferencesinthisdocumenttothirdpartymaterial(includingthirdpartyWebsites)areprovidedforconvenienceonlyanddonotinanymannerserveasanendorsementofthatthirdpartymaterialorthoseWebsites.ThethirdpartymaterialsarenotpartofthematerialsforthisExLibrisproductandExLibrishasnoliabilityforsuchmaterials.
TRADEMARKS
ExLibris,theExLibrisbridge,Primo,Aleph,Alephino,Voyager,SFX,MetaLib,Verde,DigiTool,Preservation,Rosetta,URM,ENCompass,EndeavoreZConnect,WebVoyge,CitationServer,LinkFinderandLinkFinderPlus,andothermarksaretrademarksorregisteredtrademarksofExLibrisLtd.oritsaffiliates.TheabsenceofanameorlogointhislistdoesnotconstituteawaiverofanyandallintellectualpropertyrightsthatExLibrisLtd.oritsaffiliateshaveestablishedinanyofitsproducts,features,orservicenamesorlogos.Trademarksofvariousthirdpartyproducts,whichmayincludethefollowing,arereferencedinthisdocumentation.ExLibrisdoesnotclaimanyrightsinthesetrademarks.UseofthesemarksdoesnotimplyendorsementbyExLibrisofthesethirdpartyproducts,orendorsementbythesethirdpartiesofExLibrisproducts.OracleisaregisteredtrademarkofOracleCorporation.UNIXisaregisteredtrademarkintheUnitedStatesandothercountries,licensedexclusivelythroughX/OpenCompanyLtd.Microsoft,theMicrosoftlogo,MS,MSDOS,MicrosoftPowerPoint,VisualBasic,VisualC++,Win32,MicrosoftWindows,theWindowslogo,MicrosoftNotepad,MicrosoftWindowsExplorer,MicrosoftInternetExplorer,andWindowsNTareregisteredtrademarksandActiveXisatrademarkoftheMicrosoftCorporationintheUnitedStatesand/orothercountries.UnicodeandtheUnicodelogoareregisteredtrademarksofUnicode,Inc.GoogleisaregisteredtrademarkofGoogleInc.iPhoneisaregisteredtrademarkofAppleInc.
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Table of ContentsAboutthisGuide ....................................................................................... 5
Chapter1 ServerHardwareandSoftwareRequirements ....................................7ServerRequirements .................................................................................. 7FilesystemandDiskSpaceRequirements............................................... 9BackupandRecoveryMediaandProcedures...................................... 11
Chapter2 ClientHardwareandSoftwareRequirements...................................13Chapter3 CommunicationRequirements .............................................................15
NetworkConfiguration ........................................................................... 15ServerAccess............................................................................................. 16PortsandActivityTypes ......................................................................... 16
Chapter4 InstallationRequirements......................................................................19Chapter5 ResponsibilitiesChecklist .....................................................................21
Requirements for Primo 4 Installation
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Table of Contents
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About this GuideThisdocumentdescribestherequirementsforPrimoinstallationanduse.Beforepurchasingandinstallingthehardwareandoperatingsystem,confirmthehardwareandoperatingsystemrequirementswithyourExLibrisrepresentative.
NOTE:TheserequirementsmaychangebecauseofExLibrisdevelopmentdemands.
Inaddition,youmustfilloutandreturntheRequestforPrimoInstallationformtoExLibris,eitherelectronicallyorviafax,priortoinstallation.
About this Guide
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Requirements for Primo 4 Installation
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Server Hardware and Software Requirements
Server RequirementsInstallPrimoandtheOracledatabaseonadedicatedserverwiththespecificationsdescribedinthetablebelow.NOTE:
IfyouwanttoinstallthePrimoandOracledatabasesonyourAlephorMetaLib/SFXserver,contactyourExLibrisrepresentative.
CAUTION:ReferfirsttotheOperatingSystemRequirementsforRedHatEnterpriseLinux,OperatingSystemRequirementsfortheSunPlatform,andGuidelinesforUsingVirtualEnvironmentsExLibrisProductsdocumentsforbasicanddetailedrequirementsandthenrefertothefollowingrequirementsforinformationthatisspecifictoPrimo.
Foreachofthefollowingoperatingsystemversions,ExLibrisrecommendsthatyouinstallthelatestOSupdatelevel.
Thissectionincludes: ServerRequirementsonpage7 FilesystemandDiskSpaceRequirementsonpage9 BackupandRecoveryMediaandProceduresonpage11
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Chapter 1: Server Hardware and Software RequirementsRequirements for Primo 4 Installation
NOTE:Forlargeprojects,suchasconfiguringtwoormoreservers,configurationsthataremorecomplicatedarenecessary.
ContactyourExLibrisrepresentativetodiscusstheexactproductionserverspecification,includingtherequirednumberofCPUsandRAMasafunctionofthedatabasesizeandthenumberofconcurrentusers.
Table 1. Server Requirements
Specification DescriptionOperatingSystem/Platform
Linux:RedHatAS/ES5.2,6.0,andlaterreleases64bit,CentOS6
NOTE:IfaproblemoccursandthesourceoftheproblemisnotidentifiedonCentOS,bepreparedtoreinstalltheapplicationontheRedHatoperatingsystemtoenableExLibristoisolatetheproblem.
Sun:Solaris1064bitbasedonx86CPUcores 4(minimum)RAM 8GB(minimum)MediaforDataExchange FTPandInternetconnection(seeCommunication
Requirementsonpage6) CDROMdrivefordataandsoftwareexchange(in
caseFTPisnotavailabletemporarily,orifExLibrishasapprovedworkwithoutanInternetconnection)
Database Oracle64bitAdditionalServerSoftware*
*. ExLibriswillinstalltheadditionalserversoftwaretoensurefullcompatibilitywithPrimo.
Cshellpackage(cshortcsh)(aspartoftheoperatingsystem)
LinuxplatformGCC(aspartoftheoperatingsystem)
OracleRDBMSaddonsoftware(installedbyExLibristoensurefullcompatibilitywithPrimo)
Chapter 1: Server Hardware and Software Requirements
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Requirements for Primo 4 Installation
Filesystem and Disk Space RequirementsMounteachphysicaldiskthatPrimowilluseonaseparatefilesystem,andnamethefilesystemsasfollows:/exlibris,/exlibris1,/exlibris2,andsoforth.
Defineafilesystemnamed/exlibriswithaminimumof70GB,andmountitdirectlytotheserver.Thismandatoryfilesystemwillexclusivelyholdallsoftware,configurationtables,andfilesthatExLibriswillinstall.
NOTES: The/exlibrisfilesystemcannotbeasoftorsymboliclinktoany
alternativelynamedfilesystem. The/exlibrisfilesystemontheSearchEngineserver(SE)mustbe
definedonalocaldisk.
YoucaninstallthePrimodatabasefilesandpublishingplatformonanyofthe/exlibrisfilesystems.NOTE:
ThetotalsizeofthedatabasefilesdependsonthenumberofrecordsstoredintheAlephand/orDigiTooldatabases.
ThefollowingtableliststheminimumdiskspacerequirementsnecessaryforrunningandmaintainingPrimosoftwareanddata.
Table 2. Minimum Disk Space Requirements
Primo Software and Data
Minimum Requirement Location
PrimoandOraclesoftware
10GB /exlibris
OracleDBsize 50GBinitial(forupto500,000records)+50KBperBIBrecord
/exlibris
or
/exlibris1,
/exlibris2,
/exlibris3.
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Chapter 1: Server Hardware and Software RequirementsRequirements for Primo 4 Installation
Theaboverequirementsaregeneralguidelinesfordeterminingthediskspacerequirements.DeterminetheexactamountofdiskspacerequirementsinconjunctionwithyourExLibrisrepresentative.Thediskrequirementsspecifiedaboveenablethesupportofthefollowingactivities:
Reorganizationofthedatabase(aspartoftheperiodicmaintenanceofthedatabase)withminimaldowntime
FullreindexingofthedatabasewithminimaldowntimeThediskrequirementsspecifiedabovedoNOTinclude: Systemdiskrequirementsforoperatingsystemoverhead DiskspacenecessaryforrunningOracleinArchiveLogmode(seeBackup
andRecoveryMediaandProceduresonpage4) Diskspacerequirementsforbackupinlargesites(seeBackupandRecovery
MediaandProceduresonpage4) Anytypeofdataredundancy,suchasRAID1,5or0/1solutions Primoupgraderequirements.SeetheRequirementsforUpgradefrom
Primo2toPrimo3documentformoredetails.
Publishingplatform 60GBinitial+60KBperBIBrecord
/exlibris
or
/exlibris1,
/exlibris2,
/exlibris3.
NFSdiskforindexing(relevantwhenPrimoisinstalledonmorethanoneserver)
Atleast20G /primo_indexing
RAM Atleast8GBSwapspace Atleast12GB/tmp Atleast4GB
Table 2. Minimum Disk Space Requirements
Primo Software and Data
Minimum Requirement Location
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Requirements for Primo 4 Installation
NOTE:WhenupgradingyoursystematthepostSTPstage,allocatetwicetheamountofdiskspacefortheupgradeasyouhaveavailableforthecurrentversionanddatabase.
Backup and Recovery Media and ProceduresYouareresponsibleforbackupandrecoveryproceduresandthemediawithwhichyouchoosetoperformtheseprocedures.
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Client Hardware and Software Requirements
SetupallclientWebbasedworkstationstoruntheminimumsupportedversionofanapprovedbrowseronaWindowsoperatingsystem.Hardwarerequirementsareminimalandarebasedonlyontheneedtorunthebrowsersinagivenoperatingsystem.ThefollowingaretheclientPCconfigurationrequirements:
Table 3. PC Configuration Requirements
PC Configuration RequirementsWindowsXP/7/Vista CPU:PentiumIII1GHzMAC Memory:256MB(512MBrecommended)
Disk:10GBBrowsersforFrontEndUI
InternetExplorer8,9,and10forWindows Firefox27.0.1forWindowsandlater Chrome33.0andlater Safari6forMACandlater
NOTE:SincePrimoisbuiltinaccordancewithindustrystandards,itislikelyPrimowillfunctionwellinbrowsersthatareabsentfromthislist.Qualityassuranceandbugfixesareperformedonlyonthelistedbrowsers.
BrowsersforBackOfficeUI
InternetExplorer8,9,and10forWindows Firefox27.0.1forWindows
DisplayResolution 1024x768pixels
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Chapter 2: Client Hardware and Software RequirementsRequirements for Primo 4 Installation
NOTE:IfyouuseCJK,thefontsmaycausethepagestoloadslowly.IfyouareusingonlyLatinfonts,therefore,selectaLatinUnicodefontforbetterperformance.
Miscellaneous NetworkInterfaceCardwithInternet/LANconnection TCP/IPinstalledandconnectiontoservertested Telnetorterminalemulatorclient(administrators
machineonly) FTP(administratorsmachineonly) Mouseorrollerball,oranotherpointingdevice
UnicodeFont AnappropriateUnicodefontonboththePCandbrowser.VerifythattheselectedUnicodefontincludesallcharactersrequired.
Table 3. PC Configuration Requirements
PC Configuration Requirements
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Communication Requirements
Network ConfigurationTheservermusthaveafullyqualifiedhostname(whichincludestheshorthostnameanddomainname)thatisregisteredintheDNS.ThismeansthattheUNIX(shortorlong)hostnamelocallydefinedontheserverviatheUNIXcommandhostnameshouldbepartofthefullyqualifiedname.Forexample,ifthehostnameisprimo1orprimo1.exlibris.com,thefullyqualifiednameisprimo1.exlibris.com.Whenperformingadistributedinstallation,allapplicationserversmusthaveDNSentries.Theservernamemustbedefinedinthe/etc/hostsfile.BoththefullyqualifiednameandtheshorthostnamemustlinktoaphysicalIPaddress(internal).Usethefollowingcommandtoverifythename:
grep `eval hostname` /etc/hostsThiscommandmustreturnavalidentrywithaphysicalIPaddress.TheinternalIPaddresscanbefoundbyusingthefollowingcommandsfortheSunOSandLinuxoperatingsystems: SunOS:
/usr/sbin/ifconfig -a | grep inet | grep -v 127.0.0.1 | awk '{print $2}'
Linux:/sbin/ifconfig -a | grep addr: | grep -v 127.0.0.1 | awk '{print $2}'
Thissectionincludes: NetworkConfigurationonpage15 ServerAccessonpage16 PortsandActivityTypesonpage16
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Chapter 3: Communication RequirementsRequirements for Primo 4 Installation
Thefollowingfiguredisplaysasample/etc/hostsfile.Thefirstactivelineshouldbeconfiguredexactlyasshownforthelocalhost.ThesecondactivelineshouldcontaintheinternalIPaddress,thefullyqualifiedname(hostname+domainname),andtheshortnameandpossiblealiases.
Figure 1: Sample /etc/hosts file
Server AccessSetupaccesstothesystemforExLibrisviatheInternet,withaminimumbandwidthof64K.ExLibrisrequiresaccesstothefollowing:
PrimoserverforinstallationofthePrimosoftware,setup,support,andtroubleshootingduringtheimplementationandmaintenancephases.
Ifafirewallisinstalled,accessshouldbeenabledforExLibrissupportandimplementationviatheIPaddress:212.179.71.70.Inaddition,whererelevant,accessshouldalsobeenabledforIPaddressesofthelocalExLibrisofficeordistributor(fordetails,contactyourExLibrisrepresentativeordistributor).
Ports and Activity TypesVerifythatthefollowingportsareopenandcanbeusedbyPrimo:
# Do not remove the following line, or various programs# that require network functionality will fail.127.0.0.1 localhost.localdomain localhost10.1.222.22 primo1.exlibris.com primo1
Table 4. Port and Activity Types
Port Server Activity Type1521(TCP/IP) DB Providesinternalconnection
betweentheOracledatabaseandtheFE,BE,andSEservers.
1601(HTTP) BE(BackOffice) ProvidesBEaccesstothePrimoserver.
1701(HTTP) FE(FrontEnd) ProvidestheworldFEaccesstothePrimoserver.
8701(HTTP) FE ProvidescommunicationbetweentheFEandSEservers(MDBs).
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Requirements for Primo 4 Installation
IncludeanyportsnecessaryforthecreationofsharedinterfaceswithALEPH,MetaLib,SFX,oranyotherproductswithwhichPrimowillcommunicate.ThenumbersoftheseportsdependonthelocalimplementationofALEPH/MetaLib/SFX.
5000(HTTP) BE,FE,SE(Searchserver) UsedfordebuggingpurposesontheBE,FE,andSEserver.
8991(HTTP) ActivePDSserver(forworld) UsedforrunningthePDSserver.
9501(HTTP) SE UsedforrunningthePrimoSearchserveronallSEservers.
20002025(HTTP) SE ProvidescommunicationbetweentheSEserversandtheFEserver.
5001(HTTP) FE ProvidesSOAPmonitoringofWebservicesbetweenFEandSEservers.
80(HTTP) BE ProvidesBEaccesstoReleaseNotesathttp://exlibrispublic.exlibrisgroup.com.
25 BE,FE,SE Standardportusedfortheoutgoingmailserver;themaildaemonmustbeinstalledandtested.
22 BE,FE,SE StandardportusedforSSHconnectionsbetweenallserversandExLibrislocations.
21 BE,FE,SE StandardportusedforFTPconnectionbetweenallserversandExLibrislocations.
44461 FE ProvidescommunicationbetweenFEandSEmachines.
44571 FE ProvidescommunicationbetweenFEandSEmachines.
3611 FE ProvidescommunicationbetweenFEandBEmachines.
20002050 SE ProvidescommunicationbetweenFEandBEmachines.
Table 4. Port and Activity Types
Port Server Activity Type
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Chapter 3: Communication RequirementsRequirements for Primo 4 Installation
NOTE:CoordinatetheuseofanyotherportswithExLibris.
IfyouhaveanadditionalversionofPrimo(fortestingortrainingpurposes)onyourserver,openadditionalHTTPportsusingthecopynumberinsteadofthelastdigit(number1).Forexample,ifyouhaveoneadditionalversion(copy2),useportnumbers1602,2702,1702,8012,8992,and9502.
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Installation RequirementsInordertologintotheserver,aninitialuserbythenameofexlibriswithaccesstosuorsudoisrequired.Thisusercanbedeletedaftertheinstallation.ExLibrisneedstherootpasswordforthefollowingfunctions: Createthefollowingusers:
PrimowiththegroupIDexlibris OraclewiththegroupIDdba
Enabletheuserslistedabovetocreatedirectoriesandfilesunderthefilesystems:/exlibris,/exlibris1,/exlibris2,andsoon.
InstallPrimoandtheadditionalsoftwarelistedinServerRequirementsonpage7.
AddautomaticactivationofPrimoserversandOracletothemachinesbootprocess.
RebootthemachinetoactivatethechangesmadetothesystemparametersduringtheinstallationprocessandtotesttheautomaticactivationofPrimoandOracle.Therebootwillbecoordinatedwithyou.
Workundercsh.ExLibrisproductsandtheuserslistedaboveworkundercsh.
ThesystemmanagermustbeavailablethroughoutthePrimoinstallation.Thesystemmanagermustdefineanaliasforthehostnamein/etc/hosts.IfOracleisalreadyinstalled,theDBAmustalsobeavailableduringinstallation.Verifythatthefollowingoperationsareavailableforsudo:
Table 5. Installation Operations
Operation DescriptionCreateusersandgroups
useradd groupadd vipw
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Chapter 4: Installation RequirementsRequirements for Primo 4 Installation
Changesystemparameters
SunSolarisservers:/etc/systemfileLinux:/etc/rc.d/rc.localand/etc/security/limits.conffiles
Createdirectoriesandchangepermissions
mkdirchown
Createfiles /etcdirectory(necessaryforautostartupmechanism)
Table 5. Installation Operations
Operation Description
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Responsibilities ChecklistTable 6. Responsibilities Checklist
Chapter Section Purchase and Installation Responsibility
1 ServerHardwareandSoftwareRequirementsServerRequirements(includingGCC)AdditionalServerSoftwareFilesystemandDiskSpaceRequirementsBackupandRecoveryMediaandProcedures
Customer
Customer
ExLibrisCustomer
Customer
2 ClientHardwareandSoftwareRequirements Customer3 CommunicationRequirements Customer4 InstallationRequirementsonpage19 Customer
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Chapter 5: Responsibilities ChecklistRequirements for Primo 4 Installation
Table of ContentsAbout this GuideServer Hardware and Software RequirementsServer RequirementsFilesystem and Disk Space RequirementsBackup and Recovery Media and Procedures
Client Hardware and Software RequirementsCommunication RequirementsNetwork ConfigurationServer AccessPorts and Activity Types
Installation RequirementsResponsibilities Checklist
