Installing CORAL Manually

Notes for Installing CORAL 2.0 Manually

When you first download the code, you will want to place the unzipped 2.0 code in your web server directory.

You will need to configure each module individually.

Depending on whether the module allows you to upload attachments or documents you may also need to chmod 777 some directories:For Licensing – both /licensing/attachments/ and /licensing/documents/ directoriesFor Usage Statistics – both /usage/archive/ and /usage/log/ directoriesFor Resources – /resources/attachments/

Getting Started

Install database tables

Step 1: Create new database schema (recommended name is coral_modulename_prod)

Step 2: Apply the SQL file to your new database. These can typically be found in the /module/install/ directory.

Step 3: Manually add an admin user into User table – this is required for the first person to administer users. If you are going to use the auth module you will need to add the admin user there as well as each other module’s User table.

  • Open your MySQL client
  • Navigate to your database (coral_modulename_prod) and to the User table
  • Insert your LoginID (either the one you’ve already added to the Authentication Module, or your externally authenticated login ID) with a Privilege ID of 1 (equates to admin) and your first and last name, if desired.
  • This is the user who will have access to the Admin page to first administer other users. From the Admin Page, you can designate another user with the admin privilege for that person to also administer users.

Update Configuration.ini files For each module follow these steps. Step 1: Rename /admin/configuration_sample.ini to /admin/configuration.ini

Step 2: Edit the /admin/configuration.ini file under [settings]

Interoperability Flags

  • organizationsModule=
  • authModule=
  • licensingModule=
  • resourcesModule=
  • usageModule=

These switches define whether you have the other CORAL modules installed and would like the interoperability turned on. The switch will also turn on/off the link to other modules (the Change Module drop down menu in the upper right-hand corner). Valid values are Y or N. Interoperability currently occurs between:

  • Resources to Licensing and Organizations
  • Organizations and Licensing (both directions)
  • Usage Statistics to Organizations

Interoperability Database Names

  • organizationsDatabaseName=
  • licensingDatabaseName=
  • etc.

When you have interoperability turned on between Organizations and Licensing database or Organizations and Usage Statistics you must supply the database name (e.g. coral_organizations_prod) for the connection. Also note that the user you connect with must have select, insert, update and delete privileges to this database.

  • [resources only] defaultCurrency=

This will set the currency that is selected by default in the Resource Payment section. Default currency needs to be a valid Code in the Currency tab on the Admin page.

  • [resources only] enableAlerts=

This will turn on the alerting checkbox on the Acquisitions tab on the Resource page for subscription end dates. The days in advance and email addresses can be set in the Alert Settings on the Admin page. Also note this requires a scheduled job, see below on Resources Alerts Scheduling.

  • [resources only] catalogURL=

If you would like to include a link directly into your catalog from the Resource page you can place your URL with the parameter for the System Number at the very end. For example, ours is: “http://alephprod.library.nd.edu/F/?func=direct&doc_number=”

-[resources only] feedbackEmailAddress=

This is the global email address for all workflow notifications - starting, queue entries and completion. Emails for specific steps can be set in the User Group section on Workflow/User Group tab of the Admin page. The feedback email address also shows on the Resource Right Panel. It is optional.

  • [licensing only] useSFXTermsToolFunctionality=

This will turn on/off the SFX tab and Terms Tool Report in the licensing module. Valid values are Y/N.

  • [usage only] reportingModule=

This will turn on/off the reporting link in the usage statistics module. Set to Y if you are using the reporting module add-on (this is a separate install). Valid values are Y/N.

  • [usage only] useOutliers=

This will turn on/off the outlier flagging feature. This feature will calculate abnormal spikes in usage and color code them red, orange or yellow based on the formula defined in the admin tab. Valid values are Y/N.

-[usage only] baseURL=

This will turn on or off a created link within the module to your open URL.

  • remoteAuthVariableName=

This is the server variable used by php to determine the user authorized to log in. For example, we use $HTTP_SERVER_VARS['REMOTE_USER'], $_SERVER['PHP_AUTH_USER'], or $_SERVER['WEBAUTH_USER'] may be other names.

  • [resources only] defaultsort=

Changes the default sort order for the resources. Example: defaultsort=“TRIM(LEADING ‘THE ‘ FROM UPPER(R.titleText)) asc“ It is optional.

Step 3: Under [database]

  • type=mysql currently only MySQL is supported but other database types could be supported if modifications to the generic database classes are made
  • host= MySQL server could be localhost as well
  • name= Database name (e.g. coral_resources_prod)
  • username= recommended to have a single user with select, update, insert, delete access to all CORAL modules
  • password= password for above mentioned user

Step 4: Under [ldap] (optional – not for Licensing Module or Usage Statistics Module) 1. Host=server name 1. Search key =filter parameter used in ldap_search call – for more info refer to http://php.net/manual/en/function.ldap-search.php 1. Base DN=The Base DN for the directory(base_dn parameter used in ldap_search call) 1. First Name Field=Name of the field that LDAP uses for first name – for us it’s “givenname” 1. Last Name Field=Name of the field that LDAP uses for last name – for us it’s “sn”

  1. For security reasons, remove the /install/ directory once the installation is complete
  2. If you are using an external authentication system, you will need to require it in the /coral/[module_name]/.htaccess file
  3. If you are installing more than one module for interoperability you may see errors from either side until both modules are installed.
  4. Join the listserv used for product updates, support, and general discussion by sending an email to listserv@listserv.nd.edu. Leave the subject line blank and include ‘SUBSCRIBE CORAL-ERM Your Name’ in the body; ex. SUBSCRIBE CORAL-ERM John Smith.

CORAL 2.0 Configuration.ini There is one last configuration.ini file that you’ll need to edit. In the root coral directory you will see a /common/ directory. Inside is a configuration_sample.ini file which you will want to copy or rename to configuration.ini

  • [installation_details] has a version = which should be set to "2.0.0"
  • [database] has the same values that you entered for that section in the specific modules
  • each module has it’s own entry like [licensing] with enabled= and installed= flags which can be set to "Y" or "N"

Additional Server Configuration

Resources Alerts Scheduling

The Resources module includes a script called sendAlerts.php that can be run nightly to send out subscription alerts. To set it up via cron job, you will need to invoke php. You need to access the alerts page via curl or wget in order to generate emails with functional links:

0 0 * * * /usr/bin/wget http://YOUR_PATH…/coral/resources/sendAlerts.php

You will also need to verify that enableAlerts is set to Y in /resources/admin/configuration.ini

Note that this will send an email to the feedbackEmailAddress also set in configuration.ini. For temporary testing purposes you may wish to change or remove this email address. The number of days in advance and other email addresses can be modified in the Alert Settings tab of the Admin page.

Additional CORAL Resources customization options

Payment formatting

To change the format of the display of amounts (e.g. use a comma in the place of a period), you can modify the /resources/directory.php file, integer_to_cost() function. The number_format function is a php function – refer to PHP documentation for more information:

http://php.net/manual/en/function.number-format.php

Date formatting

To change the format of the date from the US standard MM/DD/YYYY you can modify the /resources/directory.php file, format_date() function. The date() function is a php function – refer to PHP documentation for more information:

http://php.net/manual/en/function.date.php

The date will need to be convertible by the php strtotime function. For European dates the strtotime function requires dashes be used instead of slashes. Also for the year, be sure to use Y (uppercase) for 4 digit year and y (lowercase) for 2 digit year.

Additionally for date formatting you will need to update a javascript file for the date picker calendar functionality. Be sure this format matches the format you set in directory.php! /resources/js/common.js, line 35:

Date.format = 'mm/dd/yyyy';

or

Date.format = 'dd-mm-yyyy';

Email customization

The templates for the workflow notification and alert emails are located in /admin/emails/

You can modify the text in these as needed, leaving the words inside brackets < > as is – you can change where they appear but leave the format alone.

Upgrades

Upgrades to CORAL will be announced through the CORAL ERM Listserv. If you wish to be added, please consult http://coral-erm.org or email coral-admin@listserv.nd.edu directly.

In general, small upgrades with simple coding changes will not be given their own version numbers. If an institution notifies us about a bug we will let them know directly when the bug fix is available.Versioning will happen when there is a database structure change or configuration file change.

When performing upgrades your configuration file (/admin/configuration.ini) should always be backed up first so that when you check out the new code you are sure to not overwrite it.

After you have checked out the new code through GitHub, there will be a file called UPGRADE_README in the install directory which will detail the database changes and configuration changes incorporated in that version change.

As with the Installation, you have two choices for how to upgrade – either manually or web install.

For the web install, go to /install/update.php and follow the instructions on the screen.

For the manual install, refer to the UPGRADE_README file in the install directory for instructions on how to upgrade – instructions may be different depending on what types of changes are included with the upgrade.

After performing upgrade, be sure to remove your /install/ directory.

New to PHP?

If your institution is new to the PHP/MySQL setup, installation may be a bit more tricky.

First off, make sure that you’re both installing php with the -with-mysql option and installing the phpmysql package. To verify that php and mysql are installed and working correctly, you can make a test php script with only the following:

test.php contents:

<?php phpinfo(); ?>

To debug issues with authentication you can override authentication in the /coral/modulename/user.php script.

You may also wish to change the error reporting level in php.ini if you are getting blank pages in the install or with the CORAL pages themselves.

Possible issues during installation (or - things to verify if CORAL is not working at this point)

Verify you’re running PHP 5

Verify your database user can connect to the MySQL database and that all tables were created properly

If your login isn’t working, verify that you have required your authentication service in the .htaccess file.You should be prompted with your institutions default login screen before getting to the CORAL screens.

If you’re not sure what your remoteAuthVariableName, you can try the following: Create a file called test.php on your web server with the following line:<?php phpinfo(); ?>Then, bring this up in your web browser. Search for your login ID and it should display the server variable in the lefthand column.

If interoperability isn’t working (you’ll know it’s not working when you get red errors), verify that you have the database setting and that your database user can connect to that database. Also, be sure to complete installation of both modules involved.

If your remote user auth variable isn’t working, verify that you have register_globals = On