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The Replication Task Suite is a DSpace Add-On which provides a set of curation system tasks to assist in performing replication (backup/restore/audit) of DSpace contents to other locations. The DSpace content is packaged in containers known as AIPs (OAIS speak: 'archival information packages'). By default, AIPs are generated in the default DSpace AIP Format (the same format used by the AIP Backup and Restore tool). If desired, there is an option to generate BagIt-based AIPs instead of using the default DSpace AIP format.

This Add-On also integrates DSpace with DuraCloud for users that wish to easily back up their content into DuraCloud directly from their DSpace administrative interface.

Installation

Supported Java Versions

• Replication Task Suite with DuraCloud backend: requires Java 7 be installed on your DSpace server, as the DuraCloud Java API requires Java 7.
• Replication Task Suite (standalone): may be used with either Java 6 or Java 7 on your DSpace server.

Supported DSpace Versions

The Replication Task Suite currently supports the following versions of DSpace software:

Installation instructions for each version are included below:

• Installation on DSpace 3.x
• Installation on DSpace 1.8.x

User Interface Compatibility Notes

As the Replication Suite is just a suite of Curation System tasks, it may be called (like any Curation Tasks) from the following locations:

• From the Command Line
• From the Admin UI (XMLUI Only)
• From Item Approval Workflow
• From custom Java code

For more information see the Curation System details on Task Invocation.

Installation on DSpace 3.x

1. In your DSpace Source directory ([dspace-src]), you will need to modify the following POM file:
   

   • [dspace-src]/dspace/modules/additions/pom.xml (This POM will ensure that the "dspace-replicate" dependency is made available to commandline and ALL DSpace interfaces)

2. For this pom.xml file, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag).

   Code Block
   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>3.1</version> </dependency> </dependencies>

3. Once you've finished modifying both pom.xml files, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

4. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.
   
   1. You may wish to ensure these configurations exist in your [dspace-src]/dspace/config/ directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).

5. You will need to update your existing DSpace 3.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

Installation on DSpace 1.8.x

1. In your DSpace Source directory ([dspace-src]), you will modify two Maven pom.xml files:
   
   • [dspace-src]/dspace/pom.xml (This POM controls dependencies of CommandLine scripts. Modifying it will let you run dspace-replicate from commandline)

   • [dspace-src]/dspace/modules/xmlui/pom.xml (This POM controls dependencies of XMLUI. Modifying it will let you run dspace-replicate from XMLUI)

2. For each of these pom.xml files, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag).

   Code Block
   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>1.1</version> </dependency> </dependencies>

3. Once you've finished modifying both pom.xml files, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

4. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.
   
   1. You may wish to ensure these configurations exist in your [dspace-src]/dspace/config/ directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).

5. You will need to update your existing DSpace 1.8.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

Upgrades

Upgrading the Replication Task Suite to a new version essentially involves a reinstallation of the add-on.

Follow the latest installation instructions, based on the version of DSpace you are running:

• Installation on DSpace 3.x
• Installation on DSpace 1.8.x

Once you have reinstalled the Replication Task Suite, you should compare your existing configurations with the latest Replication Task Suite configurations.  In most cases, your existing configurations should function perfectly, but you should review the differences just in case.

Configuration

Configuration of the Replication Task Suite is based entirely on your local institution's backup, restore and preservation needs.

Enabling Replication Task Suite

In order to enable the Replication Task Suite, you need to create / edit several configuration files.

1. A copy of all configuration files utilized by the Replication Task Suite (RTS) can be found in the following locations:
   
   1. Configs for RTS version 1.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-1_x/config/modules
   2. Configs for RTS version 3.x : https://github.com/DSpace/dspace-replicate/tree/master/config/modules
2. Copy the following configuration files to your DSpace's [dspace]/config/modules/ directory:
   
   1. replicate.cfg - This file contains the base settings for the Replication Task Suite
   2. replicate-mets.cfg - This file provides a few additional replication options specific to METS-based AIPs (see below for more details)
   3. duracloud.cfg - If you'd like to replicate/backup your content to DuraCloud, this file holds your DuraCloud account information
3. Edit your [dspace]/config/modules/curate.cfg configuration file to define & enable all tasks. The list of tasks to add to this configuration file depends on which type of AIP (METS based or BagIt based) you wish to use. Please see the AIP Format Options section below for the details of what should be added to your curate.cfg file
   
   1. A sample, fully enabled curate.cfg configuration file is provided alongside the other Replication Task Suite config files listed above.  This sample file is preconfigured to use METS-based AIPs.
4. Recommended (but not required):  Edit your [dspace]/config/modules/dspace.cfg and enable the Replication Task Suite 'listener' to perform automatic synchronization of your AIP backup store with what is in DSpace (see Automation Options for more info).

Overview of Configuration Options

Before getting started, you may wish to determine the answers to the following questions:

1. AIP Format Options: Does you institution want to backup using the default DSpace AIP format (METS packaging)? Or would you rather utilize the new BagIt AIP Format?
2. Storage Options: Does you institution plan to use the Replication Suite to backup to a local/mounted drive? Or would you like to connect it to a DuraCloud account?
3. Automation Options (Recommended): Do you want to automatically sync your AIP backup store with what is in DSpace? (this is highly recommended, but not required)
4. Additional Options: Do you plan to use Checkm manifests for checksum auditing?

AIP Format Options

One of the first questions to ask yourself is the format you wish to utilize for your AIPs.

There are two options:

1. DSpace AIP Format (METS-based) (default) - This is the same AIP format utilized by the DSpace AIP Backup and Restore feature, so it is 100% compatible with that DSpace feature. In fact when using this format, the Replication Task Suite just "wraps" calls to the AIP Backup and Restore feature itself.
2. BagIt AIP Format (beta) - This is a new AIP format provided by the Replication Task Suite. It generates AIPs in the BagIt File Packaging Format. Institutions which already are familiar with BagIt or use it elsewhere may find this format preferable.  (Please note that this AIP format does not yet support all DSpace objects. See the below table for more information.)

These two AIP formats are not identical.  The below table seeks to describe some of the differences.

For more information on the tasks available based on your AIP format choice, please see the Problem Statement and Usage Examples section below. This section also provides good examples of how to use each of the tasks available to you in the Replication Task Suite.

Configuring usage of DSpace default AIP Format (METS-based)

This section goes through the steps of configuring the Replication Suite to use the default DSpace AIP format, which utilizes METS packaging.  This is the default & recommended setting.

1. General Curation Configuration: First, in your [dspace]/config/modules/curate.cfg you will want to enable & configure the METS-based replication tasks. (NOTE: there is a sample curate.cfg file provided in https://github.com/DSpace/dspace-replicate/tree/master/config/modules which is pre-configured to use METS-based AIPs).
   

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.TransmitSingleAIP = transmitsingleaip, \  org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacewithaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorekeepexisting, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restoresinglefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacesinglewithaip

   • Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate Storage Space for AIP(s), \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s), \ restorekeepexisting = Restore Missing Object(s) but Keep Existing Objects,\ restoresinglefromaip = Restore Single Object from AIP, \ replacesinglewithaip = Replace Single Object with AIP

   • Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.* settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, \ replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip, restorekeepexisting, restoresinglefromaip, replacesinglewithaip

2. Replication Suite Configuration: Next, in your [dspace]/config/modules/replicate.cfg you will want to ensure it is setup to properly use METS-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block

   # Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = mets # Format of package compression. Permitted values: 'zip' or 'tgz' # for 'mets' packages, only 'zip' is supported packer.archfmt = zip # Whether or not the name packages with a DSpace type prefix. # When 'true', package files are named [type]@[handle].[format] (e.g. ITEM@123456789-1.zip) # When 'false', package files are named [handle].[format] (e.g. 123456789-1.zip) # Defaults to 'true'. For 'mets' packages, this must be 'true'. packer.typeprefix = true

3. Optionally tweak the AIP Restore/Replace settings: Optionally, you can decide to tweak the way AIPs are restored or replaced (using AIP Backup and Restore options). These settings normally should not need to be tweaked, but are available in the [dspace]/config/modules/replicate-mets.cfg configuration file. See that configuration file for more details.

Configuring usage of DSpace BagIt AIP Format

This section goes through the steps of configuring the Replication Suite to use BagIt-based AIPs. For more information on the BagIt packaging format, see: https://wiki.ucop.edu/display/Curation/BagIt

Installation

Supported DSpace and Java Versions

The Replication Task Suite currently supports the following versions of DSpace software:

Installation instructions for each version are included below:

• Installation on DSpace 7.x
• Installation on DSpace 6.x
• Installation on DSpace 5.x
• Installation on DSpace 3.x or 4.x
• Installation on DSpace 1.8.x

User Interface Compatibility Notes

As the Replication Suite is just a suite of Curation System tasks, it may be called (like any Curation Tasks) from the following locations:

• From the Command Line
• From the Admin UI (In DSpace 7.x or XMLUI in DSpace through 6.x)
• From Item Approval Workflow
• From custom Java code

For more information see the Curation System details on Task Invocation.

Installation on DSpace 7.x

Installation in the DSpace 7.x server (backend)

1. In your DSpace Source directory ([dspace-src]), you will need to modify the following POM file:
   

   • [dspace-src]/dspace/modules/additions/pom.xml (This POM will ensure that the "dspace-replicate" dependency is made available to commandline and ALL DSpace interfaces)

2. For this pom.xml file, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag). NOTE: the exclusions are required to work around differences in DSpace and DuraCloud dependency versions.

   Code Block

   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>7.6</version> <exclusions> <exclusion> <groupId>com.amazonaws</groupId> <artifactId>aws-java-sdk-core</artifactId> </exclusion> <exclusion> <groupId>com.amazonaws</groupId> <artifactId>aws-java-sdk-sqs</artifactId> </exclusion> <exclusion> <groupId>org.apache.commons</groupId> <artifactId>commons-compress</artifactId> </exclusion> <exclusion> <groupId>org.hibernate.javax.persistence</groupId> <artifactId>hibernate-jpa-2.1-api</artifactId> </exclusion> <exclusion> <groupId>org.apache.httpcomponents</groupId> <artifactId>httpmime</artifactId> </exclusion> <exclusion> <groupId>org.springframework.security</groupId> <artifactId>spring-security-core</artifactId> </exclusion> </exclusions>     </dependency> </dependencies>

   
   

3. Once you've finished modifying the pom.xml file, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

   
   

4. Update the default dspace.cfg to include the Replication Task Suite config files. This ensures these configs are loaded as part of your DSpace configuration. This also allows you to override the configurations in your own local.cfg file. Including the duracloud.cfg file is only required if you are planning to replicate/backup your content to DuraCloud.

   Code Block
   include = ${module_dir}/replicate.cfg include = ${module_dir}/replicate-mets.cfg include = ${module_dir}/replicate-bagit.cfg include = ${module_dir}/duracloud.cfg

   
   

5. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.

6. Update your existing DSpace installation by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   
   

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

   
   

Installation in the DSpace 7.x UI

1. In the DSpace 7.x UI, you will need to specify labels for the RTS tasks (so that descriptive names are displayed in the Curation Task list in the UI.) You can either add these directly to [dspace-angular]/src/assets/i18n/en.json5 or include them in the en.json5 file in your theme directory and execute the merge-i18n script. If your DSpace site supports languages other than English, you'll need to add these (and appropriate translations) to each language file available to users. 

   Code Block

   "curation-task.task.estaipsize.label": "Estimate Storage Space for AIP(s)", "curation-task.task.readodometer.label": "Read Odometer", "curation-task.task.transmitaip.label": "Transmit AIP(s) to Storage", "curation-task.task.transmitsingleaip.label": "Transmit Single Object AIP to Storage", "curation-task.task.verifyaip.label": "Verify AIP(s) exist in Storage", "curation-task.task.fetchaip.label": "Fetch AIP(s) from Storage", "curation-task.task.auditaip.label": "Audit against AIP(s)", "curation-task.task.removeaip.label": "Remove AIP(s) from Storage", "curation-task.task.restorefromaip.label": "Restore Missing Object(s) from AIP(s)", "curation-task.task.replacewithaip.label": "Replace Existing Object(s) with AIP(s)", "curation-task.task.restorekeepexisting.label": "Restore Missing Object(s) but Keep Existing Objects", "curation-task.task.restoresinglefromaip.label": "Restore Single Object from AIP", "curation-task.task.replacesinglewithaip.label": "Replace Single Object with AIP",

   
   

Installation on DSpace 6.x

1. In your DSpace Source directory ([dspace-src]), you will need to modify the following POM file:
   

   • [dspace-src]/dspace/modules/additions/pom.xml (This POM will ensure that the "dspace-replicate" dependency is made available to commandline and ALL DSpace interfaces)

2. For this pom.xml file, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag). NOTE: the exclusions are required to work around DS-3536.

   Code Block

   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>6.1</version> <!-- These exclusions are currently necessary to resolve dependency mismatches with some dependencies pulled into RTS 6.0 to work with DuraCloud, see DS-3536 for details --> <exclusions> <exclusion> <groupId>org.apache.commons</groupId> <artifactId>commons-lang3</artifactId> </exclusion> <exclusion> <groupId>com.amazonaws</groupId> <artifactId>aws-java-sdk-core</artifactId> </exclusion> <exclusion> <groupId>org.apache.httpcomponents</groupId> <artifactId>httpmime</artifactId> </exclusion> <exclusion> <groupId>org.springframework</groupId> <artifactId>spring-expression</artifactId> </exclusion> <exclusion> <groupId>org.springframework.security</groupId> <artifactId>spring-security-core</artifactId> </exclusion> <exclusion> <groupId>org.codehaus.jackson</groupId> <artifactId>jackson-mapper-asl</artifactId> </exclusion> <exclusion> <groupId>org.codehaus.jackson</groupId> <artifactId>jackson-core-asl</artifactId> </exclusion> </exclusions> </dependency> </dependencies>

   
   

3. Once you've finished modifying the pom.xml file, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

   
   

4. Update the default dspace.cfg to include the Replication Task Suite config files. This ensures these configs are loaded as part of your DSpace configuration. This also allows you to override the configurations in your own local.cfg file. Including the duracloud.cfg file is only required if you are planning to replicate/backup your content to DuraCloud.

   Code Block
   include = ${module_dir}/replicate.cfg include = ${module_dir}/replicate-mets.cfg include = ${module_dir}/replicate-bagit.cfg include = ${module_dir}/duracloud.cfg

   1. You should ensure these configurations exist in your [dspace-src]/dspace/config/modules directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).
5. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.

6. You will need to update your existing DSpace 3.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   
   

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

   
   

Installation on DSpace 5.x

• Follow the instructions for deployment on DSpace 6.x above, substituting version 5.0 of the dspace-replicate dependency.

Installation on DSpace 3.x or 4.x

1. In your DSpace Source directory ([dspace-src]), you will need to modify the following POM file:
   

   • [dspace-src]/dspace/modules/additions/pom.xml (This POM will ensure that the "dspace-replicate" dependency is made available to commandline and ALL DSpace interfaces)

2. For this pom.xml file, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag).

   Code Block
   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>3.4</version> </dependency> </dependencies>

   
   

3. Once you've finished modifying both pom.xml files, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

   
   

4. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.
   
   1. You may wish to ensure these configurations exist in your [dspace-src]/dspace/config/ directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).

5. You will need to update your existing DSpace 3.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   
   

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

   
   

Installation on DSpace 1.8.x

1. In your DSpace Source directory ([dspace-src]), you will modify two Maven pom.xml files:
   
   • [dspace-src]/dspace/pom.xml (This POM controls dependencies of CommandLine scripts. Modifying it will let you run dspace-replicate from commandline)

   • [dspace-src]/dspace/modules/xmlui/pom.xml (This POM controls dependencies of XMLUI. Modifying it will let you run dspace-replicate from XMLUI)

2. For each of these pom.xml files, add the following <dependency> section at the end of the existing <dependencies> section (just before the closing </dependencies> tag).

   Code Block
   <dependencies> ... <!-- Adding this dependency will install the Replication Task Suite Addon --> <dependency> <groupId>org.dspace</groupId> <artifactId>dspace-replicate</artifactId> <version>1.3</version> </dependency> </dependencies>

   
   

3. Once you've finished modifying both pom.xml files, rebuild DSpace by running the following from your [dspace-src]/dspace/ folder:

   Code Block
   mvn clean package

   
   

4. Follow the instructions in the Configuration section below in order to enable & configure the Replication Task Suite Add-On.
   
   1. You may wish to ensure these configurations exist in your [dspace-src]/dspace/config/ directory.  That way they will be auto-installed/copied whenever you run "ant update" (see next step).

5. You will need to update your existing DSpace 1.8.x installation, by running the following from your [dspace-src]/dspace/target/dspace-[version]-build/ directory

   Code Block
   ant update

   
   

   Note
   Alternatively, if you don't want to do a full DSpace update, you can just update your existing binaries & webapps by running the following two commands: ant update_code (Updates the existing [dspace]/lib/ directory) ant update_webapps (Updates the existing [dspace]/webapp/ directory)

   
   

Upgrades

Upgrading the Replication Task Suite to a new version essentially involves a reinstallation of the add-on.

Follow the latest installation instructions, based on the version of DSpace you are running:

• Installation on DSpace 6.x
• Installation on DSpace 3.x, 4.x or 5.x
• Installation on DSpace 1.8.x

Once you have reinstalled the Replication Task Suite, you should compare your existing configurations with the latest Replication Task Suite configurations.  In most cases, your existing configurations should function perfectly, but you should review the differences just in case.

Configuration

Configuration of the Replication Task Suite is based entirely on your local institution's backup, restore and preservation needs.

Enabling Replication Task Suite

In order to enable the Replication Task Suite, you need to create / edit several configuration files.

1. A copy of all configuration files utilized by the Replication Task Suite (RTS) can be found in the following locations:
   
   1. Configs for RTS version 1.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-1_x/config/modules
   2. Configs for RTS version 3.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-3_x/config/modules
   3. Configs for RTS version 5.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-5_x/config/modules
   4. Configs for RTS version 6.x : https://github.com/DSpace/dspace-replicate/tree/dspace-replicate-6_x/config/modules
   5. Configs for RTS version 7.x : https://github.com/DSpace/dspace-replicate/tree/master/config/modules
2. Copy the following configuration files to your DSpace's [dspace]/config/modules/ directory:
   
   1. replicate.cfg - This file contains the base settings for the Replication Task Suite
   2. replicate-mets.cfg - This file provides a few additional replication options specific to METS-based AIPs (see below for more details)
   3. replicate-bagit.cfg - This file provides additional configuration for BagIt AIPs (see below for more details)
   4. duracloud.cfg - If you'd like to replicate/backup your content to DuraCloud, this file holds your DuraCloud account information
3. Edit your [dspace]/config/modules/curate.cfg configuration file to define & enable all tasks. The list of tasks to add to this configuration file depends on which type of AIP (METS based or BagIt based) you wish to use. Please see the AIP Format Options section below for the details of what should be added to your curate.cfg file
   
   1. A sample, fully enabled curate.cfg configuration file is provided alongside the other Replication Task Suite config files listed above.  This sample file is preconfigured to use METS-based AIPs.
4. Recommended (but not required):  Edit your [dspace]/config/modules/dspace.cfg and enable the Replication Task Suite 'listener' to perform automatic synchronization of your AIP backup store with what is in DSpace (see Automation Options for more info).

Overview of Configuration Options

Before getting started, you may wish to determine the answers to the following questions:

1. AIP Format Options: Does you institution want to backup using the default DSpace AIP format (METS packaging)? Or would you rather utilize the new BagIt AIP Format?
2. Storage Options: Does you institution plan to use the Replication Suite to backup to a local/mounted drive? Or would you like to connect it to a DuraCloud account?
3. Automation Options (Recommended): Do you want to automatically sync your AIP backup store with what is in DSpace? (this is highly recommended, but not required)
4. Additional Options: Do you plan to use Checkm manifests for checksum auditing?

AIP Format Options

One of the first questions to ask yourself is the format you wish to utilize for your AIPs.

There are two options:

1. DSpace AIP Format (METS-based) (default) - This is the same AIP format utilized by the DSpace AIP Backup and Restore feature, so it is 100% compatible with that DSpace feature. In fact when using this format, the Replication Task Suite just "wraps" calls to the AIP Backup and Restore feature itself.
2. BagIt AIP Format (beta) - This is a new AIP format provided by the Replication Task Suite. It generates AIPs in the BagIt File Packaging Format. Institutions which already are familiar with BagIt or use it elsewhere may find this format preferable.  (Please note that this AIP format does not yet support all DSpace objects. See the below table for more information.)

These two AIP formats are not identical.  The below table seeks to describe some of the differences.

For more information on the tasks available based on your AIP format choice, please see the Problem Statement and Usage Examples section below. This section also provides good examples of how to use each of the tasks available to you in the Replication Task Suite.

Configuring usage of DSpace default AIP Format (METS-based)

This section goes through the steps of configuring the Replication Suite to use the default DSpace AIP format, which utilizes METS packaging.  This is the default & recommended setting.

1. General Curation Configuration: First, in your [dspace]/config/modules/curate.cfg you will want to enable & configure the METS-based replication tasks. (NOTE: there is a sample curate.cfg file provided in https://github.com/DSpace/dspace-replicate/tree/master/config/modules which is pre-configured to use METS-based AIPs).
   

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.TransmitSingleAIP = transmitsingleaip, \  org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacewithaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restorekeepexisting, \ org.dspace.ctask.replicate.METSRestoreFromAIP = restoresinglefromaip, \ org.dspace.ctask.replicate.METSRestoreFromAIP = replacesinglewithaip

     
     

   • (Only for RTS versions prior to 7.0) Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate Storage Space for AIP(s), \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s), \ restorekeepexisting = Restore Missing Object(s) but Keep Existing Objects,\ restoresinglefromaip = Restore Single Object from AIP, \ replacesinglewithaip = Replace Single Object with AIP

     
     

   • (Only for RTS versions prior to 7.0) Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.* settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, \ replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip, restorekeepexisting, restoresinglefromaip, replacesinglewithaip

     
     

2. Replication Suite Configuration: Next, in your [dspace]/config/modules/replicate.cfg you will want to ensure it is setup to properly use METS-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block

   # Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = mets # Format of package compression. Permitted values: 'zip' or 'tgz' # for 'mets' packages, only 'zip' is supported packer.archfmt = zip # Whether or not the name packages with a DSpace type prefix. # When 'true', package files are named [type]@[handle].[format] (e.g. ITEM@123456789-1.zip) # When 'false', package files are named [handle].[format] (e.g. 123456789-1.zip) # Defaults to 'true'. For 'mets' packages, this must be 'true'. packer.typeprefix = true

   
   

3. Optionally tweak the AIP Restore/Replace settings: Optionally, you can decide to tweak the way AIPs are restored or replaced (using AIP Backup and Restore options). These settings normally should not need to be tweaked, but are available in the [dspace]/config/modules/replicate-mets.cfg configuration file. See that configuration file for more details.

Configuring usage of DSpace BagIt AIP Format

This section goes through the steps of configuring the Replication Suite to use BagIt-based AIPs. The Replication Suite uses the BagIt Profiles specification in order to provide additional guarantees about the BagIt AIPs which are exported and ingested. The following profiles are supported:

If no BagIt Profile is specified the beyondtherepository profile will be used by default. For more information on the BagIt packaging format, see: https://wiki.ucop.edu/display/Curation/BagIt; the BagIt Profiles implementation used is DuraSpace's bagit-support.

1. General Curation Configuration: First, in your [dspace]/config/modules/curate.cfg you will want to enable & configure the BagIt-based replication tasks. (NOTE: there is a sample curate.cfg file provided in https://github.com/DSpace/dspace-replicate/tree/master/config/modules which provides example settings, though they are all commented out by default).
   

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.BagItRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.BagItReplaceWithAIP = replacewithaip

     
     

   • (Only for RTS versions prior to 7.0) Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate Storage Space for AIP(s), \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit/Compare against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s)

     
     

   • (Only for RTS versions prior to 7.0) Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.*settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, \ replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip

     
     

2. Replication Suite Configuration: Next, in your [dspace]/config/modules/replicate.cfg you will want to ensure it is setup to properly use BagIt-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block
   # Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = bagit

   
   

3. BagIt Configuration: Finally, in [dspace]/config/modules/replicate-bagit.cfg, you will need to configure settings for the BagIt tasks:

   • Configure the BagIt Profile: Set the BagIt Profile which will be used

     Code Block

     # The Bag Profile setting allows you to select a BagProfile which the RTS # will create and read bags for. The RTS will check the conformance of a # bag to a profile as part of both the packaging and restoration processes. # # See: https://github.com/duraspace/bagit-support/ for more information # # Available Options: aptrust, beyondtherepository # Default: beyondtherepository replicate-bagit.profile = beyondtherepository

     
     

   • Configure the Bag Metadata: Under the replicate-bagit.tag, set appropriate values for additional bag metadata to be packaged with your DSpace AIPs. Each configuration property of this section follows the format of replicate-bagit.tag.tag-filename.metadata-key: metadata-value. See section 2.2.2 of the BagIt specification for more information on bag metadata.
     Note: depending on the BagIt Profile specified there will be different required fields for the bag metadata files, so it is important to know what profile you're working with.

     Code Block
     #### BagIt Bag Metadata Settings #### # These settings allow you to customize the bag-info.txt which # is written by the BagIt packaging tools. By default no fields # are used which will produce Bags which do not conform to any # BagProfiles. replicate-bagit.tag.bag-info.source-organization = dspace replicate-bagit.tag.bag-info.organization-address = localhost

4. General Curation Configuration: First, in your [dspace]/config/modules/curate.cfg you will want to enable & configure the BagIt-based replication tasks. (NOTE: there is a sample curate.cfg file provided in https://github.com/DSpace/dspace-replicate/tree/master/config/modules which provides example settings, though they are all commented out by default).
   

   • Enable the Replication Tasks: In the list of "Task Class implementations" (plugin.named.org.dspace.curate.CurationTask), add the following.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     plugin.named.org.dspace.curate.CurationTask = \ ... (YOUR EXISTING TASKS) ... , \ org.dspace.ctask.replicate.EstimateAIPSize = estaipsize, \ org.dspace.ctask.replicate.ReadOdometer = readodometer, \ org.dspace.ctask.replicate.TransmitAIP = transmitaip, \ org.dspace.ctask.replicate.VerifyAIP = verifyaip, \ org.dspace.ctask.replicate.FetchAIP = fetchaip, \ org.dspace.ctask.replicate.CompareWithAIP = auditaip, \ org.dspace.ctask.replicate.RemoveAIP = removeaip, \ org.dspace.ctask.replicate.BagItRestoreFromAIP = restorefromaip, \ org.dspace.ctask.replicate.BagItReplaceWithAIP = replacewithaip

   • Give Each Task a Human-Friendly Task Name: Under the ui.tasknames setting, give each of the above Tasks a human-friendy name. Here are some recommended values, but you are welcome to tweak them.
     REMEMBER to add a comma and backslash (", \") after each line (except the final line).

     Code Block

     ui.tasknames = \ ... (YOUR EXISTING TASK NAMES) ... , \ estaipsize = Estimate Storage Space for AIP(s), \ readodometer = Read Odometer, \ transmitaip = Transmit AIP(s) to Storage, \ verifyaip = Verify AIP(s) exist in Storage, \ fetchaip = Fetch AIP(s) from Storage, \ auditaip = Audit/Compare against AIP(s), \ removeaip = Remove AIP(s) from Storage, \ restorefromaip = Restore Missing Object(s) from AIP(s), \ replacewithaip = Replace Existing Object(s) with AIP(s)

   • Optionally Create a Task Group: Finally, if you'd like to create a Task Group for these tasks, you can create a group named "replicate" and add them all to it. The below is just an example for how you may wish to set the ui.taskgroups and ui.taskgroup.*settings. It creates two Task Groups: (1) a "General Purpose Tasks" group for a few default DSpace Curation Tasks, and (2) a "Replication Suite Tasks" group for all these new Replication tasks.

     Code Block

     # Tasks may be organized into named groups which display together in UI drop-downs ui.taskgroups = \ general = General Purpose Tasks, \ replicate = Replication Suite Tasks # Group membership is defined using comma-separated lists of task names, one property per group ui.taskgroup.general = profileformats, requiredmetadata, checklinks ui.taskgroup.replicate = estaipsize, readodometer, transmitaip, verifyaip, fetchaip, auditaip, removeaip, restorefromaip, replacewithaip

5. Replication Suite Configuration: Next, in your [dspace]/config/modules/replicate.cfg you will want to ensure it is setup to properly use BagIt-based AIPs. Under the "AIP Packaging Settings" you'll want the following settings enabled:

   Code Block# Package type. Permitted values: 'mets', 'bagit' # mets = Generate default DSpace AIPs as described in: https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore # bagit = Generate AIPs based on the BagIt packaging format: https://wiki.ucop.edu/display/Curation/BagIt packer.pkgtype = bagit

   • 
     

Storage Options

Where your AIPs will be stored is the next decision to make. There are three options currently available:

...

• METS-based AIP Replicate Consumer: This consumer will listen for changes to any DSpace Communities, Collections, Items, Groups, or EPeople.  It should be utilized if you have chosen to use METS-based AIPs. See AIP Format Options above for more details.

  Code Block

  #### Event System Configuration #### # ADD the "replicate" consumer to the end of the list of 'default.consumers' (This enables the consumer) event.dispatcher.default.consumers = versioning, search, browse, discovery, eperson, harvester, replicate .... # Configure consumer to manage METS AIP content replication event.consumer.replicate.class = org.dspace.ctask.replicate.METSReplicateConsumer event.consumer.replicate.filters = Community|Collection|Item|Group|EPerson+All

   

  
  

  • In human terms, this configuration essentially means: listen for all changes to Communities, Collections, Items, Groups and EPeople. If a change is detected, run the "METSReplicateConsumer" (which adds that object to the queue).

• BagIt-based AIP Consumer : This consumer will ONLY listen for changes to DSpace Communities, Collections and Items as those are the only types of objects which are stored in BagIt-based AIPs. See AIP Format Options above for more details

  Code Block

  #### Event System Configuration #### # ADD the "replicate" consumer to the end of the list of 'default.consumers' (This enables the consumer) event.dispatcher.default.consumers = versioning, search, browse, discovery, eperson, harvester, replicate .... # Configure consumer to manage BagIt AIP content replication event.consumer.replicate.class = org.dspace.ctask.replicate.BagItReplicateConsumer event.consumer.replicate.filters = Community|Collection|Item+Install|Modify|Modify_Metadata|Delete

   

  
  

  • In human terms, this configuration essentially means: listen for any new, modified or deleted Items, Collections and Communities. If you do not care about Community or Collection AIPs, just remove 'Community' or 'Collection' from the list. When one of the specified changes is detected, run the "BagItReplicateConsumer" (which adds that object to the queue).

...

• Object is created/added in DSpace:  If the event is an addition of a new DSpace object (for items this only occurs once the item exits approval workflow), then a request for an AIP transmission is queued.
• Object is changed/modified in DSpace: The same occurs whenever an object has changed (so-called modify events). The modified object is queued for AIP transmission.
• Object is deleted from DSpace: When an object is deleted, a 'record' of the deletion is transmitted to the replication service. The deletion record is stored in your configured "group.delete.name" (in replicate.cfg) and named DELETION-RECORD@[handle].zip.  The deletion record is a BagIt package which simply lists all the objects that were deleted: if an item, then just the handle of the item, if a collection, then all the item handles that were in it. This way, if the deletion was a mistake, the "deletion record" can be used to recover all the contents. This represents the default behavior of the consumer. However, you may configure it in [dspace]/modules/replicate.cfg.
  
  • It is worth noting that when you delete an object in DSpace, the Sync Consumer will NOT delete that object's AIP from storage.  All it does is write a "DELETION-RECORD@[handle]" file to your configured storage location.  This ensures that you can review those "deletion records" at a later time, and decide whether to permanently delete the AIP(s) from storage, or alternatively restore the deleted object(s) in DSpace from their AIP(s).
  • How to restore deleted objects: Simply run one of the "Restore from AIP" commands available in the Replication Task Suite, passing it the handle of the deleted object.  That command will locate the associated "DELETION-RECORD" file and appropriately restore any objects listed in that deletion record.  Once the restoration is complete, the associated "DELETION-RECORD" file will be removed.
  • How to permanently delete objects' AIPs from storage:  If an object deletion was found to be valid, you may wish to permanently remove the deleted object's AIP from remote storage (to save storage space).  Simply run the "Remove AIP" command, passing it the handle of the deleted object.  That command will permanently delete the object's AIP along with any associated "DELETION-RECORD" file from your storage location.  (WARNING: once an AIP is deleted, you will be unable to restore that object to DSpace in the future.)

Configuring the Sync Consumer

The actions of the activated ReplicateConsumer (i.e. both METSReplicateConsumer and BagItReplicateConsumer) is configured within the [dspace]/modules/replicate.cfg.  Below are the default options (which normally need no modification)

• • command, passing it the handle of the deleted object.  That command will permanently delete the object's AIP along with any associated "DELETION-RECORD" file from your storage location.  (WARNING: once an AIP is deleted, you will be unable to restore that object to DSpace in the future.)

Configuring the Sync Consumer

The actions of the activated ReplicateConsumer (i.e. both METSReplicateConsumer and BagItReplicateConsumer) is configured within the [dspace]/modules/replicate.cfg.  Below are the default options (which normally need no modification)

###  ReplicateConsumer settings ###
# ReplicateConsumer must be properly declared/configured in dspace.cfg
# All tasks defined will be queued, unless the '+p' suffix is appended, when
# they will be immediately performed. Exercise considerable caution when using
# +p, as lengthy tasks can adversely affect UI or other responsiveness. 

# Replicate event consumer tasks upon install/add events.
# A comma separated list of valid task plugin names (with optional '+p' suffix)
# By default we transmit a new AIP when a new object is added
consumer.tasks.add = transmitsingleaip

# Replicate event consumer tasks upon modification events.
# A comma separated list of valid task plugin names (with optional '+p' suffix)
# By default we transmit an updated AIP when an object is modified
consumer.tasks.mod = transmitsingleaip

###  ReplicateConsumer settings ###
# ReplicateConsumer must be properly declared/configured in dspace.cfg
# All tasks defined will be queued, unless the '+p' suffix is appended, when
# they will be immediately performed. Exercise considerable caution when using
# +p, as lengthy tasks can adversely affect UI or other responsiveness. 

# Replicate event consumer tasks upon installa delete/addremove events.
# A comma separated list of valid task plugin names (with optional '+p' suffix)
# By default we write transmitout a new AIP when a new object is added deletion catalog & move the deleted object's AIP
# to the "trash" group in storage (where it can be permanently deleted later)
consumer.tasks.adddel = transmitsingleaipcatalog+p

# Replicate event consumer queue tasksname upon- modification events.
# A comma separated list of valid task plugin names (with optional '+p' suffix)
# By default we transmit an updated AIP when an object is modified
consumer.tasks.mod = transmitsingleaip

# Replicate event consumer tasks upon a delete/remove events.
# A comma separated list of valid task plugin names (with optional '+p' suffix)
# By default we write out a deletion catalog & move the deleted object's AIP
# to the "trash" group in storage (where it can be permanently deleted later)
consumer.tasks.del = catalog+p

# Replicate event consumer queue name - where all queued tasks are placed
# This queue appears under the curate.cfg file's 'taskqueue.dir'
# (default taskqueue location is [dspace]/ctqueues/)
consumer.queue = replication

As you can see in the default configuration above...

• Both "add" and "modification" events add the "transmitsingleaip" task (which will regenerate & transmit the object AIP to replica storage) to the queue of tasks to perform.  Please ensure you are scheduling this queue to be processed, as detailed in  Processing the Consumer Queue below.
• The "delete" event triggers a special "catalog" task.  This "catalog" task does the following:
  
  • First, it creates a plaintext "catalog" file which lists all the objects that were deleted.
  • Second, it moves the AIPs for those deleted objects to the "group.delete.name" storage area (this is essentially putting them in a "trash" folder, where they can be cleaned up later, or potentially restored if the deletion was accidental).
• By default, the queue used for all replication events is located at : [dspace]/ctqueues/replication  (this is a plaintext file which just lists all actions that should be performed the next time the queue is processed)

Processing the Sync Consumer Queue

Once you've setup your Consumer & restarted DSpace, you'll start to see a (plain text file) queue of tasks (in the location specified by the consumer.queue setting in "replicate.cfg") that need to be performed in order to synchronize your AIP backup with what is in your DSpace instance.  This replication queue is just a normal DSpace Curation System queue, and it can be processed via command line or a cron job (recommended).

Processing this queue is as simple as scheduling a cron job (or similar) to run on a daily, weekly or monthly basis (how frequently you want this to run is up to you).  For example, here's a cron job which will process a queue named "replication" every Saturday at 1:00AM local time and places the results into a "replication-queue.log" file (NOTE: you may need to modify the paths to DSpace below if you wish to use this example):

0 1 * * 6 $HOME/dspace/bin/dspace curate -q replication > $HOME/dspace/log/replication-queue.log

In case it is not obvious, you can also process this queue manually via the command line by simply running: [dspace]/bin/dspace curate -q replication

...

where all queued tasks are placed
# This queue appears under the curate.cfg file's 'taskqueue.dir'
# (default taskqueue location is [dspace]/ctqueues/)
consumer.queue = replication

As you can see in the default configuration above...

• Both "add" and "modification" events add the "transmitsingleaip" task (which will regenerate & transmit the object AIP to replica storage) to the queue of tasks to perform.  Please ensure you are scheduling this queue to be processed, as detailed in  Processing the Consumer Queue below.
• The "delete" event triggers a special "catalog" task.  This "catalog" task does the following:
  
  • First, it creates a plaintext "catalog" file which lists all the objects that were deleted.
  • Second, it moves the AIPs for those deleted objects to the "group.delete.name" storage area (this is essentially putting them in a "trash" folder, where they can be cleaned up later, or potentially restored if the deletion was accidental).
• By default, the queue used for all replication events is located at : [dspace]/ctqueues/replication  (this is a plaintext file which just lists all actions that should be performed the next time the queue is processed)

Processing the Sync Consumer Queue

Once you've setup your Consumer & restarted DSpace, you'll start to see a (plain text file) queue of tasks (in the location specified by the consumer.queue setting in "replicate.cfg") that need to be performed in order to synchronize your AIP backup with what is in your DSpace instance.  This replication queue is just a normal DSpace Curation System queue, and it can be processed via command line or a cron job (recommended).

Processing this queue is as simple as scheduling a cron job (or similar) to run on a daily, weekly or monthly basis (how frequently you want this to run is up to you).  For example, here's a cron job which will process a queue named "replication" every Saturday at 1:00AM local time and places the results into a "replication-queue.log" file (NOTE: you may need to modify the paths to DSpace below if you wish to use this example):

0 1 * * 6 $HOME/dspace/bin/dspace curate -q replication -r - > $HOME/dspace/log/replication-queue.log 2>&1

• The "-r -" part of this command ensures that the results of the sync are reported back to you on the command line, rather than being logged to the main dspace.log file. 
• Then the "> replication-queue.log 2>&1" takes those reported results (success & errors) and writes them to a "replication-queue.log" file.
• Although this example is a weekly sync, some institutions may wish to perform a more frequent (daily) or less frequent (monthly) sync based on local policies (especially based on whether AIPs are the sole form of backup, or acting as more of a "secondary" safety backup)

In case it is not obvious, you can also process this queue manually via the command line by simply running: [dspace]/bin/dspace curate -q replication

During the processing of the queue, the existing queue file is "locked", but any new changes are logged to a separate queue file.  In other words, changes that happen in the DSpace system during the processing of the queue will still be captured in a separate queue file (which will be processed the next time you execute the above script).

Enhancing the Performance of the Queue Processing (optional)

...

In DSpace, by default, duplicate tasks in a Curation System queue will each be processed individually. So, that means if an Item is updated 10 times, it will appear in the queue 10 times, and its AIP will be (re-)generated and (re-)transmitted to storage 10 times when that queue is processed.  (DuraCloud Note: Some storage platforms, e.g. DuraCloud, provide a way to determine whether a newly generated AIP actually differs from the one in replica storage. So, in the case of DuraCloud storage, the AIP will be re-generated 10 times, but it will only be transmitted to DuraCloud ONCE. The other 9 times, the DuraCloud storage plugin will determine that the checksum of the new AIP is identical to the one in DuraCloud and skip the transmission step.  See How DuraCloud storage works section above for more info.)

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Scheduled Site Auditing/Replication

Whether you decide to automatically synchronize your replica (backup) store or not, you may also wish to schedule some occasional auditing or even a full "refresh" of your backupyou decide to automatically synchronize your replica (backup) store or not, you may also wish to schedule some occasional auditing or even a full "refresh" of your backup.  Note that you need not necessarily perform both tasks, it's really up to you. Refreshing your backup (transmitaip) also performs its own internal "audit" by ensuring that only AIPs which have changed will be transmitted to your backup location (thus potentially cutting down on I/O costs for hosted backup locations).

• Auditing for site differences: Running an audit will check if there are differences between DSpace Content and AIP backup content. A full site AIP audit can be run from the command line, or scheduled via a cron job (or similar). For example, the following command will run a site-wide audit for a DSpace site with a handle.prefix of "10673" (and writes the results of the audit to a "siteaudit.log" file).

  Code Block
  [dspace]/bin/dspace curate -t auditaip -i 10673/0 -r - > siteaudit.log 2>&1

  • This command runs the "auditaip" task on your entire site (The identifier "[handle-prefix]/0" refers to the entire DSpace Site...in this case we used the example handle-prefix of "10673")
  • The "-r -" part of this command ensures that the results of the audit are reported back to you on the command line, rather than being logged to the main dspace.log file. 
  • Then the "> siteaudit.log" takes those reported results and writes them to a "siteaudit.log" file.

• A refresh of your full backup: If you decided not to synchronize your backup Whether or not you decide to use the sync queue for automated backups (as described above), you will may want to ensure that you are re-running your entire site replication backup on a scheduled basis.  For example, the following command will regenerate & transmit AIPs for every object in a DSpace site with a handle.prefix of "10673" (and writes the results of the audit to a "sitebackup.log" file).  It's nearly identical to the "auditaip" command above, except that you are executing "transmitaip" and writing to a different log file.  Please note: only AIPs which have changed (i.e. have a different checksum) will be transferred to your backup location. So if you are also running automated syncing, this command may just act as way to double check that all your AIPs are up-to-date in your backup location.

  Code Block
  [dspace]/bin/dspace curate -t transmitaip -i 10673/0 -r - > sitebackup.log 2>&1

  
  

Additional Options

Configuring usage of Checkm manifest validation

This section goes through the steps of configuring the usage of Checkm manifest tasks. These tasks provide a capability to store DSpace content checksums external from DSpace in the Checkm Manifest format. Some institutions may find this to be a useful replacement for the default DSpace Checksum Checker/Validator, which only stores/validates checksums internal to the DSpace system.

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We can suppose our data curator has identified a collection of items in her DSpace repository consisting of high-value, born-digital, and unique/irreplaceable (not held elsewhere) content (called the 'Amazing Images' collection). She prudently wishes to insure against catastrophic local loss of this content by keeping a copy or replica of this collection elsewhere (e.g. either on a backup drive, or even in the cloud via a service like DuraCloud). She'd prefer to replicate all her DSpace content, but realizes that storage costs over long periods has made her administration wary, so decides to begin with this collection.

First Steps - Estimation

In order to budget for replication storage, she needs to know the 'size' of the collection. When she asks her sysadmin, he replies that it is easy to give her figures for the whole DSpace asset store, but since collections aren't stored separately, she would have to add up each item's bitstreams in the collection, a rather tedious process. Thus the first task: a reporting tool which operates on natural DSpace objects, rather than storage volumes. The "Estimate Storage Space for AIP(s)" (estaipsize) task will give her this ability.

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We should warn that the estimates from this task are rather crude, in that they do not measure the actual size of all AIPs. Rather they just total up the bitstream (file) sizes (and do not include metadata files). However, even this crude estimate should provide a decent idea of overall storage needs.

Replicating

Having secured approval to replicate 'Amazing Images' collection, our curator obviously needs a task to generate the AIP representations of each item in the collection, and transmit these archive files to the replication storage site (which may be service-backed, local, in the cloud, etc, as will be explored below).  This task is the "Transmit AIP(s) to Storage" (transmitaip) task.

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The default values will create a METS-based AIP in the default DSpace AIP Format, compressed into a 'zip' archive. The other alternative supported by the replication task suite is Library of Congress 'Bagit' packaging, which may compressed either into a 'zip' file or a 'tgz' ('gzipped tar'), a compression standard more common in Unix systems.

Our data curator may elect to perform this task in the DSpace Admin UI, or, if the collection is rather large, she may instead 'queue' the task for later execution by using the queueing facility available in the curation system. We should note that the 'transmitaip' task, like all other replication tasks, operates on whatever DSpace object(s) they are given. Thus, if the object is a collection, the task creates (and transmits, of course) an AIP for the collection object itself (metadata and logo), as well as AIPs for each item in the collection. If the task is given an identifier for a single Item, then only one AIP will be created and transmitted.

Verifying Replication

While the 'transmitaip' task will report on whether or not it was successful in generating and transmitting AIP(s) to the replication service, our data curator wants the ability (within DSpace) to check whenever she likes that the AIP(s) which were transmitted are still there. A simple task "Verify AIP(s) exist in Storage" (verifyaip) can perform this function.

Ensuring Replica Integrity and Accuracy over time

The 'Amazing Images' collection is comparatively static, meaning that few new items are likely to be added, and most of the metadata in each item is not routinely changed. However, over longer periods of time, cataloging errors are discovered and corrected, perhaps formats become obsolete and new bitstreams are added. If the curator is fastidious about each change, and performs the 'transmitaip' task on each item that has changed, then in general the set of AIP replicas will always be 'in sync' with the repository. However, it useful to have the means to ensure that the replicas agree with the repository without having to create and transmit entirely new ones. Thus the task: "Audit against AIP(s)" (auditaip), which can also be thought of as a simple, quick auditing task. When performed on an Item, the task does the following:

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A set of replication tasks perform these functions, as described below.

Restoring Object(s)

If the curator should ever find the need to restore a deleted object, a variety of restoration based tasks are available.  The base task is the "Restore Missing Object(s) from AIP(s)" (restorefromaip) task.

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• Restore Single Object from AIP (restoresinglefromaip)
  
  • This task acts the same as the default "restorefromaip" task, but it does NOT restore any child objects. So, if it is run on a collection, just the collection itself will be restored (items in that collection will not be restored).
• Restore Missing Object(s) but Keep Existing Objects (restorekeepexisting)
  
  • This task acts similar to the default "restorefromaip" task, but it attempts to skip over any objects which already exist in the repository. In other words, an error is not thrown if an object already exists – rather that entire object (and all its child objects) are skipped over during processing and left unchanged. This mode is identical to the "Keep Existing" mode of the DSpace AIP Backup and Restore tool.

Replacing Object(s)

If the curator should ever find a need to replace a corrupted object or revert an existing object back to the version in remote storage, a variety of replacement tasks are available.  The base task is the "Replace Existing Object(s) with AIP(s)" (replacewithaip) task.

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• Replace Single Object from AIP (replacesinglewithaip)
  • This task acts the same as the default "replacewithaip" task, but it does NOT replace any child objects. So, if it is run on a collection, just the collection metadata will be replaced (items existing in that collection will not be replaced).

Cleanup

Ordinarily, a replication arrangement is long standing: the preservation function cannot be fulfilled unless the replicas (here, the AIPs) are always kept and available. However, some collections (or items within them) may be removed for a variety of reasons: legal challenge, de-accession, etc. When the repository no longer locally wants to hold the object, the replica AIP ceases to have value. The task 'Remove AIP(s) from Storage' (removeaip) will permanently delete the replica store AIP for its identifier. As will other replication tasks, if the identifier points to collection or community, all the AIPs of all the members will also be permanently deleted.

Keeping Score

Many storage providers have cost structures that are more complex than simple functions of the total stored bytes: particularly cloud providers have costs associated wth the use of the network to upload and download the stored object. An object that occupies 2 megaBytes might cost far more over time than a 1 gigaByte object, if the former is downloaded 1000 times for every time the latter is. The replication system provides a very rudimentary task to help manage and track these factors: 'Read Odometer' (readodometer). This task simply displays the readings from the replication system that records cumulative use. The statistics are:

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