Browser Installation

Installing a Browser Mirror

These instructions are based on the procedures outlined in the general Browser Mirror Procedures as well as various HOWTOs found in jksrc. I have tried to combine the various steps into an easy to follow procedure which does will not require a lot of specialized knowledge to successfully complete the installation.

The procedure described below will create a full mirror of the Genome Browser, but will comment on the steps that change if you only want to mirror some selected assemblies.

Outline

• Copy all html files to /var/www/html (can be changed)
• Copy all cgi-bin programs to /var/www/cgi-bin (can be changed)
• Choose the assemblies you want to mirror, and for these...
  • Copy the corresponding mysql databases to your mysql directory (e.g. /var/lib/mysql)
  • Copy the corresponding /gbdb/<assembly> directories to the /gbdb directory (cannot be changed, create a link /gbdb if you have to store them somewhere else)
• Create a trash directory (users can upload their custom tracks into this)
• Setup mysql permissions for the mysql-databases you downloaded
• Add the mysql users you created to /var/www/cgi-bin/hg.conf, create an empty hg18 database
• Re-check permissions
  • Verify that the Apache user can read /gbdb and that it can write to the trash directory
  • Verify that the Mysql user you added to hg.conf can read the mysql databases and can write to the customTracks database.
• Tweak your hgcentral database to some reasonable defaults (e.g. blat servers & default assemblies)

Prerequisites

• It is assumed that you have both an Apache2 web server and MySql 5.x installed.
• A full mirror will require a lot of disk space. Currently (Dec 2006) a clean install of the Browser consumed close to 2T of storage. Additional space will also be required for future database expansion. A partial mirror will need less.
• Note the rsync commands listed below must be executed with sufficient write permissions to create their assigned directories and files.

Get Executables

More details for these methods can be found in the official mirror docs and README.building.source.

• Option 1: Use rsync to get a copied of the compiled binaries.

  rsync -avzP rsync://hgdownload.cse.ucsc.edu/cgi-bin/ /var/www/cgi-bin

This command will grab the x86_64 binaries. These binaries work with any 64bit processor. If the binaries work for you they represent the easiest way forward.

• Option 2: Get the jksrc files and compile the executables yourself. Compiling the source can be a challenge if things don't work out of the box. However by compiling the jksrc tree you will get many useful tools and scripts which will be of value for bioinformatic and admin tasks.

• Suggestion: Try to Download jksrc. Attempt to compile the source files. If this initially proves to be problematic, use rsync to get the pre-compiled executables and compile the source later. You will find several useful scripts and some of the browser documentation in /src/product (in the jksrc archive). The scripts and docs in the source tree are available whether or not you successfully compile the entire tree.

Configure Apache server

In order to support SSI it is necessary to set the XBitHack. Add the following somewhere in /etc/httpd/conf/httpd.conf (redhat) or /etc/apache2/apache2.conf (debian/ubuntu)

      XBitHack on
      <Directory /var/www/html>
      Options +Includes
      </Directory>

If you're already running a webserver, you have to run the genome browser as a virtual host, with its own domain name (ask your system administrators what that means). You have to adapt ScriptAlias and most other paths of your apache config to non-default directories, to avoid conflicts with your main apache files. Here is an example extract httpd.conf, with paths moved to subdirectories of /var/www:

<VirtualHost *:80>
    ServerAdmin mymail@somewhere.com
    DocumentRoot /var/www/genome/html
    ServerName genome.myUniversity.com
    ErrorLog logs/genome-error_log
    CustomLog logs/genome-access_log common
    ScriptAlias /cgi-bin/ /var/www/genome/cgi-bin/
    XBitHack on
    <Directory "/var/www/genome/cgi-bin">
       AllowOverride None
       Order allow,deny
       Allow from all
       Options +ExecCGI
    </Directory>
    <Directory /home/data/www/genome/html>
       Options +Includes
     </Directory>
</VirtualHost>

Find the location of your web pages. This should be /var/www/html by default (if you don't use virtual hosts). Set the enviromental variable if desired.

     export WEBROOT="/var/www/html"

Find the location of your cgi-bin directory. This should be /var/www/cgi-bin (if you don't use virtual hosts). Set the enviromental variable if desired.

     export CGI-BIN="/var/www/cgi-bin"

Next, find the location of your MySQL data. This should be located in /var/lib/mysql. Set the enviromental variable if desired.

     export MYSQLDATA="/var/lib/mysql"

Note: These variables can be set in /etc/profile so they will be available globally to all users. Also they can be skipped entirely if absolute paths are used instead.

Get all the html files

Test the rysnc connection:

   rsync -navz --progress rsync://hgdownload.cse.ucsc.edu

Determine the destination of the copy ($WEBROOT) and fire off the production copy. The trailing slash is important!

   rsync -avzP rsync://hgdownload.cse.ucsc.edu/htdocs/ $WEBROOT/

Obtain the /gbdb data file area

You will need the portions of /gbdb used by the browser. (This is a large download):

     rsync -avzP --delete --max-delete=20 rsync://hgdownload.cse.ucsc.edu/gbdb/ /gbdb/

You can restrict this to only individual assemblies, like hg18 or mm8. In any case, you should always download the /gbdb/genbank directory, as many assemblies link into it.

Download database tables

These instructions should be followed in conjunction with /src/product/README.mysql.setup.There are two ways to install the tables.The first involves building the tables from the assembly dumps (optionally downloaded above).The second and preferable method involves rsyncing the binary tables themselves. This second method is preferable since the mysql table build process using the assemblies is quite computationally intensive.

Caveats for direct syncing:

• Your MySql version must be compatible with the table version (currently 4.0.x) (comment max: I'm using mysql5 and that works fine with direct syncing)
• The hgcentral (and others?) table which is found in /var/lib/mysql/ must recieve special handling (covered later).
• The actual download size of the tables is more than simply downloading the assemblies. This is because of the extensive use of indexes in the tables.
• The method for installing the tables using the assemblies is covered in the official mirror docs and is not covered here

To proceed with syncing the tables directly issue the following command:

         rsync -avzP --delete --max-delete=20 rsync://hgdownload.cse.ucsc.edu/mysql/XXX/ /var/lib/mysql/XXX/

where XXX is the name of each database to be mirrored. You will need to generate a list of tables to be mirrored. Note you can NOT simply sync with hgdownload.cse.ucsc.edu/mysql since the mysql directory contains a number of files and sub directories which are specific to each instance of the mysql database.

You will need other databases in addition to just the genome assemly databases: hgFixed, proteome, genbank, proteins040315, proteins060115 and uniProt. You better download all of them, so avoid any error messages later on.

An unedited list of potential tables to be mirrored can be found by issuing the command:

         rsync -v --dry-run rsync://hgdownload.cse.ucsc.edu/mysql

This list will then have to be edited so that only the correct tables are mirrored. The script (TODO:sync_tables) can be used to download a complete list of eligable tables and to automatically sync with each.

Grant Mysql rights

After the tables have been created it is necessary to add the required users along with their associated permissions. The entire process of MySQL configuration is described in /src/product/README.mysql.setup as found in jksrc. In brief 3 users are required. These users are readonly, readwrite, browser. These users are configured as follows:

User	MySql Permission	Databases	Used by
browser	SELECT, INSERT, UPDATE, DELETE, CREATE, DROP, ALTER	All except hgcentral	developers
readonly	SELECT	All except hgcentral	CGI scripts
readwrite	SELECT, INSERT, UPDATE, DELETE, CREATE, DROP, ALTER	hgcentral	browser(?)

Do not forget the grant rights for the databases hgFixed, genbank, proteome, uniProt and proteinsxxxx as well (See also Example Mysql Grants).

Each database must have these 3 users added with the associated permissions. The easiest way to accomplish this is to use the script ex.MySQLUserPerms.sh which can be found in src/products in jksrc. The script sets the permissions on each database listed by name. NOTE:This script must be edited before use!. The script handles each database explicitly by name. It is likely that the script does not contain the latest set of database names. A current list of database names must be generated and any which are missing will need to be added. Also future updates to the database may require additional changes to the script. As an alternative , it is possible at the cost of a small amount of security to set the permissions globally using *.* edits. An example of the required edit to the script so that permissions are added globally is:

   ${MYSQL} -e "GRANT SELECT, UPDATE on *.* to browser@localhost IDENTIFIED BY 'password';"mysql

After the edits are made the script will add these 3 users to all of the databases found used by the browser. These permissions are limited to localhost for security reasons. ex.MySQLUserPerms.sh is heavily documented and should be read to make sure that the changes discussed above are understood.

Setup hg.conf

After adding the MySql Users it is necessary to add hg.conf to the cgi-bin directory. hg.conf contains username/password information and is required by various cgi-bin programs.

A sample hg.conf can be found [1]. More discussion of this script can be in README.mysql.install which is located in /src/products in jksrc. The default user/password combinations and permissions can be changed, however doing so will require editing of other scripts which have the user/passwords hardcoded in them (notably ex.MySQLUserPerms.sh). It is probably best to keep the defaults at least until one knows what one is doing.

In hg.conf you will need to set the document root:

   browser.documentRoot=/var/www/html

The actual path could be different depending on your actual root directory. After an appropriate hg.conf has been created, it should be installed in /var/html/cgi-bin and the permissions set to 600 (my setup has the file owner/group of apache/apache).

If you're not on the UCSC campus: Comment out any bottleneck statements from hg.conf, as they will break the MAF alignment view.

Make sure you activate the custom track database statements: Using_custom_track_database

Set up the "hgcentral" tables

Download the schema for the hgcentral database (hgcentral.sql) http://genome-test.cse.ucsc.edu/~kent/src/unzipped/product/ex.hg.conf

Create a hgcentral database

     mysql> create database hgcentral

Add the hgcentral tables

      mysql -youraccountoptions hgcentral < hgcentral.sql

Create a user/password with the ability to update and insert. This user is currently "readwrite". The script ex.MySQLUserPerms.sh will add this usercreate this user to hgcentral.

(optional) Set correct location of Blat Servers. By design the location of the Blat Servers is incomplete in hgCentral. This prevents their over use or abuse. In order to implement Blat you will either need to connect to the UCSC servers or setup your own. You will need permission to connect to the UCSC Blat Servers. Please see a discussion of the requirements and restrictions in the official docs (TODO: find correct link). The following sql command will update the table to point at the ucsc servers

    mysql> USE hgcentral;

    mysql> UPDATE blatServers SET host=CONCAT(host,".cse.ucsc.edu");

Please get permission before using Blat Servers!

If you're mirroring only some assemblies, your hgcentral.dbDb should reflect this. E.g. if you have downloaded only dm3 and mm8, execute the following command:

update dbDb set active=0 where name not in ('mm8', 'dm3');

If you're not mirroring any human assembly, the hgGateway will still try to access it. To fix this and force hgGateway to always show mm8 by default:

update defaultDb set name="mm8" where genome="Human";

Create a "trash" directory

The cgi programs use a temporary area to create and store images used by the browser. This directory is by default looked for in /var/www/trash. You should make this directory and allow the user that runs the web server write access to it. As a point of maintenance this directory will need to be cleaned out from time to time.