This guide was written based in part on information found on  zitation.org (unreachable when I was writing this tutorial) as well as the indications found on zotero.org. Some steps may be unnecessary or wrong but keep in mind that this is a first version. Any help or comment is welcome.

Some items may seem obvious but I detail some steps not to forget my next installation. This installation was done on Ubuntu 10.10 desktop running in a virtual machine. This allows me to use an unmodified version of Zotero 2.1

• PHP
• PHP modules (?)
• Apache
• Apache modules/features: some sort of for PHP (?), virtual hosts support, mod_rewrite, auth (?)
• MySQL with root access
• MongoDB
• ability to configure /etc/hosts or DNS
• subversion client

• Solr
• Memcached
• Amazon S3
• Webdav

Download Zotero dataserver sources Use your subversion client to pull down the sources from Zotero’s repository. If using the command-line:
svn co https://www.zotero.org/svn/dataserver
 You’ll see the following layout (from here on references to zotero source paths will assume the root of dataserver/trunk)

dataserver/
          trunk/
               controllers
               htdocs
               include
               misc
               model
               processor
               tests
               tmp

These files can be anywhere but this guide will assume they are located in /home/UTILISATEUR/www-dev/dataserv ←- NOTE without the ‘trunk’ – in other words, the ‘include’ directory is at /home/UTILISATEUR/www-dev/dataserv/include.

We need to define two hostnames, the “sync” and “api” hosts. For testing on one machine this can be done via an /etc/hosts entry In this exemple i use zotero.org domain because i use a virtual machine and i don’t use a custom Zotero plugin. If you want to use your own domain you need to edit the plugin (see below)

127.0.0.1 sync.zotero.org api.zotero.org

After that when you ping sync.zotero.org you will see it is resolving to 127.0.0.1

From web only HTDOCS folder must be accessible. So you can use a virtual host Your sync server need a ssl connection you have to create two config files in /etc/apache2/sites-available

<VirtualHost  sync.zotero.org:80>
 
 ServerName sync.zotero.org
 ServerAlias api.zotero.org 
 
 DocumentRoot /home/UTILISATEUR/www-dev/dataserv/htdocs
 
 <Directory "/home/UTILISATEUR/www-dev/dataserv/htdocs">
 Options FollowSymLinks MultiViews
 AllowOverride All
 Order allow,deny
 Allow from all
 </Directory>
 
 AllowEncodedSlashes On 
 
</VirtualHost>

<IfModule mod_ssl.c>
<VirtualHost sync.zotero.org:443>
 
 ServerName sync.zotero.org
 ServerAlias api.zotero.org 
 
 DocumentRoot /home/UTILISATEUR/www-dev/dataserv/htdocs
 
 <Directory "/home/UTILISATEUR/www-dev/dataserv/htdocs">
 Options FollowSymLinks MultiViews
 AllowOverride All
 Order allow,deny
 Allow from all
 </Directory>
 
 AllowEncodedSlashes On
 
 #   Enable/Disable SSL for this virtual host.
 SSLEngine on
 
 SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
 SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
 
 <FilesMatch "\.(cgi|shtml|phtml|php)$">
 SSLOptions +StdEnvVars
 </FilesMatch>
 <Directory /usr/lib/cgi-bin>
 SSLOptions +StdEnvVars
 </Directory>
 
 BrowserMatch "MSIE [2-6]" \
 nokeepalive ssl-unclean-shutdown \
 downgrade-1.0 force-response-1.0
 # MSIE 7 and newer should be able to use keepalive
 BrowserMatch "MSIE [17-9]" ssl-unclean-shutdown
 
</VirtualHost>
</IfModule>

Install MongoDB and Mongo php driver

use /misc/mongo_schema.js to create content

To understand how database must be set i used the script « test_reset » locate in « Misc » folder (you can use this script to setup your database). I use the same database name.

In this folder you will find every *.sql files need for this installation.

You have to create 7 Mysql database. Some of them are used only when you run Zotero server in test mode, for other I do not know yet their use.

• zotero_cache > use cache.sql
• zotero_www (this name is hardcoded) > see below
• zotero_www_test (this name is hardcoded) > see below
• zoterotest_ids > use ids.sql
• zoterotest_master > use master.sql and after coredata.sql
• zoterotest1 > use shard.sql and after trigger.sql
• zoterotest2 > use shard.sql and after trigger.sql

There is no .sql files to set up zotero_www and zotero_www_test so use as describe on zotero.org/trac/wiki/dataserver_setup

CREATE TABLE  `users` (
  `userID`             mediumint      UNSIGNED auto_increment                               NOT NULL,
  `username`           varchar(40)    CHARACTER SET utf8 COLLATE utf8_general_ci            NOT NULL,
  `slug`               varchar(40)    CHARACTER SET utf8 COLLATE utf8_general_ci                NULL,
  `password`           char(40)       CHARACTER SET utf8 COLLATE utf8_bin                   NOT NULL,
  `email`              varchar(100)   CHARACTER SET utf8 COLLATE utf8_general_ci            NOT NULL,
  `openid`             varchar(100)   CHARACTER SET utf8 COLLATE utf8_general_ci                NULL,
  `role`               enum('member',
                            'admin')  DEFAULT 'member'                                      NOT NULL,
  `resetValidationKey` char(40)       CHARACTER SET utf8 COLLATE utf8_bin                       NULL,
  `resetValidationExp` int                                                                      NULL,
  `emailValidationKey` char(10)       CHARACTER SET utf8 COLLATE utf8_bin                       NULL,
  `emailValidated`     tinyint(1)     DEFAULT '0'                                           NOT NULL,
  `hasImage`           tinyint(1)     DEFAULT '0'                                           NOT NULL,
  `lastUpdated`        timestamp      ON UPDATE CURRENT_TIMESTAMP DEFAULT CURRENT_TIMESTAMP NOT NULL,
  `dateRegistered`     timestamp                                                            NOT NULL,
  PRIMARY KEY (`userID`),
  UNIQUE KEY  (`username`),
  UNIQUE KEY  (`slug`),
  UNIQUE KEY  (`email`),
  UNIQUE KEY  (`resetValidationKey`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_bin;

You need to add specific user in Mysql If you want to personalize those user you have to change value in shard info (see below)

CREATE USER zoterotest0@localhost IDENTIFIED BY 'pass0';
CREATE USER zoterotest1@localhost IDENTIFIED BY 'pass1';
CREATE USER zoterotest2@localhost IDENTIFIED BY 'pass2';
CREATE USER zoterotest_ids@localhost IDENTIFIED BY 'pass1';
CREATE USER zoterotest_ids@localhost IDENTIFIED BY 'pass2';
CREATE USER zoterotest_www@localhost IDENTIFIED BY 'pass';

note: give acces on sync.zotero.org too

Give Grant access

GRANT SELECT ON zoterotest_master.* TO zoterotest1@localhost;
GRANT SELECT ON zoterotest_master.* TO zoterotest2@localhost;
GRANT SELECT, INSERT, UPDATE, DELETE, CREATE TEMPORARY TABLES ON zoterotest1.* TO zoterotest1@localhost;
GRANT SELECT, INSERT, UPDATE, DELETE, CREATE TEMPORARY TABLES ON zoterotest2.* TO zoterotest2@localhost;
GRANT SELECT,INSERT,DELETE ON zoterotest_ids.* TO zoterotest_ids@localhost;
GRANT SELECT,INSERT,DELETE ON zoterotest_ids.* TO zoterotest_ids@localhost;
GRANT SELECT ON zotero_www_test.* TO zoterotest_www@localhost;

Set up shard info

INSERT INTO shardHosts VALUES (1, '127.0.0.1', 3306, 'up');
INSERT INTO shardHosts VALUES (2, 'sync.zotero.org', 3306, 'up');
INSERT INTO shards VALUES (1, 1, 'zoterotest1', 'pass1', 'zoterotest1', 'up');
INSERT INTO shards VALUES (2, 1, 'zoterotest2', 'pass2', 'zoterotest2', 'up');

Initial users and groups for tests

<code mysql> INSERT INTO libraries VALUES (1, 'user', '0000-00-00 00:00:00', 0, 1); INSERT INTO libraries VALUES (2, 'user', '0000-00-00 00:00:00', 0, 1); INSERT INTO libraries VALUES (3, 'group', '0000-00-00 00:00:00', 0, 2); INSERT INTO users VALUES (1, 1, 'testuser', '0000-00-00 00:00:00', '0000-00-00 00:00:00'); INSERT INTO users VALUES (2, 2, 'testuser2', '0000-00-00 00:00:00', '0000-00-00 00:00:00'); INSERT INTO groups VALUES (1, 3, 'Test Group', 'test_group', 'Private', 1, 'admins', 'all', 'members', , , 0, '0000-00-00 00:00:00', '0000-00-00 00:00:00'); INSERT INTO groupUsers VALUES (1, 1, 'owner', '0000-00-00 00:00:00', '0000-00-00 00:00:00');

INSERT INTO users VALUES (1, 'testuser', '5d9c68c6c50ed3d02a2fcf54f63993b6', 'test@zotero.org', NULL, 'member', NULL, NULL, NULL, 1, '0000-00-00 00:00:00', '0000-00-00 00:00:00', 0, 'testuser'); INSERT INTO users VALUES (2, 'testuser2', '5d9c68c6c50ed3d02a2fcf54f63993b6', 'test2@zotero.org', NULL, 'member', NULL, NULL, NULL, 1, '0000-00-00 00:00:00', '0000-00-00 00:00:00', 0, 'testuser2'); INSERT INTO shardLibraries VALUES (1, 'user'); INSERT INTO shardLibraries VALUES (2, 'user'); INSERT INTO shardLibraries VALUES (3, 'group'); <code>

when you sync use ‘testuser’ or ‘testuser2′ password ‘testuser’