SUNScholar/Upgrading/Hardware

Introduction

This wiki help page assumes that you have used the three system setup procedures to install an Ubuntu server with DSpace software.

This is the very tricky one, if you are running your server on a bare metal machine.

If your server is virtualised then this procedure is not needed.

To avoid bare metal upgrades in the future, it is highly advised that you virtualise your server. Ask central campus IT to help you with this.

If you are presently running bare metal and are going to upgrade to another bare metal server, then read the guidelines below.

Bare metal to bare metal

These guidelines are very brief and require someone with Linux experience to execute correctly.

Prep new machine

1. Install Ubuntu
2. Prepare Ubuntu
3. The new machine hostname should be temporary. For example: http://irx.sun.ac.za

Export and import contents

1. Export the PostrgeSQL DB from the old machine and import it to the new machine using "pgAdmin". See: http://www.pgadmin.org
2. Put the old machine into maintenance mode.
3. Copy the entire /home/dspace folder from the old machine to the new machines /home/dspace folder using "rsync". See: http://en.wikipedia.org/wiki/Rsync

Enable Tomcat webapps on new machine

1. Follow this procedure to enable the java webapps on the new machine: http://wiki.lib.sun.ac.za/index.php/SUNScholar/Install_Dspace/S08
2. Check for correct operation of DSpace on the new machine.

Enable "handle server" on new machine

1. Follow this step to enable the handle server: http://wiki.lib.sun.ac.za/index.php/SUNScholar/Handle_Server#Step_9_-_Start_handle_server

Swap hostnames

1. Rename the old machine. For example: http://irz.sun.ac.za. Then reboot.
2. Rename the new machine so that it has the same hostname as the old machine. Then reboot.
3. Check for correct operation of DSpace and handle server on the new machine.

Precautionary Principle

Keep the old machine running for a while until the new machine is stabilised. This way you have a live backup in case of big problems.

Comparison of bare metal versus virtual machine

ir1.sun.ac.za - Bare metal	ir2.sun.ac.za - Virtual machine
Specifications CPU=24 RAM=12 DISK=500GB	Specifications CPU=2 RAM=4GB DISK=50GB
Load	Load
RAM	RAM
Disk	Disk

Considerations

There is always a performance price when you virtualise. In addition, since DSpace is a java webapp, you should realise java is itself a virtual machine, so if you virtualise the hardware, then you are virtualising an already, virtual machine! For this reason, bare metal machines always have the best performance.

However, performance is not an issue if you have a small repository and very few people connected at one time as collection submitters/managers. If you anticipate having a big repository then you should consider going bare metal.

What is big and small? If your repository is very slow to work on, when connected and logged in as a collection manager, then you are moving to the big side, and you should look at optimising, or if you are using a virtual server, converting to bare metal.

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