Installing an OSF portal involves many components and steps. At the simplest end of the spectrum is installing an image on a cloud-computing instance. The most complicated end of the spectrum is a local multi-server installation with all components and backups and rollovers.
The installation workflow is understood to encompass getting all of the core software systems installed and initially tested. Configuration for ultimate public release -- including design, theming and portal structuring -- is explicitly understood to be part of the separate Configuration Workflow.
The installation workflow fits within the overall OSF workflow as follows:
To understand this workflow in more detail, we first provide a general overview and then attend to the specific parts.
The installation workflow herein assumes a local installation (and not a cloud instance).
The installation steps are mostly linear, beginning with the installation of the basic LAMP (Linux, Apache, MySQL, PHP) stack:
After installation of the LAMP stack, the Drupal and then supporting index systems (Virtuoso and Solr) for OSF are installed. Then, the specific portions of the OSF stack (OSF Web Service and OSF-Drupal) are installed. The systems are then tested and initially configured.
It is possible to install the OSF system as an Amazon EC2 AMI image that can be installed with a single click. If you are interested in this latter option, please contact Structured Dynamics directly.
The overall guidance to a new, standard instance is provided by the | Open Semantic Framework Installer Procedure. This is the primary installation resource, and provides a collection of PHP Scripts that install the entire stack.
In addition to the components noted above, a couple of additional applications as part of the stack are also described at this stage, including * Smarty templates, GATE and its installation (which is the text processing component), and the related OSF tagger.
Lastly, there may be some site-specific applications (like FME for ETL transformations of spatial relational databases) that may require installation.
Larger OSF installations may also warrant multiple server installations. There is guidance on a multi-server OSF Web Service server instance and well as guidance for making trade-off decisions regarding hardware and configurations for larger installations.
Lastly, there is some guidance on how to set up a local Drupal sandbox for testing and refining Drupal portal designs.
There are a number of checklists available to aid the installation process.
Tools and Tooling Environment
Here are some of the tools that can be helpful during various installation steps:
You should consult the Desktop Development Environment for links and more particulars on these tools.