Chapter 2. Installation
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## Chapter 2. Installation

Depending on your needs, there are several different methods to get JBoss Portal up and running.

### Note

Pre-configured clustered versions are available from the download page , in the same 3 flavors as the non-clustered version. The installation difference, being that they must be deployed in the all configuration in JBoss AS. Read Chapter 11, Clustering Configuration for more details on how to customize your clustered install, once deployed.

### Note

Binary distributions of JBoss Portal include the WSRP service which is not automatically deployed with the source distribution. WSRP is built upon the JBoss WS web service stack. As such, it has some additional constraints. In particular, there is a known issue with the version 1.0.0.GA of JBoss WS (bundled with JBoss Application Server 4.0.4.GA) that prevents the complete deployment of JBoss Portal's WSRP service if the user is not online or behind a firewall/proxy. This, in turn, prevents the deployment of JBoss Portal. If you do not need the WSRP service, you can remove the `portal-wsrp.sar` file from the `jboss-portal.sar` file. If you'd like to use the WSRP service, the JBoss WS issue has been addressed in version 1.0.2.GA of JBoss WS. Please follow the instructions on how to upgrade JBoss WS as found on JBoss Portal's wiki .

## 2.1. Installing from Bundled Download

This is the easiest and fastest way to get JBoss Portal installed and running. The reason, is that the download bundle contains JBoss Application Server, and JBoss Portal uses the embedded Hypersonic Database.

### 2.1.1. Installing the Bundle

- Get the Bundle: The download bundle is available from our download page . Bundles are noted with the 'JBoss Portal + AS' naming convention.

- Extract the bundle: Extract the zip archive to a directory of your choosing. In windows, we recommend, C:\jboss-X.X.X

- Start the Server: Go to JBOSS_INSTALL_DIRECTORY/bin and execute run.bat (run.sh, if Linux)

### Note

During the first boot (ever), SQL errors in the log, like the one below, can be safely ignored. They are thrown when the portal checks for the existence of the initial tables, before it creates them for you.

    16:43:39,234 WARN [JDBCExceptionReporter] SQL Error: -22, SQLState: S0002
    16:43:39,234 ERROR [JDBCExceptionReporter] Table not found in statement ...

Point your browser to http://localhost:8080/portal , and you should see the Portal HomePage. You can now login using one of the two default accounts: user/user or admin/admin .

## 2.2. Installing from Binary Download

The binary download package typically consists of the `jboss-portal.sar` , documentation (which you are already reading), and a set of preconfigured datasource descriptors that allow JBoss Portal to communicate with a database.

This installation method is preferred by those who already have JBoss Application Server installed.

### 2.2.1. Setting up your environment

#### 2.2.1.1. Getting the Binary

The binary download is available from our download page .

Once downloaded and extracted, the folder hierarchy should look like this:

We will be using files contained in this download in the further sections, so please download and extract it first.

#### 2.2.1.2. Application Server Setup

Of course you will need to install JBoss Application Server prior to installing JBoss portal, if you didn't do so yet, please install JBoss 4.0.5+ from here .

### Warning

Make sure to download the JBoss AS Zip version. DO NOT ATTEMPT to deploy JBoss Portal on the installer version of JBoss AS! We are currently working on aligning the Application installer with JBoss Portal.

#### 2.2.1.3. Database Setup

You will need a database for JBoss Portal to function, you can use any database supported by Hibernate.

1. Create a new Database: For example purposes we call this new database jbossportal

2. Grant access rights for a user to your database: You must make sure the user has access to this new DB, as JBoss Portal will need to create the tables and modify data within them.

3. Deploy your JDBC connector: You must make available a JDBC connector for JBoss Portal to communicate with your database. The connector lib should be placed in `JBOSS_INSTALL_DIRECTORY/server/default/lib/*`

#### 2.2.1.4. DataSource Configuration

The JBoss Portal download you extracted in Section 2.2.1.1, “Getting the Binary” contains pre-configured datasource descriptors, you can use for most popular RDBMS under the setup directory.

At this point, you should configure the one that suits you best with your Database and JDBC driver.

    <?xml version="1.0" encoding="UTF-8"?>
    <datasources>
      <local-tx-datasource>
        <jndi-name>PortalDS</jndi-name>
        <connection-url>jdbc:postgresql:jbossportal</connection-url>
        <driver-class>org.postgresql.Driver</driver-class>
        <user-name>portal</user-name>
        <password>portalpassword</password>
      </local-tx-datasource>
    </datasources>

Please verify that the username, password, url, and driver-class are correct for your flavor of DB. You can deploy the datasource file by itself to test, in advance.

### 2.2.2. Deploying JBoss Portal

1. Deploy: Copy the datasource descriptor file (*-ds.xml) you modified above AND the jboss-portal.sar from the download folder to `JBOSS_INSTALL_DIRECTORY/server/default/deploy/.`

2. Start the Server: Go to `JBOSS_INSTALL_DIRECTORY/bin` and execute run.bat (run.sh, if Linux)

### Note

During the first boot (ever), SQL errors in the log, like the one below, can be safely ignored. They are thrown when the portal checks for the existence of the initial tables, before it creates them for you.

    16:43:39,234 WARN [JDBCExceptionReporter] SQL Error: -22, SQLState: S0002
    16:43:39,234 ERROR [JDBCExceptionReporter] Table not found in statement ...

Point your browser to http://localhost:8080/portal , and you should see the Portal HomePage. You can now login using one of the two default accounts: user/user or admin/admin .

## 2.3. Installing from Sources

### 2.3.1. Getting the Sources

There are two ways for you to obtain the JBoss Portal source files:

- From our download page

- From SVN, using the following URL:

                              http://anonsvn.jboss.org/repos/portal/trunk/

  ### Note

  For more information on Portal SVN, and accessing different versions of the Portal codebase, please visit this wiki article .

After checking out of SVN or extracting the Source zip, your directory structure should look like this:

### Note

The screenshot above, shows the downloaded source directory. Those of you checking out from SVN, will be missing the thirdparty directory. This directory is created when you first run the build in the following steps.

### 2.3.2. Setting up your environment

#### 2.3.2.1. Application Server Setup

Of course you will need to install JBoss Application Server prior to installing JBoss portal, if you didn't do so yet, please install JBoss 4.0.5+ from here .

### Warning

Make sure to download the JBoss AS Zip version. DO NOT ATTEMPT to deploy JBoss Portal on the installer version of JBoss AS! We are currently working on aligning the Application installer with JBoss Portal.

#### 2.3.2.2. Operating System Environment Setting

For the build targets to work, you must first set the `JBOSS_HOME` environment variable in your operating system, to the root directory of the JBoss Application Server installation.

In Windows, this is accomplished by going to Start > Settings > Control Panel > System > Advanced > Environment Variables . Now under the System Variables section, click New . You will be setting the `JBOSS_HOME` environment variable to the location of your JBoss Application Server installation:

On a Unix-like Operating System, you would accomplish this by typing: export JBOSS_HOME=/path/to/your/jboss/directory

#### 2.3.2.3. Database Setup

You will need a database for JBoss Portal to function, you can use any database supported by Hibernate.

1. Create a new Database: For example purposes we call this new database jbossportal

2. Grant access rights for a user to your database: You must make sure the user has access to this new DB, as JBoss Portal will need to create the tables and modify data within them.

3. Deploy your JDBC connector: You must make available a JDBC connector for JBoss Portal to communicate with your database. The connector lib should be placed in `JBOSS_HOME/server/default/lib/*`

#### 2.3.2.4. DataSource Configuration

You will need a valid datasource descriptor, for JBoss Portal to communicate with your database. Having obtained the sources and having set your JBOSS_HOME environment variable ( Section 2.3.2.2, “Operating System Environment Setting” ), you can now have the JBoss Portal build system generate preconfigured datasources for you.

Navigate to `JBOSS_PORTAL_HOME_DIRECTORY/core` and type:

    build datasource

Once complete, the datasource build should produce the following directory and file structure:

At this point, you should configure the one that suits you best with your Database and JDBC driver.

    <?xml version="1.0" encoding="UTF-8"?>
    <datasources>
      <local-tx-datasource>
        <jndi-name>PortalDS</jndi-name>
        <connection-url>jdbc:postgresql:jbossportal</connection-url>
        <driver-class>org.postgresql.Driver</driver-class>
        <user-name>portal</user-name>
        <password>portalpassword</password>
      </local-tx-datasource>
    </datasources>

Please verify that the username, password, url, and driver-class are correct for your flavor of DB.

Now copy your datasource descriptor to `JBOSS_HOME/server/default/deploy`

### 2.3.3. Building/Deploying from Sources

To build and deploy the JBoss Portal service, go to `JBOSS_PORTAL_HOME_DIRECTORY/build` and type:

    build deploy

### Note

To build the clustered version, you will need to go to `JBOSS_PORTAL_HOME_DIRECTORY/build` and type: build main Then, go to `JBOSS_PORTAL_HOME_DIRECTORY/core` and type: build deploy-ha This will copy the `jboss-portal-ha.sar` to your `all` configuration for you.

At the end of the build process, the `jboss-portal.sar` is copied to `JBOSS_HOME/server/default/deploy` :

Please verify that your `JBOSS_HOME/server/default/deploy` directory, contains both necessary files before starting JBoss Application Server.

Start the Server: Go to JBOSS_HOME/bin and execute run.bat (run.sh, if Linux)

### Note

During the first boot (ever), SQL errors in the log, like the one below, can be safely ignored. They are thrown when the portal checks for the existence of the initial tables, before it creates them for you.

    16:43:39,234 WARN [JDBCExceptionReporter] SQL Error: -22, SQLState: S0002
    16:43:39,234 ERROR [JDBCExceptionReporter] Table not found in statement ...

Point your browser to http://localhost:8080/portal , and you should see the Portal HomePage. You can now login using one of the two default accounts: user/user or admin/admin .

### Note

This installs a bare version of Portal. In previous versions, several additional modules were deployed as well but this has since been modularized to provide greater flexibility. You might want to deploy additional modules to augment Portal (see Portal's module list for more information). You can also deploy all the modules all at once using build deploy-all in the `build` directory.

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