New Capabilities

The following capabilities are new for this release:

• PDS4 Tools was added providing support for accessing PDS4 data objects including selected transformations to common formats.
• Transform Tool was added providing support for transforming PDS3 and PDS4 product labels and product data into common formats.
• Search User Interface was added providing a deployable graphical user interface for the Search Service.
• Harvest Tool added support for comparing generated checksums with a supplied checksum manifest file.
• Search Service added support for the Planetary Data Access Protocol (PDAP) as well as support for returning results in a VOTable structure.

Modified Capabilities

The following capabilities have been modified for this release:

• Validate Tool was modified to include the latest XML Schema and Schematron files (v03) generated from the PDS4 data model.
• Harvest Tool, Catalog Tool and Search Service were modified to keep pace with changes occurring in the PDS4 data model.
• Search Service was modified to better organize the service, separating index generation functionality from search handling functionality. The service was also modified to better handle PDS4 date fields.

Corrected Capabilities

The following capabilities were corrected in this release:

• Validate Tool was modified to correct an issue that caused Schematron files to not be loaded internally when user supplied XML Schema file(s) were given.
• Registry Service was modified to correct an issue where an underscore character was acting as a single character wildcard causing queries to incorrectly find matches.

Java Runtime Environment

The custom software contained in this release was developed using Java and will run on any platform with a supported Java Runtime Environment (JRE). The software was specifically developed under Java version 1.6 and has only been tested with this version. The following commands test the local Java installation in a UNIX-based environment:

% which java
/usr/bin/java

% java -version
java version "1.6.0_26"
Java(TM) SE Runtime Environment (build 1.6.0_26-b03-384-10M3425)
Java HotSpot(TM) 64-Bit Server VM (build 20.1-b02-384, mixed mode)
        

The first command above checks whether the java executable is in the environment's path and the second command reports the version. If Java is not installed or the version is not at least 1.6, Java will need to be downloaded and installed in the current environment. Consult the local system administrator for installation of this software. For the do-it-yourself crowd, the Java software can be downloaded from the Oracle Java Download page. The software package of choice is the Java Standard Edition (SE) 6, either the JDK or the JRE package. The JDK package is not necessary to run the software but could be useful if development and compilation of Java software will also occur in the current environment.

Java Application Server

The other main system requirement pertains to providing a Java application server for hosting certain components (Registry Service and Registry User Interface). The suggested application server for this release is Apache Tomcat with a minimal version of 6.0.20 through version 7.0.X. Avoid version 7.0.29, there is a bug in this version causing an error when loading the Registry Service. Consult the local system administrator for installation of this software. For the do-it-yourself crowd, the Apache Tomcat software can be downloaded from the Apache Tomcat page. Choose the version to download (6.0.X or 7.0.X) from the menu on the left. Details on downloading, installing and configuring an Apache Tomcat server can be found in the Tomcat Deployment document.

Engineering Node Environment

This section details deployment to the Engineering Node operations environment. The following diagram details the deployment of the major components of this release and gives a very high-level view of the interfaces between the components and system resources:

Click the image for a larger version.

The following diagram depicts the EN system flow, starting with central catalog migration, data product registration and finishing up with search index generation:

Click the image for a larger version.

The components depicted above serve as the operational deployment of this release for the Engineering Node. The main purpose of this deployment is to begin side-by-side operations with the existing system and the Engineering Node.

• Catalog Tool
  

  The Catalog Tool provides the means for registering PDS3 catalog files with the Registry Service. This tool provides functionality for comparing, validating and ingesting a catalog submission.

• Harvest Tool
  

  The Harvest Tool provides the means for registering products with the Registry Service. This tool reads a PDS4 product label, extracts specified metadata and registers the product with the registry. This tool allows the user to register a batch of products and generates a summary report.

• Registry Service
  

  The Registry Service provides functionality for tracking, auditing, locating and maintaining artifacts within the system. For this release, the registry is populated with the PDS4 context products migrated from the PDS3 central catalog database. The web-based endpoint for this service is http://pds.nasa.gov/services/registry/.

• Registry User Interface
  

  The Registry User Interface provides a simple viewing capability of the contents of the associated Registry Service. It is intended to offer visual verification of successful registration of products as well as the ability to update the status for registered products.

• Search Service
  

  The Search Service provides functionality for accepting queries from data consumers for registered products and includes functionality for retrieving search results. This component acts as the interface to the Registry Service for the data consumer. The web-based endpoint for this service is http://pds.nasa.gov/services/search/.

• Search User Interface
  

  The Search User Interface software serves as the user interface for the Search Service on the PDS website. The web-based endpoint for this application is http://pds.nasa.gov/tools/data-search/.

• Report Service
  

  The Report Service provides the capability for capturing and reporting metrics. With this release and the previous release, this service is undergoing testing of configurations and features with a set of metrics from the Engineering Node and the Imaging Node at JPL. This service is not yet available to the user community. The web-based endpoint for this service is http://pds.nasa.gov/services/report/.

• Security Service
  

  The Security Service provides authentication and authorization functions for the system. This service is satisfied with an open source directory service. The directory service is populated with the PDS personnel list extracted from the PDS3 central catalog database. The application server hosting the Registry Service and Registry User Interface is configured to restrict access to certain URLs and to forward those requests to this service for authentication and authorization.

Discipline Node Environment

This section details the deployment to a Discipline Node environment. The Nodes are asked to download, install and exercise the software that makes up this release. The following diagram details an example deployment of selected components:

Click the image for a larger version.

The selected components depicted above are intended to aid the Nodes in their PDS3 to PDS4 conversion exercises. The following diagram depicts a normalized system flow, starting with schema design, continuing onto data product label generation and validation and finishing up with data product registration:

Click the image for a larger version.

This diagram identifies where the system components come into play within the system flow. These components and the ones depicted in the deployment diagram, are described in more detail with respect to how the components can be utilized in the PDS3 to PDS4 conversion exercises with an eye towards using these components in operations:

• Design Tool
  

  The Design Tool is intended to aid users in the development of their data product label schemas. This release identifies two off-the-shelf products (Oxygen and Eclipse) that are available for this purpose. The provided documentation guides the user with respect to the download, installation and operation of each of these products.

• Generate Tool
  

  The Generate Tool is intended to aid users in the generation of their data product labels. This tool was developed by the Imaging Node at JPL and provides a command-line interface for generating PDS4 Labels from either a PDS3 Label or a PDS-specific DOM object.

• Validate Tool
  

  The Validate Tool comes pre-packaged with the latest version of the generic schemas generated from the data model. The tool allows the user to validate collections of products or single products against the associated generic schema. Specific schemas can be passed into the tool to enable a more detailed validation check. Although the Design Tools listed above provide a file-by-file validation capability, this tool allows the user to validate a batch of products and generates a summary report.

• Transform Tool / PDS4 Tools
  

  The Transform Tool and the PDS4 Tools library comprise the initial release of the product transformation capability. The Transform Tool provides a command-line interface to a subset of the functions offered by the PDS4 Tools library. In addition, the PDS4 Tools library provides functionality for accessing PDS4 data objects. The functionality of both of these components will be expanded in future releases.

• Harvest Tool
  

  The Harvest Tool provides the means for registering products with the Registry Service. This tool reads a PDS4 product label, extracts specified metadata and registers the product with the registry. This tool allows the user to register a batch of products and generates a summary report.

• Registry Service
  

  The Registry Service provides functionality for tracking, auditing, locating and maintaining artifacts within the system. Ultimately, all products (including PDS3 products) will be registered and tracked with the Registry Service. For this release, users are asked to install and configure a local instance of the service in order to exercise this procedure. Additionally if the user is participating in the PDS3 to PDS4 conversion exercises, the resulting products or collections of products can be registered with their local registry instance.

• Registry User Interface
  

  The Registry User Interface provides a simple viewing capability of the contents of the associated Registry Service. It is intended to offer visual verification of successful registration of products as well as the ability to update the status for registered products.

Although the Design and Generate Tools are included with this release, we have not included them in the installation procedure because they may not pertain to every Discipline Node. This procedure will focus on installing the Registry Service, Registry User Interface, Harvest Tool and Validate Tool. The example commands below assume the software is installed in the user's home directory, indicated by the $HOME environment variable. If this is not the case or if this variable is not defined, the absolute path should be used instead of the variable. Some of the commands below have been broken into multiple lines for readability. The commands should be reassembled into a single line prior to execution. Perform the following steps to download, install, configure and test the software in the Node's local environment:

1. Verify System Requirements
   

   As specified in the System Requirements section above, the software requires Java and a Java Application Server to be installed and accessible. These installations should be verified before proceeding to the next step.

   Although we have specified Java 1.6 and Tomcat 6.0.X or 7.0.X, if a Node has Java 1.7 or another Java Application Server (e.g, Glassfish, Jetty, etc.) installed, we would be very interested in how the software functions in these environments. Feel free to install the software in these environments and let the EN development team know if there are any issues.

2. Install Registry Service
   

   The next step is to install the Registry Service. The Installation document for the Registry Service provides the details for downloading, installing and configuring the software. By default, the Registry Service comes packaged with and configured to utilize Apache Derby as the backend database for storing registered content. This database is expected to be located in the directory where the Tomcat server is launched, by default. The Installation document describes how to change this location as well as how to use MySQL as the backend database instead of Derby. If a Node has another database server that they would like to use as the backend, please contact the EN development team for help with the configuration.

   If there was a previous installation of the Registry Service, the application should be un-deployed from the application server followed by removal of the Derby database directory named RegistryDb or registry, depending the version installed, and the derby.log file prior to installing the new version. Future versions of the software will be backward compatible with the previous database facilitating seamless upgrades of the service.

3. Install Registry User Interface
   

   The next step is to install the Registry User Interface. The Installation document for the Registry User Interface provides the details for downloading, installing and configuring the software.

4. Install Harvest Tool
   

   The next step is to install the Harvest Tool. The Installation document for the Harvest Tool provides the details for downloading and installing the software.

5. Install Validate Tool
   

   The next step is to install the Validate Tool. The Installation document for the Validate Tool provides the details for downloading and installing the software.

Now that the software is installed, it can be exercised with a local bundle prepared by the Node or with the Example Bundle available from the EN. The following steps detail exercising of the software with the example bundle:

1. Download Example Bundle
   

   The bundle can be downloaded from the PDS4 Repository. Unzipping the package results in a directory named zip_VG2PLS_archive.

2. Validate Example Bundle
   

   The next step exercises the Validate Tool by validating the example bundle. The Operation document for the Validate Tool provides the details for executing the software. Execute the Validate Tool against the example bundle with the following commands:

   % cd $HOME/validate-1.2.0/bin
   % ./validate -t $HOME/zip_VG2PLS_archive -e "*.xml"
               

   The above run results in one validation failure due to not specifying the local data dictionary schema for the example bundle. The schemas can be specified on the command-line as follows:

   % ./validate -t $HOME/zip_VG2PLS_archive -e "*.xml" \
     -x $HOME/zip_VG2PLS_archive/schemas/PDS4_OPS_0300a.xsd \
        $HOME/zip_VG2PLS_archive/local_dictionaries/dph_example_dict_0300a.xsd
               

   The above run results in a successful validation. Note that the master schema (PDS4_OPS_0300a.xsd) was also passed on the command-line because passing any schema on the command-line overrides the schemas provided with the tool.

3. Register Example Bundle
   

   The next step exercises the Harvest Tool and Registry Service by registering the contents of the example bundle. The Operation document for the Harvest Tool provides the details for executing the software. A configuration file (harvest-policy-example.xml) for registering the example bundle can be found in the examples directory of the Harvest Tool distribution package. Depending on the location of the example bundle in the local environment, the file and path specifications in the configuration file will likely need to be updated for the example bundle location in the local environment. Execute the Harvest Tool against the example bundle with the following commands:

   % cd $HOME/harvest-1.3.0/bin
   % ./harvest -c ../examples/harvest-policy-example.xml
               

   The above run will result in one error due to a duplicate logical identifier and a few warnings pertaining to references for products that were not found in the local registry. The rest of the products should get registered successfully. The summary should look something like the following:

   ...
   Summary:
   
   15 of 15 file(s) processed, 3 other file(s) skipped
   1 error(s), 8 warning(s)
   
   14 of 15 products registered.
   83 of 83 ancillary products registered.
   
   Product Types Registered:
   2 Product_Document
   1 Product_Mission_PDS3
   1 Product_Browse
   1 Product_Observational
   2 Product_File_Text
   1 Product_XML_Schema
   1 Product_Bundle
   83 Product_File_Repository
   5 Product_Collection
   
   97 of 97 associations registered.
   
   End of Log
               

4. View Registry Contents
   

   The next step verifies that the registered content from the previous step can be viewed via the Registry Service REST-based API and the Registry User Interface. The Operation document for the Registry Service provides the details for interfacing with the service via the REST-based API. Assuming a default installation, the Registry Service should be accessible via the following URL: http://localhost:8080/registry/. Accessing the report endpoint (append report to the URL) from the desired web browser (some browsers display XML better than others), should produce the following output:

   <ns2:report xmlns:ns2="http://registry.pds.nasa.gov" registryVersion="1.3.0" 
   packages="5" classificationNodes="66" classificationSchemes="2" services="0" 
   extrinsics="97" associations="359" 
   serverStarted="2012-11-12T09:40:15.854-08:00" status="OK"/>
               

   The above report shows 97 extrinsics (PDS products) registered which corresponds with the Harvest Tool summary. The number of associations registered is a little harder to verify because there were already some associations in the registry from the configuration step. Feel free to try out some of the other endpoints (e.g. extrinsics) detailed in the Query Artifacts section of the Operations document.

   Assuming a default installation, the Registry User Interface should be accessible via the following URL: http://localhost:8080/registry-ui/. Accessing this URL from the desired web browser, should produce the following display:

   
   Click the image for a larger version.

   If an "RPC Failure" message appears near the bottom of the screen, this is most likely the result of the Registry Service URL not being configured correctly. The Installation document for the Registry User Interface specifies how to modify the appropriate configuration file to correct this situation.

The above steps exercise the core components of the system but are not exhaustive by any measure with respect to testing the software, but they will verify that the software can be installed and executed in the various Node environments. Some Nodes are actively working on generating PDS4 bundles and collections. If a Node would like to attempt to register those products with their local registry the EN would be glad to assist in this effort. In addition, the Harvest Tool supports registering a PDS3 Data Set with the Registry Service. An example configuration file (harvest-policy-pds3.xml) for registering PDS3 Data Sets can be found in the examples directory of the Harvest Tool distribution package. When registering a PDS3 Data Set, the Harvest Tool creates an in-memory proxy label for each product and registers it with the Registry Service. Although not sufficient for PDS4 migration, it does provide a tracking mechanism for PDS3 Data Sets until they can be migrated to PDS4.

In addition to the exercises above, the Nodes are encouraged to exercise the Generate Tool, Transform Tool and PDS4 Tools components. See the corresponding Installation and Operation documents for details.