Archivematica - User contributions [en]

Virtual appliance instructions

2012-09-18T20:43:40Z

Jessica: /* Using SFTP */

[[Main Page]] > Virtual appliance instructions

= Distribution as a Virtual Appliance =

Archivematica is distributed as a [http://en.wikipedia.org/wiki/Virtual_appliance virtual appliance] which integrates a number of software tools into one common virtual machine environment. A virtual appliance is one file containing a minimal operating system and server software. You can "play" this file with a free virtual machine player like VMware Player or Sun VirtualBox.

This allows Archivematica to be run on almost any workstation or server hardware without compromising the host machine's operating system or application software. At the same time, the virtual appliance is able to interact with any number of networked and/or external storage devices to allow for the flexible implementation of an archival storage and backup strategy.

*See the [[software]] page for a full list of the tools used in each system release.
*See the [[documentation]] page for instructions on how to use the virtual appliance to accomplish the system [[requirements]].
</br>

=Minimum hardware requirements=

*Processor: Intel core 2 or AMD Opteron
*Memory: 1 GB for the virtual appliance ('guest') operating system, i.e: if the 'host' operating system has 2 GB available, 1 GB needs to allocated to the 'guest'. Depending on the operating system, machines with less than 2 GB total memory will likely have trouble running Archivematica. Note that the default allocation setting in Archivematica is 512 MB; however, the more that is allocated the better the system will run. The setting can be changed once Archivematica is running.
*Hard Drive space: a minimum of 3 GB to test the system on a small scale (i.e. use the available test files or import a small set of test files); 12 GB or more for larger implementations

</br>

=Instructions for using the VM image in VirtualBox=

==Install Oracle Virtual Box==

*Archivematica uses the [http://en.wikipedia.org/wiki/Open_Virtualization_Format Open Virtualization Format] and has been tested with the free and open-source [http://www.sun.com/software/products/virtualbox/index.jsp Oracle Virtual Box ] virtualization platform.
*There are VirtualBox versions available for every major operating system.
**Download and install Oracle VirtualBox: [http://dlc.sun.com/virtualbox/vboxdownload.html http://dlc.sun.com/virtualbox/vboxdownload.html]. Note that if you are installing VirtualBox on Windows you will have to click through a number of warnings that you are attempting to install non-verified software.

==Download Archivematica ==

*[http://archivematica.org/download Download] the latest version of the Archivematica appliance.
*Unzip the Archivematica file. This should result in the following file appearing in an Archivematica folder:
**archivematica-0.9-beta.vmdk
[[File:extracting_archivmatica-vmdk-tbz.png]]
</br>
<div class="note">
<strong>Remember:</strong>
</br>
Be sure to take note of what location on your computer you choose to extract the file, so you can browse to it later when setting up the virtual appliance (instructions below).
</div>
</br>

== Start Archivematica virtual appliance ==

<ol>
<li>Open the Oracle VirtualBox virtual machine.</li>
<li>Click New</li>
<li>Click Next</li>
[[File:new_next_VMWizard.png]]
<li>Set the name and type OS type (archivematica, linux-ubuntu)</li>
[[File:2_VM_Name_OS_type.png]]
<li>Click Continue / Next</li>
<li>Set Memory to 1 GB (1024 MB) or higher</li>
[[File:3_set_memory.png]]
<li>Click Continue</li>
<li>Select 'Use existing hard disk' and browse to and select archivematica-0.9-beta.vmdk</li>
[[File:4_use_exist_hardisk_select_archivematica.png]]
<li>Click Continue. Review Summary and Click Create</li>
[[File:5_review_click_create.png]]
<li>The virtual box will open with Archivematica 0.9-beta listed on the left-hand side (in some cases "archivematica" will be listed on the left-hand side). Select Archivematica 0.9-beta and click Start (the green arrow in the menu).</li>
[[File:6_start_archivematica_VM.png]]

<div class="note"><strong>USB Warning at Startup?</strong>
</br>
[[File:error_USB_setup.png]]
</br>

Depending on the setup and configuration of your computer peripherals, you may get this warning the first time you try to launch the Archivematica virtual appliance. Don't worry - it has nothing to do with the installation. We suggest simply checking "Don't show this message again," clicking OK, and proceeding. If you do want some guidance on troubleshooting USB detection in the Virtualbox, you can look at Oracle's troubleshooting instructions for USB detection in Linux [http://www.virtualbox.org/manual/ch12.html#ts_usb-linux here].
</div>
</br>
<li>As the virtual appliance starts, you may have to select your machine from the list of available options. Hit return.
[[File:inside_the_VM.png]]
<li>The image should launch, showing you a Linux Ubuntu desktop Login screen using the user name ''demo'' and the password ''demo''. (on slower systems hitting return may cause the windows to reset, this is being addressed)</li>
[[File:archivematica_virtualapp_login.png]]
<li>From here it is suggested that you use your external browser to access the archivematica dashboard (see '''Ubuntu login reset issue''', below)</li>

* Log into the Archivematica dashboard using the user name ''demo'' and the password ''demo''.
* If your mouse pointer does not appear to be working in the virtual machine, click the letter f while holding down the right-hand control button. Do the same thing to switch back to using your mouse pointer outside the virtual box.

<li>Congratulations, you have a running copy of Archivematica! See [[Documentation]] for instructions on how to use the software.</li>
</ol>
</br>
<div class="note">
'''Important:'''</br> Archivematica may appear to crash when used as a virtual appliance. See Ubuntu login reset issue, below.
</div>

==Ubuntu login reset issue==
*Due to an issue with the Ubuntu 12.04.1 desktop, Archivematica may appear to crash when in use. The user will see a brief display of dingbat characters in the terminal, followed by a return to the Ubuntu login. Logging in will restore the dashboard and the user can continue processing. To avoid this issue, you can add settings to allow the Archivematica dashboard and ICA-AtoM to be accessed from your web browser, outside of the virtual machine. The steps are as follows:

<ol>
<li> Shut the virtual machine down if it is open.
<li> In virtualbox select the archivematica virtual machine and click on Settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default (this allows you to get to the internet); click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:selecting_host_only_adapter.png]]
</br>
<li> Start the virtual machine
<li> In your web browser, go to the url http://192.168.56.101/transfer/ (there is no need to login to the Archivematica virtual machine first). For ICA-AtoM, go to http://192.168.56.101/ica-atom/.
<li>Congratulations! You can now use both Archivematica and ICA-AtoM via your web browser.
</ol>

==Import files into virtual appliance (optional)==
If you want to use your own files in addition to the sample data provided, proceed with the following directions:

===Using SFTP===

It's possible to use [http://en.wikipedia.org/wiki/SSH_File_Transfer_Protocol SSH File Transfer Protocol] (SFTP), through an [http://en.wikipedia.org/wiki/FTP_client FTP client] to upload your own content from your computer to the virtual desktop where Archivematica is running:

<ol>
<li> While in virtualbox right click the archivematica virtualmachine and click settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default(this allows you to get to the internet), click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:Selecting_host_only_adapter.png]]
</br>
<li> Power up the archivematica virtualmachine
<li> Once in the xubuntu interface goto Applications > Accessories > Terminal

<div class="note">
<strong>Having trouble locating the Applications menu?<strong></br>
You can find applications by clicking on the little blue logo in the top left-hand corner of the virtual desktop: [[File:applications_menu_icon.png]]. Alternately, you can access the terminal by simply right-clicking anywhere in the virtual desktop, and selecting "Open terminal here."
</div>

[[File:applications_accessories_terminal.png]]
</br>

<li> Type the following in terminal (the password is demo) - this will take a minute and requires internet
<pre>sudo aptitude install ssh </pre>

<div class="note"> <strong>Update packages?</strong></br>
If the terminal asks you to update and/or install new packages, do so. Hit "y" and return. </br>
[[File:package_updates.png]]</br>

</div>
</br>

<li> type "ifconfig" in the terminal. You should see an IP address like '192.168.56.101' (likely eth1 interface)
<pre>
$ ifconfig
eth1 Link encap:Ethernet HWaddr fe:54:00:9d:92:64
inet addr:192.168.56.101 Bcast:192.168.56.255 Mask:255.255.255.0
inet6 addr: fe80::1c6b:7bff:fe07:ddb6/64 Scope:Link
UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
RX packets:24 errors:0 dropped:0 overruns:0 frame:0
TX packets:45 errors:0 dropped:0 overruns:0 carrier:0
collisions:0 txqueuelen:0
RX bytes:1400 (1.4 KB) TX bytes:5815 (5.8 KB)
</pre>

</br>
<li> From here, your machine should be connectable via SFTP. Download an SFTP client; a popular open-source option is [http://filezilla-project.org/ FileZilla], which works on Linux and Windows. If you are using Apple's OSX or higher, [http://cyberduck.ch/ Cyberduck] is reported to be a decent open-source SFTP client.

</br>
<div class="note"> <strong>SFTP 101: Whats am I setting up here?</strong></br>
[http://en.wikipedia.org/wiki/File_Transfer_Protocol File Transfer Protoco]l (FTP) "is a standard network protocol used to transfer files from one host or to another host over a TCP-based network, such as the Internet" (Wikipedia). In this case, you will be using SFTP to transfer your files, which is an FTP protocol that uses a [http://en.wikipedia.org/wiki/Secure_Shell Secure Shell (SSH)] extension for more secure data transmission. When you use FizeZilla or Cyberduck, you are using an [http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software FTP client]that provides a graphical user interface ([http://en.wikipedia.org/wiki/Graphical_user_interface GUI]) to allow you to move files easily from one host (in this case, your computer) to another (the virtual desktop).
</div>

<li> The connection information should be as follows
<pre>
username: demo
password: demo
IP/Hostname: 192.168.56.101 < results of ifconfig likely '192.168.56.*'
port: 22
destination folder: /home/demo/ < if this is not set you will have to navigate to /home/demo directory
</pre>
</br>
* Here is an example of setting up the connection information in <strong>FileZilla</strong>.

</br>
[[File:FileZilla_SFTP.png]]
</br>

* Note that the username, password, and host are all input into the top of the FileZilla browser.
* In FileZilla, your home computer's directory is displayed on the left hand side, while Archivematica's virtual appliance directory is on the right hand side. Once the connection is established, you can drag and drop content from one side to the other to upload content.
* If you require more support using FileZilla, please visit their documentation wiki [http://wiki.filezilla-project.org/Main_Page here].
* If you have dragged your content to the <strong>/home/demo </strong> folder, you can find your content in the Archivematica virtual appliance window by clicking on the "Home" icon on the desktop:
</br>
[[File:home_demo_filezilla.png]]
</br>
</br>
* Here is an example of setting up the connection information in <strong>Cyberduck</strong>:
[[File:CDconnect.png]]
*Cyberduck will only show one directory, so you may have to click on the Action button and select "Upload" to change the display and reveal Archivematica's directory.
[[File:CDhome-demo.png]]
*You will need to create a new folder inside an existing Media folder to upload your media files into. For example, double click on the arrow to open the "Pictures" folder and then create new folder in it and upload your digital images.
[[File:CDuploadfolder.png]]
*All further actions will occur in the <b>Archivematica dashboard</b> and instructions can be found in the User Manual under [https://www.archivematica.org/wiki/UM_transfer Transfer].
</br>

===Using Virtual Box Guest Additions===

#Run Jockey
#:<pre>sudo jockey-gtk</pre>
#Select Guest Additions from available drivers
#Restart

References
https://help.ubuntu.com/community/VirtualBox/SharedFolders
http://www.virtualbox.org/manual/ch04.html#sharedfolders

==Turn off virtual machine==
*At the end of your session, turn off the VirtualBox virtual machine by going to Machine > Close > and selecting one of the three shutdown options. It is best to choose either "Save the machine state" or "Send the shutdown signal". This is from the VirtualBox help manual:

<blockquote>3.4.3. Saving the state of the machine</blockquote>

<blockquote>When you click on the "Close" button of your virtual machine window (at the top right of the window, just like you would close any other window on your system) (or press the Host key together with "Q"), VirtualBox asks you whether you want to "save" or "power off" the VM.</blockquote>

<blockquote>The difference between these three options is crucial. They mean:</blockquote>

<blockquote>Save the machine state: With this option, VirtualBox "freezes" the virtual machine by completely saving its state to your local disk. When you later resume the VM (by again clicking the "Start" button in the VirtualBox main window), you will find that the VM continues exactly where it was left off. All your programs will still be open, and your computer resumes operation.</blockquote>

<blockquote>Saving the state of a virtual machine is thus in some ways similar to suspending a laptop computer (e.g. by closing its lid).</blockquote>

<blockquote>Send the shutdown signal. This will send an ACPI shutdown signal to the virtual machine, which has the same effect as if you had pressed the power button on a real computer. So long as a fairly modern operating system is installed and running in the VM, this should trigger a proper shutdown mechanism in the VM.</blockquote>

<blockquote>Power off the machine: With this option, VirtualBox also stops running the virtual machine, but without saving its state.</blockquote>

<blockquote>This is equivalent to pulling the power plug on a real computer without shutting it down properly. If you start the machine again after powering it off, your operating system will have to reboot completely and may begin a lengthy check of its (virtual) system disks.</blockquote>

<blockquote>As a result, this should not normally be done, since it can potentially cause data loss or an inconsistent state of the guest system on disk.</blockquote>

<blockquote>The "Discard" button in the main VirtualBox window discards a virtual machine's saved state. This has the same effect as powering it off, and the same warnings apply.</blockquote>

Virtual appliance instructions

2012-09-18T20:39:58Z

Jessica: /* Using SFTP */

[[Main Page]] > Virtual appliance instructions

= Distribution as a Virtual Appliance =

Archivematica is distributed as a [http://en.wikipedia.org/wiki/Virtual_appliance virtual appliance] which integrates a number of software tools into one common virtual machine environment. A virtual appliance is one file containing a minimal operating system and server software. You can "play" this file with a free virtual machine player like VMware Player or Sun VirtualBox.

This allows Archivematica to be run on almost any workstation or server hardware without compromising the host machine's operating system or application software. At the same time, the virtual appliance is able to interact with any number of networked and/or external storage devices to allow for the flexible implementation of an archival storage and backup strategy.

*See the [[software]] page for a full list of the tools used in each system release.
*See the [[documentation]] page for instructions on how to use the virtual appliance to accomplish the system [[requirements]].
</br>

=Minimum hardware requirements=

*Processor: Intel core 2 or AMD Opteron
*Memory: 1 GB for the virtual appliance ('guest') operating system, i.e: if the 'host' operating system has 2 GB available, 1 GB needs to allocated to the 'guest'. Depending on the operating system, machines with less than 2 GB total memory will likely have trouble running Archivematica. Note that the default allocation setting in Archivematica is 512 MB; however, the more that is allocated the better the system will run. The setting can be changed once Archivematica is running.
*Hard Drive space: a minimum of 3 GB to test the system on a small scale (i.e. use the available test files or import a small set of test files); 12 GB or more for larger implementations

</br>

=Instructions for using the VM image in VirtualBox=

==Install Oracle Virtual Box==

*Archivematica uses the [http://en.wikipedia.org/wiki/Open_Virtualization_Format Open Virtualization Format] and has been tested with the free and open-source [http://www.sun.com/software/products/virtualbox/index.jsp Oracle Virtual Box ] virtualization platform.
*There are VirtualBox versions available for every major operating system.
**Download and install Oracle VirtualBox: [http://dlc.sun.com/virtualbox/vboxdownload.html http://dlc.sun.com/virtualbox/vboxdownload.html]. Note that if you are installing VirtualBox on Windows you will have to click through a number of warnings that you are attempting to install non-verified software.

==Download Archivematica ==

*[http://archivematica.org/download Download] the latest version of the Archivematica appliance.
*Unzip the Archivematica file. This should result in the following file appearing in an Archivematica folder:
**archivematica-0.9-beta.vmdk
[[File:extracting_archivmatica-vmdk-tbz.png]]
</br>
<div class="note">
<strong>Remember:</strong>
</br>
Be sure to take note of what location on your computer you choose to extract the file, so you can browse to it later when setting up the virtual appliance (instructions below).
</div>
</br>

== Start Archivematica virtual appliance ==

<ol>
<li>Open the Oracle VirtualBox virtual machine.</li>
<li>Click New</li>
<li>Click Next</li>
[[File:new_next_VMWizard.png]]
<li>Set the name and type OS type (archivematica, linux-ubuntu)</li>
[[File:2_VM_Name_OS_type.png]]
<li>Click Continue / Next</li>
<li>Set Memory to 1 GB (1024 MB) or higher</li>
[[File:3_set_memory.png]]
<li>Click Continue</li>
<li>Select 'Use existing hard disk' and browse to and select archivematica-0.9-beta.vmdk</li>
[[File:4_use_exist_hardisk_select_archivematica.png]]
<li>Click Continue. Review Summary and Click Create</li>
[[File:5_review_click_create.png]]
<li>The virtual box will open with Archivematica 0.9-beta listed on the left-hand side (in some cases "archivematica" will be listed on the left-hand side). Select Archivematica 0.9-beta and click Start (the green arrow in the menu).</li>
[[File:6_start_archivematica_VM.png]]

<div class="note"><strong>USB Warning at Startup?</strong>
</br>
[[File:error_USB_setup.png]]
</br>

Depending on the setup and configuration of your computer peripherals, you may get this warning the first time you try to launch the Archivematica virtual appliance. Don't worry - it has nothing to do with the installation. We suggest simply checking "Don't show this message again," clicking OK, and proceeding. If you do want some guidance on troubleshooting USB detection in the Virtualbox, you can look at Oracle's troubleshooting instructions for USB detection in Linux [http://www.virtualbox.org/manual/ch12.html#ts_usb-linux here].
</div>
</br>
<li>As the virtual appliance starts, you may have to select your machine from the list of available options. Hit return.
[[File:inside_the_VM.png]]
<li>The image should launch, showing you a Linux Ubuntu desktop Login screen using the user name ''demo'' and the password ''demo''. (on slower systems hitting return may cause the windows to reset, this is being addressed)</li>
[[File:archivematica_virtualapp_login.png]]
<li>From here it is suggested that you use your external browser to access the archivematica dashboard (see '''Ubuntu login reset issue''', below)</li>

* Log into the Archivematica dashboard using the user name ''demo'' and the password ''demo''.
* If your mouse pointer does not appear to be working in the virtual machine, click the letter f while holding down the right-hand control button. Do the same thing to switch back to using your mouse pointer outside the virtual box.

<li>Congratulations, you have a running copy of Archivematica! See [[Documentation]] for instructions on how to use the software.</li>
</ol>
</br>
<div class="note">
'''Important:'''</br> Archivematica may appear to crash when used as a virtual appliance. See Ubuntu login reset issue, below.
</div>

==Ubuntu login reset issue==
*Due to an issue with the Ubuntu 12.04.1 desktop, Archivematica may appear to crash when in use. The user will see a brief display of dingbat characters in the terminal, followed by a return to the Ubuntu login. Logging in will restore the dashboard and the user can continue processing. To avoid this issue, you can add settings to allow the Archivematica dashboard and ICA-AtoM to be accessed from your web browser, outside of the virtual machine. The steps are as follows:

<ol>
<li> Shut the virtual machine down if it is open.
<li> In virtualbox select the archivematica virtual machine and click on Settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default (this allows you to get to the internet); click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:selecting_host_only_adapter.png]]
</br>
<li> Start the virtual machine
<li> In your web browser, go to the url http://192.168.56.101/transfer/ (there is no need to login to the Archivematica virtual machine first). For ICA-AtoM, go to http://192.168.56.101/ica-atom/.
<li>Congratulations! You can now use both Archivematica and ICA-AtoM via your web browser.
</ol>

==Import files into virtual appliance (optional)==
If you want to use your own files in addition to the sample data provided, proceed with the following directions:

===Using SFTP===

It's possible to use [http://en.wikipedia.org/wiki/SSH_File_Transfer_Protocol SSH File Transfer Protocol] (SFTP), through an [http://en.wikipedia.org/wiki/FTP_client FTP client] to upload your own content from your computer to the virtual desktop where Archivematica is running:

<ol>
<li> While in virtualbox right click the archivematica virtualmachine and click settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default(this allows you to get to the internet), click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:Selecting_host_only_adapter.png]]
</br>
<li> Power up the archivematica virtualmachine
<li> Once in the xubuntu interface goto Applications > Accessories > Terminal

<div class="note">
<strong>Having trouble locating the Applications menu?<strong></br>
You can find applications by clicking on the little blue logo in the top left-hand corner of the virtual desktop: [[File:applications_menu_icon.png]]. Alternately, you can access the terminal by simply right-clicking anywhere in the virtual desktop, and selecting "Open terminal here."
</div>

[[File:applications_accessories_terminal.png]]
</br>

<li> Type the following in terminal (the password is demo) - this will take a minute and requires internet
<pre>sudo aptitude install ssh </pre>

<div class="note"> <strong>Update packages?</strong></br>
If the terminal asks you to update and/or install new packages, do so. Hit "y" and return. </br>
[[File:package_updates.png]]</br>

</div>
</br>

<li> type "ifconfig" in the terminal. You should see an IP address like '192.168.56.101' (likely eth1 interface)
<pre>
$ ifconfig
eth1 Link encap:Ethernet HWaddr fe:54:00:9d:92:64
inet addr:192.168.56.101 Bcast:192.168.56.255 Mask:255.255.255.0
inet6 addr: fe80::1c6b:7bff:fe07:ddb6/64 Scope:Link
UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
RX packets:24 errors:0 dropped:0 overruns:0 frame:0
TX packets:45 errors:0 dropped:0 overruns:0 carrier:0
collisions:0 txqueuelen:0
RX bytes:1400 (1.4 KB) TX bytes:5815 (5.8 KB)
</pre>

</br>
<li> From here, your machine should be connectable via SFTP. Download an SFTP client; a popular open-source option is [http://filezilla-project.org/ FileZilla], which works on Linux and Windows. If you are using Apple's OSX or higher, [http://cyberduck.ch/ Cyberduck] is reported to be a decent open-source SFTP client.

</br>
<div class="note"> <strong>SFTP 101: Whats am I setting up here?</strong></br>
[http://en.wikipedia.org/wiki/File_Transfer_Protocol File Transfer Protoco]l (FTP) "is a standard network protocol used to transfer files from one host or to another host over a TCP-based network, such as the Internet" (Wikipedia). In this case, you will be using SFTP to transfer your files, which is an FTP protocol that uses a [http://en.wikipedia.org/wiki/Secure_Shell Secure Shell (SSH)] extension for more secure data transmission. When you use FizeZilla or Cyberduck, you are using an [http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software FTP client]that provides a graphical user interface ([http://en.wikipedia.org/wiki/Graphical_user_interface GUI]) to allow you to move files easily from one host (in this case, your computer) to another (the virtual desktop).
</div>

<li> The connection information should be as follows
<pre>
username: demo
password: demo
IP/Hostname: 192.168.56.101 < results of ifconfig likely '192.168.56.*'
port: 22
destination folder: /home/demo/ < if this is not set you will have to navigate to /home/demo directory
</pre>
</br>
* Here is an example of setting up the connection information in <strong>FileZilla</strong>.

</br>
[[File:FileZilla_SFTP.png]]
</br>

* Note that the username, password, and host are all input into the top of the FileZilla browser.
* In FileZilla, your home computer's directory is displayed on the left hand side, while Archivematica's virtual appliance directory is on the right hand side. Once the connection is established, you can drag and drop content from one side to the other to upload content.
* If you require more support using FileZilla, please visit their documentation wiki [http://wiki.filezilla-project.org/Main_Page here].
* If you have dragged your content to the <strong>/home/demo </strong> folder, you can find your content in the Archivematica virtual appliance window by clicking on the "Home" icon on the desktop:
</br>
[[File:home_demo_filezilla.png]]
</br>
</br>
* Here is an example of setting up the connection information in <strong>Cyberduck</strong>:
[[File:CDconnect.png]]
*Cyberduck will only show one directory, so you may have to click on the Action button and select "Upload" to change the display and reveal Archivematica's directory.
[[File:CDhome-demo.png]]
*You will need to create a new folder inside an existing Media folder to upload your media files into. For example, double click on the arrow to open the "Pictures" folder and then create new folder in it and upload your digital images.
[[File:CDuploadfolder.png]]
*All further actions will occur in the <b>Archivematica dashboard</b>:
*Select the Transfer tab from the top menu bar.
**Select Transfer source directories from the left-hand hyperlink menu
***From here you will navigate to /home/demo/ directory until you locate your new folder. Archivematica does not select single files, only folders. By adding your new folder to the Transfer source directory, Archivematica is able to locate your uploaded digital objects. (At this point in the process you are ready to begin Ingest. Please refer to the User Manual).

</br>

===Using Virtual Box Guest Additions===

#Run Jockey
#:<pre>sudo jockey-gtk</pre>
#Select Guest Additions from available drivers
#Restart

References
https://help.ubuntu.com/community/VirtualBox/SharedFolders
http://www.virtualbox.org/manual/ch04.html#sharedfolders

==Turn off virtual machine==
*At the end of your session, turn off the VirtualBox virtual machine by going to Machine > Close > and selecting one of the three shutdown options. It is best to choose either "Save the machine state" or "Send the shutdown signal". This is from the VirtualBox help manual:

<blockquote>3.4.3. Saving the state of the machine</blockquote>

<blockquote>When you click on the "Close" button of your virtual machine window (at the top right of the window, just like you would close any other window on your system) (or press the Host key together with "Q"), VirtualBox asks you whether you want to "save" or "power off" the VM.</blockquote>

<blockquote>The difference between these three options is crucial. They mean:</blockquote>

<blockquote>Save the machine state: With this option, VirtualBox "freezes" the virtual machine by completely saving its state to your local disk. When you later resume the VM (by again clicking the "Start" button in the VirtualBox main window), you will find that the VM continues exactly where it was left off. All your programs will still be open, and your computer resumes operation.</blockquote>

<blockquote>Saving the state of a virtual machine is thus in some ways similar to suspending a laptop computer (e.g. by closing its lid).</blockquote>

<blockquote>Send the shutdown signal. This will send an ACPI shutdown signal to the virtual machine, which has the same effect as if you had pressed the power button on a real computer. So long as a fairly modern operating system is installed and running in the VM, this should trigger a proper shutdown mechanism in the VM.</blockquote>

<blockquote>Power off the machine: With this option, VirtualBox also stops running the virtual machine, but without saving its state.</blockquote>

<blockquote>This is equivalent to pulling the power plug on a real computer without shutting it down properly. If you start the machine again after powering it off, your operating system will have to reboot completely and may begin a lengthy check of its (virtual) system disks.</blockquote>

<blockquote>As a result, this should not normally be done, since it can potentially cause data loss or an inconsistent state of the guest system on disk.</blockquote>

<blockquote>The "Discard" button in the main VirtualBox window discards a virtual machine's saved state. This has the same effect as powering it off, and the same warnings apply.</blockquote>

File:CDuploadfolder.png

2012-09-18T20:39:03Z

Jessica:

File:CDhome-demo.png

2012-09-18T20:38:34Z

Jessica:

Virtual appliance instructions

2012-09-18T20:38:17Z

Jessica: /* Using SFTP */

[[Main Page]] > Virtual appliance instructions

= Distribution as a Virtual Appliance =

Archivematica is distributed as a [http://en.wikipedia.org/wiki/Virtual_appliance virtual appliance] which integrates a number of software tools into one common virtual machine environment. A virtual appliance is one file containing a minimal operating system and server software. You can "play" this file with a free virtual machine player like VMware Player or Sun VirtualBox.

This allows Archivematica to be run on almost any workstation or server hardware without compromising the host machine's operating system or application software. At the same time, the virtual appliance is able to interact with any number of networked and/or external storage devices to allow for the flexible implementation of an archival storage and backup strategy.

*See the [[software]] page for a full list of the tools used in each system release.
*See the [[documentation]] page for instructions on how to use the virtual appliance to accomplish the system [[requirements]].
</br>

=Minimum hardware requirements=

*Processor: Intel core 2 or AMD Opteron
*Memory: 1 GB for the virtual appliance ('guest') operating system, i.e: if the 'host' operating system has 2 GB available, 1 GB needs to allocated to the 'guest'. Depending on the operating system, machines with less than 2 GB total memory will likely have trouble running Archivematica. Note that the default allocation setting in Archivematica is 512 MB; however, the more that is allocated the better the system will run. The setting can be changed once Archivematica is running.
*Hard Drive space: a minimum of 3 GB to test the system on a small scale (i.e. use the available test files or import a small set of test files); 12 GB or more for larger implementations

</br>

=Instructions for using the VM image in VirtualBox=

==Install Oracle Virtual Box==

*Archivematica uses the [http://en.wikipedia.org/wiki/Open_Virtualization_Format Open Virtualization Format] and has been tested with the free and open-source [http://www.sun.com/software/products/virtualbox/index.jsp Oracle Virtual Box ] virtualization platform.
*There are VirtualBox versions available for every major operating system.
**Download and install Oracle VirtualBox: [http://dlc.sun.com/virtualbox/vboxdownload.html http://dlc.sun.com/virtualbox/vboxdownload.html]. Note that if you are installing VirtualBox on Windows you will have to click through a number of warnings that you are attempting to install non-verified software.

==Download Archivematica ==

*[http://archivematica.org/download Download] the latest version of the Archivematica appliance.
*Unzip the Archivematica file. This should result in the following file appearing in an Archivematica folder:
**archivematica-0.9-beta.vmdk
[[File:extracting_archivmatica-vmdk-tbz.png]]
</br>
<div class="note">
<strong>Remember:</strong>
</br>
Be sure to take note of what location on your computer you choose to extract the file, so you can browse to it later when setting up the virtual appliance (instructions below).
</div>
</br>

== Start Archivematica virtual appliance ==

<ol>
<li>Open the Oracle VirtualBox virtual machine.</li>
<li>Click New</li>
<li>Click Next</li>
[[File:new_next_VMWizard.png]]
<li>Set the name and type OS type (archivematica, linux-ubuntu)</li>
[[File:2_VM_Name_OS_type.png]]
<li>Click Continue / Next</li>
<li>Set Memory to 1 GB (1024 MB) or higher</li>
[[File:3_set_memory.png]]
<li>Click Continue</li>
<li>Select 'Use existing hard disk' and browse to and select archivematica-0.9-beta.vmdk</li>
[[File:4_use_exist_hardisk_select_archivematica.png]]
<li>Click Continue. Review Summary and Click Create</li>
[[File:5_review_click_create.png]]
<li>The virtual box will open with Archivematica 0.9-beta listed on the left-hand side (in some cases "archivematica" will be listed on the left-hand side). Select Archivematica 0.9-beta and click Start (the green arrow in the menu).</li>
[[File:6_start_archivematica_VM.png]]

<div class="note"><strong>USB Warning at Startup?</strong>
</br>
[[File:error_USB_setup.png]]
</br>

Depending on the setup and configuration of your computer peripherals, you may get this warning the first time you try to launch the Archivematica virtual appliance. Don't worry - it has nothing to do with the installation. We suggest simply checking "Don't show this message again," clicking OK, and proceeding. If you do want some guidance on troubleshooting USB detection in the Virtualbox, you can look at Oracle's troubleshooting instructions for USB detection in Linux [http://www.virtualbox.org/manual/ch12.html#ts_usb-linux here].
</div>
</br>
<li>As the virtual appliance starts, you may have to select your machine from the list of available options. Hit return.
[[File:inside_the_VM.png]]
<li>The image should launch, showing you a Linux Ubuntu desktop Login screen using the user name ''demo'' and the password ''demo''. (on slower systems hitting return may cause the windows to reset, this is being addressed)</li>
[[File:archivematica_virtualapp_login.png]]
<li>From here it is suggested that you use your external browser to access the archivematica dashboard (see '''Ubuntu login reset issue''', below)</li>

* Log into the Archivematica dashboard using the user name ''demo'' and the password ''demo''.
* If your mouse pointer does not appear to be working in the virtual machine, click the letter f while holding down the right-hand control button. Do the same thing to switch back to using your mouse pointer outside the virtual box.

<li>Congratulations, you have a running copy of Archivematica! See [[Documentation]] for instructions on how to use the software.</li>
</ol>
</br>
<div class="note">
'''Important:'''</br> Archivematica may appear to crash when used as a virtual appliance. See Ubuntu login reset issue, below.
</div>

==Ubuntu login reset issue==
*Due to an issue with the Ubuntu 12.04.1 desktop, Archivematica may appear to crash when in use. The user will see a brief display of dingbat characters in the terminal, followed by a return to the Ubuntu login. Logging in will restore the dashboard and the user can continue processing. To avoid this issue, you can add settings to allow the Archivematica dashboard and ICA-AtoM to be accessed from your web browser, outside of the virtual machine. The steps are as follows:

<ol>
<li> Shut the virtual machine down if it is open.
<li> In virtualbox select the archivematica virtual machine and click on Settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default (this allows you to get to the internet); click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:selecting_host_only_adapter.png]]
</br>
<li> Start the virtual machine
<li> In your web browser, go to the url http://192.168.56.101/transfer/ (there is no need to login to the Archivematica virtual machine first). For ICA-AtoM, go to http://192.168.56.101/ica-atom/.
<li>Congratulations! You can now use both Archivematica and ICA-AtoM via your web browser.
</ol>

==Import files into virtual appliance (optional)==
If you want to use your own files in addition to the sample data provided, proceed with the following directions:

===Using SFTP===

It's possible to use [http://en.wikipedia.org/wiki/SSH_File_Transfer_Protocol SSH File Transfer Protocol] (SFTP), through an [http://en.wikipedia.org/wiki/FTP_client FTP client] to upload your own content from your computer to the virtual desktop where Archivematica is running:

<ol>
<li> While in virtualbox right click the archivematica virtualmachine and click settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default(this allows you to get to the internet), click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:Selecting_host_only_adapter.png]]
</br>
<li> Power up the archivematica virtualmachine
<li> Once in the xubuntu interface goto Applications > Accessories > Terminal

<div class="note">
<strong>Having trouble locating the Applications menu?<strong></br>
You can find applications by clicking on the little blue logo in the top left-hand corner of the virtual desktop: [[File:applications_menu_icon.png]]. Alternately, you can access the terminal by simply right-clicking anywhere in the virtual desktop, and selecting "Open terminal here."
</div>

[[File:applications_accessories_terminal.png]]
</br>

<li> Type the following in terminal (the password is demo) - this will take a minute and requires internet
<pre>sudo aptitude install ssh </pre>

<div class="note"> <strong>Update packages?</strong></br>
If the terminal asks you to update and/or install new packages, do so. Hit "y" and return. </br>
[[File:package_updates.png]]</br>

</div>
</br>

<li> type "ifconfig" in the terminal. You should see an IP address like '192.168.56.101' (likely eth1 interface)
<pre>
$ ifconfig
eth1 Link encap:Ethernet HWaddr fe:54:00:9d:92:64
inet addr:192.168.56.101 Bcast:192.168.56.255 Mask:255.255.255.0
inet6 addr: fe80::1c6b:7bff:fe07:ddb6/64 Scope:Link
UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
RX packets:24 errors:0 dropped:0 overruns:0 frame:0
TX packets:45 errors:0 dropped:0 overruns:0 carrier:0
collisions:0 txqueuelen:0
RX bytes:1400 (1.4 KB) TX bytes:5815 (5.8 KB)
</pre>

</br>
<li> From here, your machine should be connectable via SFTP. Download an SFTP client; a popular open-source option is [http://filezilla-project.org/ FileZilla], which works on Linux and Windows. If you are using Apple's OSX or higher, [http://cyberduck.ch/ Cyberduck] is reported to be a decent open-source SFTP client.

</br>
<div class="note"> <strong>SFTP 101: Whats am I setting up here?</strong></br>
[http://en.wikipedia.org/wiki/File_Transfer_Protocol File Transfer Protoco]l (FTP) "is a standard network protocol used to transfer files from one host or to another host over a TCP-based network, such as the Internet" (Wikipedia). In this case, you will be using SFTP to transfer your files, which is an FTP protocol that uses a [http://en.wikipedia.org/wiki/Secure_Shell Secure Shell (SSH)] extension for more secure data transmission. When you use FizeZilla or Cyberduck, you are using an [http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software FTP client]that provides a graphical user interface ([http://en.wikipedia.org/wiki/Graphical_user_interface GUI]) to allow you to move files easily from one host (in this case, your computer) to another (the virtual desktop).
</div>

<li> The connection information should be as follows
<pre>
username: demo
password: demo
IP/Hostname: 192.168.56.101 < results of ifconfig likely '192.168.56.*'
port: 22
destination folder: /home/demo/ < if this is not set you will have to navigate to /home/demo directory
</pre>
</br>
* Here is an example of setting up the connection information in <strong>FileZilla</strong>.

</br>
[[File:FileZilla_SFTP.png]]
</br>

* Note that the username, password, and host are all input into the top of the FileZilla browser.
* In FileZilla, your home computer's directory is displayed on the left hand side, while Archivematica's virtual appliance directory is on the right hand side. Once the connection is established, you can drag and drop content from one side to the other to upload content.
* If you require more support using FileZilla, please visit their documentation wiki [http://wiki.filezilla-project.org/Main_Page here].
* If you have dragged your content to the <strong>/home/demo </strong> folder, you can find your content in the Archivematica virtual appliance window by clicking on the "Home" icon on the desktop:
</br>
[[File:home_demo_filezilla.png]]
</br>
</br>
* Here is an example of setting up the connection information in <strong>Cyberduck</strong>:
[[File:CDconnect.png]]
*Cyberduck will only show one directory, so you may have to click on the Action button and select "Upload" to change the display and reveal Archivematica's directory.
[[File:CDhome-demo.png]]
*You will need to create a new folder inside an existing Media folder to upload your media files into. For example, double click on the arrow to open the "Pictures" folder and then create new folder in it and upload your digital images.
[[File:CDuploadfolder.png]]
*All other actions will occur in the <b>Archivematica dashboard</b>:
*Select the Transfer tab from the top menu bar.
**Select Transfer source directories from the left-hand hyperlink menu
***From here you will navigate to /home/demo/ directory until you locate your new folder. Archivematica does not select single files, only folders. By adding your new folder to the Transfer source directory, Archivematica is able to locate your uploaded digital objects. (At this point in the process you are ready to begin Ingest. Please refer to the User Manual).

</br>

===Using Virtual Box Guest Additions===

#Run Jockey
#:<pre>sudo jockey-gtk</pre>
#Select Guest Additions from available drivers
#Restart

References
https://help.ubuntu.com/community/VirtualBox/SharedFolders
http://www.virtualbox.org/manual/ch04.html#sharedfolders

==Turn off virtual machine==
*At the end of your session, turn off the VirtualBox virtual machine by going to Machine > Close > and selecting one of the three shutdown options. It is best to choose either "Save the machine state" or "Send the shutdown signal". This is from the VirtualBox help manual:

<blockquote>3.4.3. Saving the state of the machine</blockquote>

<blockquote>When you click on the "Close" button of your virtual machine window (at the top right of the window, just like you would close any other window on your system) (or press the Host key together with "Q"), VirtualBox asks you whether you want to "save" or "power off" the VM.</blockquote>

<blockquote>The difference between these three options is crucial. They mean:</blockquote>

<blockquote>Save the machine state: With this option, VirtualBox "freezes" the virtual machine by completely saving its state to your local disk. When you later resume the VM (by again clicking the "Start" button in the VirtualBox main window), you will find that the VM continues exactly where it was left off. All your programs will still be open, and your computer resumes operation.</blockquote>

<blockquote>Saving the state of a virtual machine is thus in some ways similar to suspending a laptop computer (e.g. by closing its lid).</blockquote>

<blockquote>Send the shutdown signal. This will send an ACPI shutdown signal to the virtual machine, which has the same effect as if you had pressed the power button on a real computer. So long as a fairly modern operating system is installed and running in the VM, this should trigger a proper shutdown mechanism in the VM.</blockquote>

<blockquote>Power off the machine: With this option, VirtualBox also stops running the virtual machine, but without saving its state.</blockquote>

<blockquote>This is equivalent to pulling the power plug on a real computer without shutting it down properly. If you start the machine again after powering it off, your operating system will have to reboot completely and may begin a lengthy check of its (virtual) system disks.</blockquote>

<blockquote>As a result, this should not normally be done, since it can potentially cause data loss or an inconsistent state of the guest system on disk.</blockquote>

<blockquote>The "Discard" button in the main VirtualBox window discards a virtual machine's saved state. This has the same effect as powering it off, and the same warnings apply.</blockquote>

File:CDconnect.png

2012-09-18T20:36:25Z

Jessica:

Virtual appliance instructions

2012-09-18T20:35:53Z

Jessica: /* Using SFTP */

[[Main Page]] > Virtual appliance instructions

= Distribution as a Virtual Appliance =

Archivematica is distributed as a [http://en.wikipedia.org/wiki/Virtual_appliance virtual appliance] which integrates a number of software tools into one common virtual machine environment. A virtual appliance is one file containing a minimal operating system and server software. You can "play" this file with a free virtual machine player like VMware Player or Sun VirtualBox.

This allows Archivematica to be run on almost any workstation or server hardware without compromising the host machine's operating system or application software. At the same time, the virtual appliance is able to interact with any number of networked and/or external storage devices to allow for the flexible implementation of an archival storage and backup strategy.

*See the [[software]] page for a full list of the tools used in each system release.
*See the [[documentation]] page for instructions on how to use the virtual appliance to accomplish the system [[requirements]].
</br>

=Minimum hardware requirements=

*Processor: Intel core 2 or AMD Opteron
*Memory: 1 GB for the virtual appliance ('guest') operating system, i.e: if the 'host' operating system has 2 GB available, 1 GB needs to allocated to the 'guest'. Depending on the operating system, machines with less than 2 GB total memory will likely have trouble running Archivematica. Note that the default allocation setting in Archivematica is 512 MB; however, the more that is allocated the better the system will run. The setting can be changed once Archivematica is running.
*Hard Drive space: a minimum of 3 GB to test the system on a small scale (i.e. use the available test files or import a small set of test files); 12 GB or more for larger implementations

</br>

=Instructions for using the VM image in VirtualBox=

==Install Oracle Virtual Box==

*Archivematica uses the [http://en.wikipedia.org/wiki/Open_Virtualization_Format Open Virtualization Format] and has been tested with the free and open-source [http://www.sun.com/software/products/virtualbox/index.jsp Oracle Virtual Box ] virtualization platform.
*There are VirtualBox versions available for every major operating system.
**Download and install Oracle VirtualBox: [http://dlc.sun.com/virtualbox/vboxdownload.html http://dlc.sun.com/virtualbox/vboxdownload.html]. Note that if you are installing VirtualBox on Windows you will have to click through a number of warnings that you are attempting to install non-verified software.

==Download Archivematica ==

*[http://archivematica.org/download Download] the latest version of the Archivematica appliance.
*Unzip the Archivematica file. This should result in the following file appearing in an Archivematica folder:
**archivematica-0.9-beta.vmdk
[[File:extracting_archivmatica-vmdk-tbz.png]]
</br>
<div class="note">
<strong>Remember:</strong>
</br>
Be sure to take note of what location on your computer you choose to extract the file, so you can browse to it later when setting up the virtual appliance (instructions below).
</div>
</br>

== Start Archivematica virtual appliance ==

<ol>
<li>Open the Oracle VirtualBox virtual machine.</li>
<li>Click New</li>
<li>Click Next</li>
[[File:new_next_VMWizard.png]]
<li>Set the name and type OS type (archivematica, linux-ubuntu)</li>
[[File:2_VM_Name_OS_type.png]]
<li>Click Continue / Next</li>
<li>Set Memory to 1 GB (1024 MB) or higher</li>
[[File:3_set_memory.png]]
<li>Click Continue</li>
<li>Select 'Use existing hard disk' and browse to and select archivematica-0.9-beta.vmdk</li>
[[File:4_use_exist_hardisk_select_archivematica.png]]
<li>Click Continue. Review Summary and Click Create</li>
[[File:5_review_click_create.png]]
<li>The virtual box will open with Archivematica 0.9-beta listed on the left-hand side (in some cases "archivematica" will be listed on the left-hand side). Select Archivematica 0.9-beta and click Start (the green arrow in the menu).</li>
[[File:6_start_archivematica_VM.png]]

<div class="note"><strong>USB Warning at Startup?</strong>
</br>
[[File:error_USB_setup.png]]
</br>

Depending on the setup and configuration of your computer peripherals, you may get this warning the first time you try to launch the Archivematica virtual appliance. Don't worry - it has nothing to do with the installation. We suggest simply checking "Don't show this message again," clicking OK, and proceeding. If you do want some guidance on troubleshooting USB detection in the Virtualbox, you can look at Oracle's troubleshooting instructions for USB detection in Linux [http://www.virtualbox.org/manual/ch12.html#ts_usb-linux here].
</div>
</br>
<li>As the virtual appliance starts, you may have to select your machine from the list of available options. Hit return.
[[File:inside_the_VM.png]]
<li>The image should launch, showing you a Linux Ubuntu desktop Login screen using the user name ''demo'' and the password ''demo''. (on slower systems hitting return may cause the windows to reset, this is being addressed)</li>
[[File:archivematica_virtualapp_login.png]]
<li>From here it is suggested that you use your external browser to access the archivematica dashboard (see '''Ubuntu login reset issue''', below)</li>

* Log into the Archivematica dashboard using the user name ''demo'' and the password ''demo''.
* If your mouse pointer does not appear to be working in the virtual machine, click the letter f while holding down the right-hand control button. Do the same thing to switch back to using your mouse pointer outside the virtual box.

<li>Congratulations, you have a running copy of Archivematica! See [[Documentation]] for instructions on how to use the software.</li>
</ol>
</br>
<div class="note">
'''Important:'''</br> Archivematica may appear to crash when used as a virtual appliance. See Ubuntu login reset issue, below.
</div>

==Ubuntu login reset issue==
*Due to an issue with the Ubuntu 12.04.1 desktop, Archivematica may appear to crash when in use. The user will see a brief display of dingbat characters in the terminal, followed by a return to the Ubuntu login. Logging in will restore the dashboard and the user can continue processing. To avoid this issue, you can add settings to allow the Archivematica dashboard and ICA-AtoM to be accessed from your web browser, outside of the virtual machine. The steps are as follows:

<ol>
<li> Shut the virtual machine down if it is open.
<li> In virtualbox select the archivematica virtual machine and click on Settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default (this allows you to get to the internet); click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:selecting_host_only_adapter.png]]
</br>
<li> Start the virtual machine
<li> In your web browser, go to the url http://192.168.56.101/transfer/ (there is no need to login to the Archivematica virtual machine first). For ICA-AtoM, go to http://192.168.56.101/ica-atom/.
<li>Congratulations! You can now use both Archivematica and ICA-AtoM via your web browser.
</ol>

==Import files into virtual appliance (optional)==
If you want to use your own files in addition to the sample data provided, proceed with the following directions:

===Using SFTP===

It's possible to use [http://en.wikipedia.org/wiki/SSH_File_Transfer_Protocol SSH File Transfer Protocol] (SFTP), through an [http://en.wikipedia.org/wiki/FTP_client FTP client] to upload your own content from your computer to the virtual desktop where Archivematica is running:

<ol>
<li> While in virtualbox right click the archivematica virtualmachine and click settings
<li> Click the 'Network' tab
<li> 'Adapter 1' should be set to NAT by default(this allows you to get to the internet), click on 'Adapter 2' tab
<li> Click enable adapter and set attached to 'host only adapter'
</br>
[[File:Selecting_host_only_adapter.png]]
</br>
<li> Power up the archivematica virtualmachine
<li> Once in the xubuntu interface goto Applications > Accessories > Terminal

<div class="note">
<strong>Having trouble locating the Applications menu?<strong></br>
You can find applications by clicking on the little blue logo in the top left-hand corner of the virtual desktop: [[File:applications_menu_icon.png]]. Alternately, you can access the terminal by simply right-clicking anywhere in the virtual desktop, and selecting "Open terminal here."
</div>

[[File:applications_accessories_terminal.png]]
</br>

<li> Type the following in terminal (the password is demo) - this will take a minute and requires internet
<pre>sudo aptitude install ssh </pre>

<div class="note"> <strong>Update packages?</strong></br>
If the terminal asks you to update and/or install new packages, do so. Hit "y" and return. </br>
[[File:package_updates.png]]</br>

</div>
</br>

<li> type "ifconfig" in the terminal. You should see an IP address like '192.168.56.101' (likely eth1 interface)
<pre>
$ ifconfig
eth1 Link encap:Ethernet HWaddr fe:54:00:9d:92:64
inet addr:192.168.56.101 Bcast:192.168.56.255 Mask:255.255.255.0
inet6 addr: fe80::1c6b:7bff:fe07:ddb6/64 Scope:Link
UP BROADCAST RUNNING MULTICAST MTU:1500 Metric:1
RX packets:24 errors:0 dropped:0 overruns:0 frame:0
TX packets:45 errors:0 dropped:0 overruns:0 carrier:0
collisions:0 txqueuelen:0
RX bytes:1400 (1.4 KB) TX bytes:5815 (5.8 KB)
</pre>

</br>
<li> From here, your machine should be connectable via SFTP. Download an SFTP client; a popular open-source option is [http://filezilla-project.org/ FileZilla], which works on Linux and Windows. If you are using Apple's OSX or higher, [http://cyberduck.ch/ Cyberduck] is reported to be a decent open-source SFTP client.

</br>
<div class="note"> <strong>SFTP 101: Whats am I setting up here?</strong></br>
[http://en.wikipedia.org/wiki/File_Transfer_Protocol File Transfer Protoco]l (FTP) "is a standard network protocol used to transfer files from one host or to another host over a TCP-based network, such as the Internet" (Wikipedia). In this case, you will be using SFTP to transfer your files, which is an FTP protocol that uses a [http://en.wikipedia.org/wiki/Secure_Shell Secure Shell (SSH)] extension for more secure data transmission. When you use FizeZilla or Cyberduck, you are using an [http://en.wikipedia.org/wiki/Comparison_of_FTP_client_software FTP client]that provides a graphical user interface ([http://en.wikipedia.org/wiki/Graphical_user_interface GUI]) to allow you to move files easily from one host (in this case, your computer) to another (the virtual desktop).
</div>

<li> The connection information should be as follows
<pre>
username: demo
password: demo
IP/Hostname: 192.168.56.101 < results of ifconfig likely '192.168.56.*'
port: 22
destination folder: /home/demo/ < if this is not set you will have to navigate to /home/demo directory
</pre>
</br>
* Here is an example of setting up the connection information in <strong>FileZilla</strong>.

</br>
[[File:FileZilla_SFTP.png]]
</br>

* Note that the username, password, and host are all input into the top of the FileZilla browser.
* In FileZilla, your home computer's directory is displayed on the left hand side, while Archivematica's virtual appliance directory is on the right hand side. Once the connection is established, you can drag and drop content from one side to the other to upload content.
* If you require more support using FileZilla, please visit their documentation wiki [http://wiki.filezilla-project.org/Main_Page here].
* If you have dragged your content to the <strong>/home/demo </strong> folder, you can find your content in the Archivematica virtual appliance window by clicking on the "Home" icon on the desktop:
</br>
[[File:home_demo_filezilla.png]]
</br>
</br>
* Here is an example of setting up the connection information in <strong>Cyberduck</strong>:
[[File:CDconnect.png]]
*Cyberduck will only show one directory, so you may have to click on the Action button and select "Upload" to change the display and reveal Archivematica's directory.
[[File:CDhome/demo.png]]
*You will need to create a new folder inside an existing Media folder to upload your media files into. For example, double click on the arrow to open the "Pictures" folder and then create new folder in it and upload your digital images.
[[File:CDuploadfolder.png]]
*All other actions will occur in the <b>Archivematica dashboard</b>:
*Select the Transfer tab from the top menu bar.
**Select Transfer source directories from the left-hand hyperlink menu
***From here you will navigate to /home/demo/ directory until you locate your new folder. Archivematica does not select single files, only folders. By adding your new folder to the Transfer source directory, Archivematica is able to locate your uploaded digital objects. (At this point in the process you are ready to begin Ingest. Please refer to the User Manual).

</br>

===Using Virtual Box Guest Additions===

#Run Jockey
#:<pre>sudo jockey-gtk</pre>
#Select Guest Additions from available drivers
#Restart

References
https://help.ubuntu.com/community/VirtualBox/SharedFolders
http://www.virtualbox.org/manual/ch04.html#sharedfolders

==Turn off virtual machine==
*At the end of your session, turn off the VirtualBox virtual machine by going to Machine > Close > and selecting one of the three shutdown options. It is best to choose either "Save the machine state" or "Send the shutdown signal". This is from the VirtualBox help manual:

<blockquote>3.4.3. Saving the state of the machine</blockquote>

<blockquote>When you click on the "Close" button of your virtual machine window (at the top right of the window, just like you would close any other window on your system) (or press the Host key together with "Q"), VirtualBox asks you whether you want to "save" or "power off" the VM.</blockquote>

<blockquote>The difference between these three options is crucial. They mean:</blockquote>

<blockquote>Save the machine state: With this option, VirtualBox "freezes" the virtual machine by completely saving its state to your local disk. When you later resume the VM (by again clicking the "Start" button in the VirtualBox main window), you will find that the VM continues exactly where it was left off. All your programs will still be open, and your computer resumes operation.</blockquote>

<blockquote>Saving the state of a virtual machine is thus in some ways similar to suspending a laptop computer (e.g. by closing its lid).</blockquote>

<blockquote>Send the shutdown signal. This will send an ACPI shutdown signal to the virtual machine, which has the same effect as if you had pressed the power button on a real computer. So long as a fairly modern operating system is installed and running in the VM, this should trigger a proper shutdown mechanism in the VM.</blockquote>

<blockquote>Power off the machine: With this option, VirtualBox also stops running the virtual machine, but without saving its state.</blockquote>

<blockquote>This is equivalent to pulling the power plug on a real computer without shutting it down properly. If you start the machine again after powering it off, your operating system will have to reboot completely and may begin a lengthy check of its (virtual) system disks.</blockquote>

<blockquote>As a result, this should not normally be done, since it can potentially cause data loss or an inconsistent state of the guest system on disk.</blockquote>

<blockquote>The "Discard" button in the main VirtualBox window discards a virtual machine's saved state. This has the same effect as powering it off, and the same warnings apply.</blockquote>

Virtual appliance instructions

2012-09-13T17:23:31Z

Jessica: /* Using SFTP */

Virtual appliance instructions

2012-09-13T17:22:27Z

Jessica: /* Using SFTP */

Virtual appliance instructions

2012-09-13T17:22:10Z

Jessica: /* Using SFTP */

Virtual appliance instructions

2012-09-13T17:14:10Z

Jessica: /* Import files into virtual appliance (optional) */

Virtual appliance instructions

2012-09-13T17:13:42Z

Jessica: /* Using SFTP */

Virtual appliance instructions

2012-09-12T22:58:32Z

Jessica: /* Start Archivematica virtual appliance */

Virtual appliance instructions

2012-09-12T21:46:26Z

Jessica: /* Start Archivematica virtual appliance */

Virtual appliance instructions

2012-09-12T21:44:34Z

Jessica: /* Start Archivematica virtual appliance */

Virtual appliance instructions

2012-09-12T21:43:55Z

Jessica: /* Start Archivematica virtual appliance */

Install-0.9-beta

2012-09-12T19:57:18Z

Jessica: /* Virtual appliance */

[[Main Page]] > [[Software]] > [[Install]] > Release 0.9-beta

There are multiple ways to install and use Archivematica 0.9-beta. Once it is installed, consult the [[User_Manual]] for user instructions.

= Virtual appliance =

1. What is a [[wikipedia:Virtual appliance|virtual appliance]]?

2. Download your preferred virtual appliance format:

* VirtualBox, VMware: [http://archivematica.org/downloads/archivematica-0.9-beta.vmdk.tbz archivematica-0.9-beta.vmdk.tbz] (1.8G)
** European mirror: [http://europe.artefactual.com/archivematica/archivematica-0.9-beta.vmdk.tbz archivematica-0.9-beta.vmdk.tbz] (1.8G)
** [http://www.archivematica.org/download/archivematica-0.9-beta.vmdk.torrent Torrent file]

To run a checksum on the .tbz file, select one of the following: ([http://archivematica.org/downloads/sha256.list sha256], [http://archivematica.org/downloads/md5sum.list md5sum]).

3. If you don't already have a virtual machine player, we recommend VirtualBox. See these [[Virtual appliance instructions]] on how to load your Archivematica virtual appliance using VirtualBox.

= Advanced =

These options require experience in linux and/or software development.

* Checkout from Subversion Repository
** This is an option for developers that want the ability to customize or enhance their own Archivematica installation and/or contribute code back to the Archivematica project. See the [[Development environment]] page for further instructions.
* Install from Packages on ubuntu
** Packages allow a user to quickly deploy a multinode environment, [http://archivematica.org/wiki/index.php?title=Multi_Node_Install How to install packages]

__NOTOC__

Install-0.9-beta

2012-09-12T19:56:50Z

Jessica: /* Virtual appliance */

[[Main Page]] > [[Software]] > [[Install]] > Release 0.9-beta

There are multiple ways to install and use Archivematica 0.9-beta. Once it is installed, consult the [[User_Manual]] for user instructions.

= Virtual appliance =

1. What is a [[wikipedia:Virtual appliance|virtual appliance]]?

2. Download your preferred virtual appliance format:

* VirtualBox, VMware: [http://archivematica.org/downloads/archivematica-0.9-beta.vmdk.tbz archivematica-0.9-beta.vmdk.tbz] (1.8G)
** European mirror: [http://europe.artefactual.com/archivematica/archivematica-0.9-beta.vmdk.tbz archivematica-0.9-beta.vmdk.tbz] (1.8G)
** [http://www.archivematica.org/download/archivematica-0.9-beta.vmdk.torrent Torrent file]

To run a checksum of the .tgz file, select one of the following: ([http://archivematica.org/downloads/sha256.list sha256], [http://archivematica.org/downloads/md5sum.list md5sum]).

3. If you don't already have a virtual machine player, we recommend VirtualBox. See these [[Virtual appliance instructions]] on how to load your Archivematica virtual appliance using VirtualBox.

= Advanced =

These options require experience in linux and/or software development.

* Checkout from Subversion Repository
** This is an option for developers that want the ability to customize or enhance their own Archivematica installation and/or contribute code back to the Archivematica project. See the [[Development environment]] page for further instructions.
* Install from Packages on ubuntu
** Packages allow a user to quickly deploy a multinode environment, [http://archivematica.org/wiki/index.php?title=Multi_Node_Install How to install packages]

__NOTOC__