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 </div>
 <h1>Apache Lenya 2.0 Installation Instructions</h1>
 <div id="front-matter">
 <div id="minitoc-area">
 <ul class="minitoc">
 <li>
 <a href="#introduction">Introduction</a>
 </li>
 <li>
 <a href="#prerequisites">Prerequisites</a>
 </li>
 <li>
 <a href="#1%3A+Standalone+Installation+%28using+the+built-in+Jetty%29">1: Standalone Installation (using the built-in Jetty)</a>
 </li>
 <li>
 <a href="#2%3A+Installation+with+Apache+Tomcat">2: Installation with Apache Tomcat</a>
 </li>
 </ul>
 </div>
 </div>

 <a name="N1000E"></a><a name="introduction"></a>
 <h2 class="h3">Introduction</h2>
 <div class="section">
 <p>
         This document explains how to install Lenya 2.0 from source.
         There are different ways to install and run Lenya:
         <br>
         Choose between
       </p>
 <ol>

 <li>Running Lenya standalone using the built-in Jetty servlet container</li>

 <li>Using Tomcat and have the build process taking care of deploying Lenya in Tomcat</li>

 </ol>
 <p>
         Please note that you can use other servlet
         containers as well, but Jetty and Tomcat are the tested ones.
       </p>
 <p>
         In all cases, you will need to meet the following prerequisites,
         that describe the setup that is tested and recommended.
       </p>
 </div>

 <a name="N10029"></a><a name="prerequisites"></a>
 <h2 class="h3">Prerequisites</h2>
 <div class="section">
 <ul>


 <li>

 <p>

 <strong>Java 2 Platform, Standard Edition</strong>

 <br>
             version 1.4.2 or newer, <a href="http://issues.apache.org/bugzilla/show_bug.cgi?id=32923">1.6.x works with limitations</a>.
             <br>
             Get it from <a href="http://java.sun.com/j2se/1.4.2/download.html">http://java.sun.com/j2se/1.4.2/download.html</a>.
           </p>

 </li>


 <li>

 <p>

 <strong>Recommended: Create a directory</strong> to better organise the various source files
             <br>
             In this document, we will assume the name <span class="codefrag">src/</span> for that directory.
             This directory will contain the Lenya distribution as well as Cocoon.
           </p>


 <p>
             After expanding the	downloaded archives or after a <a href="http://subversion.tigris.org/">svn checkout</a>,
             the directory structure should look like this:
           </p>


 <pre class="code">
 your_home/                  (or C:\ on Windows, not the "My Documents" folder)
   src/
     lenya-2.0.x/            $LENYA_HOME
       externals/
         cocoon_2_1_x/       $COCOON_HOME
           build/
             webapp/         $COCOON_WEBAPP
           </pre>


 <p>
             The directories inside <span class="codefrag">cocoon_2_1_x/</span> will be created when you build Cocoon,
             Cocoon will be built when you build Lenya.
             The variables will later be used in the <span class="codefrag">local.build.properties</span> file
             that configures the Lenya build process.
           </p>


 </li>


 <li>

 <p>

 <strong>Get Apache Lenya</strong>

 <br>
             (see <a href="../../../docs/2_0_x/installation/index.html">Download Lenya</a>)
             <br>
             Using <a href="../../../docs/2_0_x/installation/subversion.html">Subversion</a>, checkout Lenya inside the
             <span class="codefrag">src/</span> directory.
           </p>

 </li>

 </ul>
 </div>


 <a name="N10082"></a><a name="1%3A+Standalone+Installation+%28using+the+built-in+Jetty%29"></a>
 <h2 class="h3">1: Standalone Installation (using the built-in Jetty)</h2>
 <div class="section">
 <ol>


 <li>

 <p>

 <strong>Configure Lenya</strong>

 </p>


 <p>
             You need to edit your build properties and write
             <span class="codefrag">local.build.properties</span>. To do this, execute <span class="codefrag">configure.sh</span>
             (Unix) or <span class="codefrag">configure.bat</span> (Windows).
           </p>

 <div class="note">
 <div class="label">Note</div>
 <div class="content">Cocoon 2.1.x is now included in the Lenya source tree using an
             <span class="codefrag">svn:externals</span> property; you'll find it in the directory
             <span class="codefrag">$LENYA_HOME/externals/cocoon_2_1_x</span>.
             If you want to use Cocoon from another location, you can change
             the <span class="codefrag">$COCOON_HOME</span> point to your Cocoon source directory.
           </div>
 </div>

 </li>


 <li>

 <p>

 <strong>Build Lenya</strong>

 </p>


 <p>
             Execute <span class="codefrag">build.sh</span> (Unix) or <span class="codefrag">build.bat</span> (Windows) in
             your Lenya source directory, depending on your platform.
           </p>

 <div class="note">
 <div class="label">Note</div>
 <div class="content">Cocoon will be built when you build Lenya. You can manually build or clean
             Cocoon in <span class="codefrag">$COCOON_HOME</span> with <span class="codefrag">./build.sh</span> or <span class="codefrag">./build.sh clean</span>.
           </div>
 </div>


 <p>

 <strong>MS Windows</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; build.bat</pre>


 <p>

 <strong>Unix</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; ./build.sh</pre>

 <p>
             If your build fails, because it cant delete the file <span class="codefrag">cocoon.xconf.ant_patch</span>,
             try the following:
             In <span class="codefrag">$LENYA_HOME/src/targets/webapp-build.xml</span>, line 69, add
             <span class="codefrag">verbose="true" failonerror="false"</span> to the <span class="codefrag">&lt;delete&gt;</span> tag.
             In <span class="codefrag">$LENYA_HOME/src/targets/publets-build.xml</span>, line 53, add
             <span class="codefrag">verbose="true" failonerror="false"</span> to the <span class="codefrag">&lt;delete&gt;</span> tag.
           </p>

 </li>


 <li>

 <p>

 <strong>Start Lenya</strong>

 </p>


 <p>
             Execute <span class="codefrag">lenya.sh</span> (Unix) or <span class="codefrag">lenya.bat</span> (Windows)
             in your Lenya source directory, depending on
             your platform.  Make sure that you have the environment
             variable <span class="codefrag">JAVA_HOME</span> defined to point to the
             location of the Java SDK you installed (see <a href="#prerequisites">Prerequisites</a>).
           </p>


 <p>

 <strong>MS Windows</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; lenya.bat</pre>


 <p>

 <strong>Unix</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; ./lenya.sh</pre>

 </li>


 <li>

 <p>

 <strong>Test the installation</strong>

 </p>


 <p>

 <a href="http://localhost:8888">http://localhost:8888/</a>

 </p>

 </li>

 </ol>
 </div>


 <a name="N10134"></a><a name="2%3A+Installation+with+Apache+Tomcat"></a>
 <h2 class="h3">2: Installation with Apache Tomcat</h2>
 <div class="section">
 <div class="warning">
 <div class="label">Warning: Tomcat and spaces</div>
 <div class="content">The installation path may not contain spaces, otherwise you may get a
         <span class="codefrag">java.net.URISyntaxException</span> error.</div>
 </div>
 <ol>


 <li>

 <p>

 <strong>Get Apache Tomcat</strong> for JDK 1.4
             <br>
             Lenya is developed and tested with Tomcat 5.0.28; it is assumed in the
             following instructions, and we highly recommend it. Tomcat 4.0.0+, 4.1.24+,
             5.0.18+ and 5.5.0+ should work too.
           </p>

 <p>
             Get it from  <a href="http://jakarta.apache.org/site/binindex.cgi#tomcat-5.0">http://jakarta.apache.org/site/binindex.cgi#tomcat-5.0</a>.
           </p>


 </li>


 <li>

 <p>

 <strong>Install Apache Tomcat</strong>

 </p>


 <p>
             See <a href="http://jakarta.apache.org/tomcat/tomcat-5.0-doc/setup.html">Tomcat 5.0 Setup</a>

 </p>


 <p>

 <strong>MS Windows:</strong>


 <br>

             Basically you only need to set the <span class="codefrag">JAVA_HOME</span>
             environment variable and run the Tomcat
             installer. Decide to run Tomcat as a Windows
             NT/2000/XP-Service.
           </p>

 </li>


 <li>

 <p>

 <strong>Configure Lenya</strong>

 </p>


 <p>
             To install Lenya with Tomcat, you need to edit your build
             properties. To do this, copy
             <span class="codefrag">$LENYA_HOME/build.properties</span> to
             <span class="codefrag">$LENYA_HOME/local.build.properties</span>.
           </p>

 <div class="note">
 <div class="label">Note</div>
 <div class="content">You can use the <span class="codefrag">configure.sh</span> or <span class="codefrag">configure.bat</span> to configure your
             <span class="codefrag">local.build.properties</span>.</div>
 </div>


 <p>
             Edit <span class="codefrag">local.build.properties</span>. For the described
             configuration the following settings will work (<strong>MS
               Windows:</strong> Don't use backslashes "<span class="codefrag">\</span>" for
             directory separation.) It is important that
             <span class="codefrag">tomcat.home.dir</span> is an absolute path. Replace
             <span class="codefrag">$TOMCAT_HOME</span> by your Tomcat installation
             directory.  If your Cocoon source directory is not at
             <span class="codefrag">../cocoon_2_1_x</span> relative to Lenya, then change
             the <span class="codefrag">cocoon.webapp.dir</span>, <span class="codefrag">web.app.server</span> and
             <span class="codefrag">cocoon.src.dir</span> properties.
           </p>


 <ul>

 <li>
 <span class="codefrag">web.app.server=Tomcat</span>
 </li>

 <li>
 <span class="codefrag">cocoon.src.dir=$COCOON_HOME</span>
 </li>

 <li>
 <span class="codefrag">tomcat.home.dir=$TOMCAT_HOME</span>
 </li>

 </ul>

 </li>


 <li>

 <p>

 <strong>Build Lenya</strong>

 </p>


 <p>
             Execute <span class="codefrag">build</span> in your Lenya source directory.
           </p>

 </li>


 <li>

 <p>

 <strong>Checked versions of endorsed libraries</strong>

 </p>


 <p>
             Lenya and Tomcat will inter-operate correctly only if the proper
             versions of the Xalan and Xerces libraries are used consistently
             throughout the deployment.  Unfortunately this can be difficult
             to get to work correctly since both of these libraries are
             shipped with Java 2 SDK, Tomcat, Cocoon and Lenya.
           </p>


 <p>
             The following libraries must be placed in the endorsed library
             directory for your deployment.
           </p>


 <ul>

 <li>
 <span class="codefrag">jakarta-bcel-20040329.jar</span>
 </li>

 <li>
 <span class="codefrag">jakarta-regexp-1.5.jar</span>
 </li>

 <li>
 <span class="codefrag">xalan-2.7.0.jar</span>
 </li>

 <li>
 <span class="codefrag">xercesImpl-2.9.0.jar</span>
 </li>

 <li>
 <span class="codefrag">xml-apis-1.3.04.jar</span>
 </li>

 </ul>


 <p>
             They are placed by the build process in the directory specified
             by <span class="codefrag">tomcat.endorsed.dir</span> in
             <span class="codefrag">build.properties</span>.  You should validate that these
             files are indeed in the proper location for your deployment.
             You must then validate that no other instances of these
             libraries exist in any of the following directories:
           </p>


 <ul>

 <li>
               The Java 2 SDK endorsed standards directories.  This is
               usually <span class="codefrag">${JAVA_HOME}/lib/endorsed/</span>.
             </li>


 <li>
               Any other location in your Tomcat deployment.  Specifically,
               check <span class="codefrag">shared/lib/</span>, <span class="codefrag">common/lib/</span> and
               <span class="codefrag">server/lib/</span>.
             </li>


 <li>
               Any other location in your Lenya deployment.  Specifically,
               check <span class="codefrag">webapps/lenya/WEB-INF/lib/</span>.
             </li>

 </ul>


 <p>
             A common symptom of incorrect library version are blank pages
             after starting Lenya.  Try carefully checking the location and
             version numbers of each of the libraries.
           </p>


 <p>
             References:
           </p>


 <ul>

 <li>

 <a href="http://jakarta.apache.org/tomcat/tomcat-5.0-doc/class-loader-howto.html">
                 Tomcat Class Loader HOWTO (http://jakarta.apache.org/tomcat/tomcat-5.0-doc/class-loader-howto.html)
               </a>

 </li>


 <li>

 <a href="http://java.sun.com/j2se/1.4.2/docs/guide/standards/index.html">
                 Java 2 Endorsed Standards Override Mechanism
                 (http://java.sun.com/j2se/1.4.2/docs/guide/standards/index.html)
               </a>

 </li>

 </ul>

 </li>

 <li>

 <p>

 <strong>Clear Tomcat work directory</strong>

 </p>


 <p>
             Tomcat's work cache may not be consistent with your newly installed
             Lenya.  This can lead to any number of errors and exceptions.  To
             prevent this, clear the work directory by executing
             <span class="codefrag">build.bat</span> or <span class="codefrag">build.sh</span> in your Lenya source
             directory, depending on your platform.
           </p>


 <p>

 <strong>MS Windows</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; build.bat clean</pre>


 <p>

 <strong>Unix</strong>

 </p>


 <pre class="code">$LENYA_HOME &gt; ./build.sh clean</pre>

 </li>

 <li>

 <p>

 <strong>Restart Tomcat</strong>

 </p>


 <p>
             Restart Tomcat to load the Lenya webapp.
           </p>

 </li>


 <li>

 <p>

 <strong>Test the installation</strong>

 </p>


 <p>

 <a href="http://localhost:8080/lenya">http://localhost:8080/lenya/</a>

 </p>

 </li>

 </ol>
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