Variations 6.0 Webinar Digital Library Program Indiana University June 10, 2010

Today’s Voices Jon Dunn, Variations3 Project Director and Director of Library Technologies and Digital Libraries, IU Mark Notess, Variations Development Manager at IU Chris Colvard, Variations technical support and programming, IU

Agenda Deploying Variations 6.0 at Your Institution  What’s in the box  Who is using Variations?  Support options  First steps Updating Existing Variations Installations to 6.0  6.0 changes  Choosing a migration path  Questions? Variations Future  6.0 web applications release  Video investigations  Ways to participate NOT an overview of Variations or a demo. For those, see recording of last year’s webinar (URL on last slide.)

What’s in the box Includes Server software Client construction kits for Windows and Mac Sample content: 2 recordings and scores Various utilities for authentication, authorization & encoding Web applications for audio playback & authorization mgmt Just add A Linux/Unix server MySQL, Apple Darwin SS, Java, Quicktime, Perl, Tomcat, Apache Your content Includes Server software Client construction kits for Windows and Mac Sample content: 2 recordings and scores Various utilities for authentication, authorization & encoding Web applications for audio playback & authorization mgmt Just add A Linux/Unix server MySQL, Apple Darwin SS, Java, Quicktime, Perl, Tomcat, Apache Your content Nutrition Facts Open source BSD license Album- not track-based Online access to streaming audio and scanned score images Flexible access control without DRM Teaching & learning tools for annotation & analysis See variations.sourceforge.net for more information. Nutrition Facts Open source BSD license Album- not track-based Online access to streaming audio and scanned score images Flexible access control without DRM Teaching & learning tools for annotation & analysis See variations.sourceforge.net for more information.

Who is Using Variations? Deployed or Piloting Indiana University Tri-Colleges (Haverford, Swarthmore, Bryn Mawr) Ohio State University University of Maryland New England Conservatory Dartmouth College University of Miami Baylor University Southern Methodist University Bowling Green State University Oberlin College Evaluating University of North Texas Grieg Academy/University of Bergen Library of Congress Manhattan School of Music …plus expressions of interest from a dozen others. Corrections to this list welcome! …plus expressions of interest from a dozen others. Corrections to this list welcome!

Support Options Self-support via open source  IU will continue to update open source distribution  IU will participate actively in the variations-discuss mailing list on SourceForge  We expect that hands-on support from IU will shift to more of a paid support model later this year Paid support (cost recovery basis)  Initial planning, installation, configuration  Annual support (two levels) Charging for support will free us up to do needed development (browser-based tools, video, technology updates)

Updating to 6.0: What’s New Simplification Single database architecture – no separate cataloging database  No need to copy records from cataloging to production  Users see changes in real time  Digitizer and end-user clients connect to the same database Welcome window – initial search window is no longer the default  Less confusing for users Current technology base – uses latest RHEL, MySQL and Java More authentication options – simple system authentication during setup; can now use LDAP Bug fixes Faster loading of large playlists Reconnection to lease manager is now automatic

Welcome Window

Start Running Variations 5.0.*? Staying on same hardware? Old & new need to overlap to maximize uptime? Upgrading server to RHEL 5? Follow standard 6.0 install instructions in Administrator’s Guide Follow “How to Migrate to Variations 6.0: New Install”; turn off old server when no longer needed Follow “How to Migrate to Variations 6.0: New Install” Follow “How to Migrate to Variations 6.0: In Place”, w/ step 1, option 1 Follow “How to Migrate to Variations 6.0: In Place”, w/ step 1, option 2 yes no Migration Paths

Migration Notes Pre-6.0 clients will not work with the 6.0 server.  This is the main reason to consider running parallel systems for awhile—it allows time to upgrade clients This is a great time to move to new server hardware if you need to Moving to MySQL 5 requires a field-name change (“condition”) in the database 6.0 introduces versioned directories to support future migrations  /home/dmlserv/Variations-6.0 Both digitizer and end user clients can use a single dml.conf configuration file

Migrating Content & Data to a New Install Dump database – mysqldump cataloging & user schemas Archive content files with tar Archive configuration and data files with tar (bin, conf, COPYING, data, lib, log, public_html, server.jar, VERSION) Install Variations 6.0, referring to old configuration files during configuration steps Copy content and data:  Extract content in new content directories  Load mysql dumps into new database If done on same machine, will have significant downtime. If done on a new machine, can run both in parallel until all clients have been updated. Wiki page: “How to Migrate to Variations 6.0: New Install”

Migrating “In Place” Step 1, option 1: Upgrade from RHEL 4 to 5 & MySQL 5, Java 6 Step 1, option 2: Stay on RHEL 4 but move to MySQL 5, Java 6 Step 2: Upgrade Servers to Variations 6.0  Install Variations 6 in a subdirectory of ~dmlserv  Merge over old configurations as needed  Old cataloging server becomes new single server running 6.0  Old production server is restarted running 5.0 Step 3: Upgrade 5.0.* clients to 6.0  Create new digitizer and end user clients  Distribute to users Step 4: When all users are migrated to 6.0 clients, decommission 5.0 server and clean up server installation

Migration Questions? Start Running Variations 5.0.*? Staying on same hardware? Old & new need to overlap to maximize uptime? Upgrading server to RHEL 5? Follow standard 6.0 install instructions in Administrator’s Guide Follow “How to Migrate to Variations 6.0: New Install”; turn off old server when no longer needed Follow “How to Migrate to Variations 6.0: New Install” Follow “How to Migrate to Variations 6.0: In Place”, w/ step 1, option 1 Follow “How to Migrate to Variations 6.0: In Place”, w/ step 1, option 2 yes no

Variations Futures New browser-based player version “soon” (working around a serious QuickTime bug on Windows) Paid support options “soon” Video investigations More Web-based tools Ways you can participate  Mailing list participation; mutual support  Bug reporting  Contribute code: bug fixes, enhancements, new features  Money for feature development  Variations “commons” for PD content?

Trying Out Variations The browser-based player: ui/Player.do?containerID= Download and try out the Windows or Mac client application with a test database (2 recordings, 2 scores: search on Mahler, Beethoven, or Respighi): ut.html

More Information Variations Open Source Site Variations Documentation Site Variations Open Source Webinar & Demo (3/4/09) This Webinar (will link to a recording in a day or two) Variations 3 project info Questions?