Openray Installation and Setup

Note: unless specified, the latest commercial releases of the following Open Source software projects should be installed including patch levels.
Server Requirements
Operating System: Linux
Application Server: Apache
Scripting Language: PHP
Database: MySQL
Code Repository: SVN
Search Engine: Apache SOLR
Requires Apache Tomcat to be installed
Quick Server Configuration Guideline
A quick overview to install and configure a new server ready for the Joinup platform
Install server requirements as specified above and check working as expected
Install Drupal (must be version 6.x) and check working as expected
Install GDLibraries (required by Joinup)
Install Pear and Log4PHP (required by ADMS)
Run Linux updates to the latest patch levels
Installing Application Components
Download Joinup from https://joinup.ec.europa.eu/svn/joinup/tags/V1.4.4/ into the sites drupal folder
Disconnect server from internet / mail servers / external gateways while the application is being setup and configured
Database setup
Import the database provided into MYSQL
Set the db_url and db_prefix in settings.php for the application to connect to the database
$db_url['default'] = 'mysqli://root:
@localhost/
$db_prefix = '';
Run MYSQL command to update the password from the admin user (uid=1)
Delete from accesslog; cache; watchdog
GRANT SELECT, INSERT, UPDATE, DELETE, CREATE, DROP, INDEX, ALTER,CREATE TEMPORARY TABLES ON .* TO 'root' IDENTIFIED BY
;
Configuring the base application
Run \scripts\clean_database.php and check errors
This should remove files from the default directory as well
Check \default\files directory is clean from user based content
Run cron and check errors
Configure SOLR and test connection to SOLR service
NOTE: do not set the apachesolr_host, port, path in settings.php so they can be set in drupal admin console /admin/settings/apachesolr
Run cron and check errors
Check and configure the Captcha settings
user settings > CAPTCHA
When testing.. if there is an error in registration, remove the 'proxy_server' variable setting in settings.php (was set to 'www-proxy')
The application should be functioning now when not logged on (guest) or as the admin user
Check thoroughly
Flush drupal caches ; internet browser caches ; restart tomcat and apache regularly as changes are made to troubleshoot issues
Add a ‘Home Carousel’ image and an initial news item marked as editors choice and update the SOLR search index
The application Home page so now show the news item and the image
Now run full backups of all components in preparation for thematic / branding adjustments to suite your preferences
Terminology / Branding Alternations
Terminology Changes
Generally the terminology from Joinup as the name of the platform to a new name – such as Openray or Openroad or ShareSA can be done through the Drupal Administration Console – ISA section.
However the term ‘Joinup’ is hardcoded in a number of source files which are not incorporated back into the Joinup code base
NOTE: this was discussed at Joinup workshops in October’13 and position was to leave it as if for the time being.
To fix this:
Create a variable called site_name and set to the required name ie Openray
Go through the following files and where the string ‘Joinup’ is specified, replace with:
variable_get('site_name', 'Joinup')
\sites\all\modules\custom\isa_links\isa_links_menus_datas.inc
\sites\all\modules\custom\isa_links\isa_links_buttons_datas.inc
\sites\all\modules\custom\isa_ml\isa_ml.module
\sites\all\modules\custom\isa_node_form\isa_node_form.module
\sites\all\modules\custom\isa_metrics\isa_metrics.module
\sites\all\modules\custom\isa_og_forum\isa_og_forum.module
\sites\all\modules\custom\isa_toolbox\isa_toolbox.module
\sites\all\modules\custom\isa_og_user_roles\isa_og_user_roles.module
\sites\all\themes\joinup\templates\node\node-asset_release.tpl.php
\sites\all\themes\joinup\includes\template.node.inc
\sites\all\modules\custom\isa_invite_people\isa_invite_people.module
\sites\all\themes\joinup\template.php
\sites\all\themes\joinup\templates\page\page.tpl.php
\sites\all\themes\joinup\templates\page\page-search.tpl.php
\sites\all\themes\joinup\templates\page\maintenance-page.tpl.php
\sites\all\themes\joinup\templates\page\maintenance-page-offline.tpl.php
\sites\all\modules\custom\isa_links\isa_links.module
NOTE: For every new release of Joinup, each of these files need to be checked and the changes made manually.
NOTE: There are some other alternations made to suite the needs of Openray which are not listed here ie moderated communities; SOLR index incorporating changes when editors choice is flagged etc...
Branding Changes
There are a number of images referenced in the source code and located in /sites/all/themes/joinup/images directory that need to be reviewed.
Reference to / images/commission
Contains the logo for the EC
Reference to / images/logo
Contains the logo for Joinup
The images can be placed without a file name change and the application will work OR a new image created and a source code change (ie in template.php) to refer to a new image.
Ie openray.png instead of joinup.png
The footer section of the template page needs to be modified to reference correct Social Media external links
The “Share On this” widget needs to be modified as some as specific to ISA or Joinup
Check permissions on drupal folders / files meet best practise advice - especially .htaccess and settings.php
ADMS can be difficult to initially configure to work
For troubleshooting do not set the base_url in settings.php or ADMS functionality may not work.
If access errors when accessing the application try this command:
'drush dis -y isa_og_user_roles'
configure /etc/php5/apache2/php.ini
recommend change total memory_limit from 256M to minimum 512M (at end of file)
Configure Google Analytics
Notes
Joinup Installation Procedures
The Joinup and SOLR Installation Procedures were used as a guide
Some differences with our setup
We found php 5.3 is required, not 5.2 (page 3)
We do not use Pressflow – just the base Drupal 6.x installation.
We didn’t apply the patches (page 4), we let linux update manager handle this (as per our instructions above)
We do not specify the SOLR_host, port and path in settings.php (page 4), we prefer to configure using the drupal admin functionality
The settings_default.php file referenced on page 4 didnt exist. We have our own. We use a basic settings.php without pressflow configuration / reverse proxy configuration etc...
Administrative Support Tools
WinSCP
Putty
PHPMyAdmin
ExamDiff
WinMerge
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