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• UNIX-like OS (Linux, HP/UX, Mac OSX, etc.) : Many distributions of Linux/Unix come with some of the dependencies below pre-installed or easily installed via updates, you should consult your particular distributions documentation or local system administrators to determine what is already available.
• Microsoft Windows: After verifying all prerequisites below, see the Windows Installation section for Windows tailored instructions

Oracle Java JDK

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7 (standard SDK is fine, you don't need J2EE) or OpenJDK

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7

Oracle's Java can be downloaded from the following location: http://www.oracle.com/technetwork/java/javase/downloads/index.html. Again, you can just download the Java SE JDK version.

OpenJDK download and installation instructions can be found here http://openjdk.java.net/.

Apache Maven

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3.x

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(Java build tool)

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Maven

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DSpace 1.7.x required usage of Maven 2.2.x, as it did not build properly when using Maven 2.0.x or Maven 3.x. This was a known issue (see DS-788). However, DSpace 1.8.x resolved this issue so that DSpace now builds properly with Maven 2.2.x or above.

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is necessary in the first stage of the build process to assemble the installation package for your DSpace instance. It gives you the flexibility to customize DSpace using the existing Maven projects found in the [dspace-source]/dspace/modules directory or by adding in your own Maven project to build the installation package for DSpace, and apply any custom interface "overlay" changes.

Maven can be downloaded from the following location: http://maven.apache.org/download.html

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You can configure a proxy to use for some or all of your HTTP requests in Maven 2.0. The username and password are only required if your proxy requires basic authentication (note that later releases may support storing your passwords in a secured keystore‚ in the mean time, please ensure your settings.xml file (usually ${user.home}/.m2/settings.xml) is secured with permissions appropriate for your operating system).

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• PostgreSQL 8.4 to 9.1 PostgreSQL can be downloaded from the following location: http://www.postgresql.org/ . It is highly recommended that you try to work with Postgres 8.4 or greater, however 8.3 should still work. Unicode (specifically UTF-8) support must be enabled. This is enabled by default in 8.0+. Once installed, you need to enable TCP/IP connections (DSpace uses JDBC). In postgresql.conf: uncomment the line starting: listen_addresses = 'localhost'. Then tighten up security a bit by editing pg_hba.conf and adding this line: host dspace dspace 127.0.0.1 255.255.255.255 md5. Then restart PostgreSQL.
• Oracle 10g or greater Details on acquiring Oracle can be downloaded from the following location: http://www.oracle.com/database/. You will need to create a database for DSpace. Make sure that the character set is one of the Unicode character sets. DSpace uses UTF-8 natively, and it is suggested that the Oracle database use the same character set. You will also need to create a user account for DSpace (e.g. dspace) and ensure that it has permissions to add and remove tables in the database. Refer to the Quick Installation for more details.
  
  • NOTE: If the database server is not on the same machine as DSpace, you must install the Oracle client to the DSpace server and point tnsnames.ora and listener.ora files to the database the Oracle server.
  • NOTE: DSpace uses sequences to generate unique object IDs — beware Oracle sequences, which are said to lose their values when doing a database export/import, say restoring from a backup. Be sure to run the script etc/update-sequences.sql after importing.
  • For people interested in switching from Postgres to Oracle, I know of no tools that would do this automatically. You will need to recreate the community, collection, and eperson structure in the Oracle system, and then use the item export and import tools to move your content over.

Servlet Engine (Apache Tomcat

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7 or later, Jetty, Caucho Resin or equivalent)

• Apache Tomcat 6 7 or higher. Tomcat can be downloaded from the following location: http://tomcat.apache.org.
  
  • Note that DSpace will need to run as the same user as Tomcat, so you might want to install and run Tomcat as a user called 'dspace'. Set the environment variable TOMCAT_USER appropriately.
  • You need to ensure that Tomcat has a) enough memory to run DSpace and b) uses UTF-8 as its default file encoding for international character support. So ensure in your startup scripts (etc) that the following environment variable is set: JAVA_OPTS="-Xmx512M -Xms64M -Dfile.encoding=UTF-8"

  • Modifications in [tomcat]/conf/server.xml : You also need to alter Tomcat's default configuration to support searching and browsing of multi-byte UTF-8 correctly. You need to add a configuration option to the <Connector> element in [tomcat]/config/server.xml: URIEncoding="UTF-8"e.g. if you're using the default Tomcat config, it should read:

    Code Block
    language html/xml
    <!-- Define a non-SSL HTTP/1.1 Connector on port 8080 --> <Connector port="8080" maxThreads="150" minSpareThreads="25" maxSpareThreads="75" enableLookups="false" redirectPort="8443" acceptCount="100" connectionTimeout="20000" disableUploadTimeout="true" URIEncoding="UTF-8"/>

    You may change the port from 8080 by editing it in the file above, and by setting the variable CONNECTOR_PORT in server.xml.

• Jetty or Caucho Resin DSpace will also run on an equivalent servlet Engine, such as Jetty (http://www.mortbay.org/jetty/index.html) or Caucho Resin (http://www.caucho.com/). Jetty and Resin are configured for correct handling of UTF-8 by default.

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