Automated installation using Ansible¶

Instructions¶

1. Install VirtualBox, Vagrant, and Ansible.

   sudo apt-get install virtualbox vagrant
   sudo pip install -U ansible
   

   Vagrant must be at least version 1.5. Check your version with:

   vagrant --version
   

   If it is not up to date, you can download the newest version from the Vagrant website .

2. Checkout the deployment repo:

   git clone https://github.com/artefactual/deploy-pub.git
   

3. Download the Ansible roles:

   Ubuntu 14.04 (Trusty):

   cd deploy-pub/playbooks/archivematica-trusty
   ansible-galaxy install -f -p roles/ -r requirements.yml
   

   Ubuntu 16.04 (Xenial):

   cd deploy-pub/playbooks/archivematica-xenial
   ansible-galaxy install -f -p roles/ -r requirements.yml
   

   Ubuntu 18.04 (Bionic) EXPERIMENTAL:

   cd deploy-pub/playbooks/archivematica-bionic
   ansible-galaxy install -f -p roles/ -r requirements.yml
   

4. Create the virtual machine and provision it:

   vagrant up
   

   Warning

   This will take a while. It depends on your computer, but it could take up to an hour. Your computer may be very slow while Archivematica is being provisioned - be sure to save any work and be prepared to step away from your computer while Archivematica is building.

   If there are any errors, reprovisioning the VM often fixes the issue.

   vagrant provision
   

5. Once it’s done provisioning, you can log in to your virtual machine:

   vagrant ssh
   

   You can also access your Archivematica instance through the web browser:

   • Archivematica: http://192.168.168.192. Username & password configured on installation.
   • Storage Service: http://192.168.168.192:8000. Username & password configured on installation.

Post-install configuration¶

After successfully completing a new installation, follow these steps to complete the configuration of your new server.

1. The Storage Service runs as a separate web application from the Archivematica dashboard. The Storage Service is exposed on port 8000 by default for Ansible installs. Use your web browser to navigate to the Storage Service at the IP address of the machine you have been installing on, e.g., http://<MY-IP-ADDR>:8000 (or http://localhost:8000 or http://127.0.0.1:8000 if this is a local development setup).

   If you are using an IP address or fully-qualified domain name instead of localhost, you will need to configure your firewall rules and allow access only to ports 80 and 8000 for Archivematica usage.

2. The Storage Service has its own set of users. Create a new user with full admin privileges:

   sudo -u archivematica bash -c " \
       set -a -e -x
       source /etc/default/archivematica-storage-service || \
           source /etc/sysconfig/archivematica-storage-service \
               || (echo 'Environment file not found'; exit 1)
       cd /usr/lib/archivematica/storage-service
       /usr/share/archivematica/virtualenvs/archivematica-storage-service/bin/python manage.py createsuperuser
     ";
   

After you have created this user, the API key will be generated automatically, and that key will connect the Archivematica pipeline to the Storage Service API. The API key can be found via the web interface (go to Administration > Users).

3. To finish the installation, use your web browser to navigate to the Archivematica dashboard using the IP address of the machine on which you have been installing, e.g., http://<MY-IP-ADDR>:80 (or http://localhost:80 or http://127.0.0.1:80 if this is a local development setup).
4. At the Welcome page, create an administrative user for the Archivematica pipeline by entering the organization name, the organization identifier, username, email, and password.
5. On the next screen, connect your pipeline to the Storage Service by entering the Storage Service URL and username, and by pasting in the API key that you copied in Step (2).
   • If the Storage Service and the Archivematica dashboard are installed on the same machine, then you should supply http://127.0.0.1:8000 as the Storage Service URL at this screen.
   • If the Storage Service and the Archivematica dashboard are installed on different nodes (servers), then you should use the IP address or fully-qualified domain name of your Storage Service instance, e.g., http://<MY-IP-ADDR>:8000 and you must ensure that any firewall rules (i.e., iptables, ufw, AWS security groups, etc.) are configured to allow requests from your dashboard IP to your Storage Service IP on the appropriate port.

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