Automated installation using Ansible¶
Installing from source using Ansible is the preferred method for new installations on Ubuntu.
It is assumed here that your host operating system is Ubuntu. This can be modified for a different Unix based operating system, such as Mac OS X or another Linux distribution such as CentOS. These instructions will not work if you are using Windows as the host OS. For Windows installations you can create a virtual machine and follow the manual install instructions.
The Ansible roles referenced here can be used in production deployments by creating your own Ansible playbook to run them. See the deploy-pub repo for more details.
On this page
Instructions¶
Note
These instructions assume that you have a Python package manager, such as pip, installed on your system. From pip, you should be able to install a released version of Ansible.
Important
If you would like to install Archivematica without Elasticsearch, you must first change the role variable
archivematica_src_search_enabled
to false
. For more information about
Archivematica’s Ansible role, please see the ansible-archivematica-src
repo.
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 .
Checkout the deployment repo:
git clone https://github.com/artefactual/deploy-pub.git
Download the Ansible roles:
Ubuntu 16.04 (Xenial):
cd deploy-pub/playbooks/archivematica-xenial ansible-galaxy install -f -p roles/ -r requirements.yml
Ubuntu 18.04 (Bionic):
cd deploy-pub/playbooks/archivematica-bionic ansible-galaxy install -f -p roles/ -r requirements.yml
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
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.
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
(orhttp://localhost:8000
orhttp://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.
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).
- 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
(orhttp://localhost:80
orhttp://127.0.0.1:80
if this is a local development setup). - At the Welcome page, create an administrative user for the Archivematica pipeline by entering the organization name, the organization identifier, username, email, and password.
- 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.
- If the Storage Service and the Archivematica dashboard are installed on
the same machine, then you should supply