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Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS Thu-Mai Christian <[email protected]> [Slides] Micah Altman <[email protected]> Jonathan Crabtree <[email protected]> [Project Directors]

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

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Thu-Mai Christian < tlchristian @ unc.edu > [Slides] Micah Altman < [email protected] > Jonathan Crabtree < [email protected] > [Project Directors]. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS. Acknowledgements. - PowerPoint PPT Presentation

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Page 1: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Thu-Mai Christian <[email protected]>[Slides]

Micah Altman <[email protected]>Jonathan Crabtree <[email protected]>

[Project Directors]

Page 2: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

AcknowledgementsThanks to the Institute for Museum and Library Services (LG-05-09-0041-09) for funding development of the system; and to the Library of Congress for funding initial prototypes.

Thanks to the staff at the Odum Institute and Dataverse Team at the Institute of Quantitative Science for development efforts, and to ICPSR and the Roper Center for Public Opinion Research for testing.

Thanks to the LOCKSS team for consultation and assistance.

Thanks to Amazon for supporting delivery of the course at IASSIST through their AWS Research in Education grants.

Page 3: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

References•  Micah Altman, Jonathan Crabtree (2011) Using the SafeArchive

System : TRAC-Based Auditing of LOCKSS, 165-170. In Archiving 2011. http://www.box.net/shared/8py6vl9kxivo6u21rkn8

• Altman, M., Beecher, B., and Crabtree, J.; with L. Andreev, E. Bachman, A. Buchbinder, S. Burling, P. King, M. Maynard. 2009. "A Prototype Platform for Policy-Based Archival Replication." Against the Grain. 21(2): 44-47.

• Victoria Reich, "Distributed Digital Preservation," Proceedings of the Indo-US Workshop on International Trends in Digital Preservation, National Digital Preservation Program, Pune, India, March 2009 http://www.lockss.org/locksswiki/files/ReichIndiaFinal.pdf

Page 4: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web ServicesIV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 5: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web ServicesIV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 6: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Why was Created?Verified geographically-distributed replication of content is an essential

component of any comprehensive digital preservation plan.

The requirement has emerged as a necessity for recognition and certification as a trusted repository.

Page 7: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Why use ?

SafeArchive provides the reliability of a top-down replication system with the resiliency of a peer-to-peer model.

- SafeArchive automates high-level replication and distribution policies- SafeArchive automates multi-institutional replication- SafeArchive facilitates sharing TRAC policies- SafeArchive verification and audit trails for replication policies- SafeArchive is Open Source, and integrates with LOCKSS, and the Dataverse Network- SafeArchive is Standards-Based, and supports DDI, OAI-PMH, and TRAC

Page 8: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

SafeArchive Overview

SafeArchive automates high-level replication policies and helps institutions to collaborate in preserving digital content. GUI-based tools are designed for librarians and archivists—not systems administrators.

Operationally, system users can:• Analyze any LOCKSS network• Check that collections are replicated, valid, and up-to-date• Create formal replication policies• Replicate content from web sites or digital repository systems• Audit the network for current and historical ISO compliance• Automatically manage and repair a LOCKSS network based on a specific replication policy

SafeArchive provides the reliability of a top-down replication system with the resiliency of a peer-to-peer model.

Page 9: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

What can you do with ? • Analyze any existing set of public LOCKSS systems or Private LOCKSS Network

• which collections are replicated?• when were they last verified, and updated?• identify potential problems with the storage network

• Create formal TRAC policies• create operational policies for replication and distribution• create advisory policies for all TRAC criteria

• Audit your storage network against your policies• verify that collections are currently replicated, verified, updated• create historical audit trails and evidence of long-term compliance

• Replicate content from web sites or digital repository systems• use SafeArchive/DVN plugins to replicate content in the Dataverse Network• use SafeArchive/LOCKSS plugins to replicate content through OAI or HTTP• [This Fall] Automatically deploy and repair LOCKSS replication based on policy

Page 10: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Review• Install SafeArchive:

– Using the prepackaged Amazon Web Services image– OREby installing the source on Linux

• Tell SafeArchive what hosts to monitor• Use the Audit Schema Manager web interface• OR Supply a LOCKSS PLN configuration file

• Tell SafeArchive your policies• Use the Audit Schema Manager web interface• Fill in the blanks

• Verify your content• Use the Audit Report Web interface to see things immediately• OR configure the system to send you e-mail• OR visit historical records later

• Sleep better – your content is SAFE

Page 11: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview and Tour of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web Services

A. Launching the SafeArchive AMIB. Configuring and Installing the SafeArchive AMI

IV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 12: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

http://aws.amazon.com

Page 13: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Enter your e-mail address and Amazon password

Page 14: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

https://console.aws.amazon.com/ec2/home?region=us-east-1#launchAmi=ami-e67ddc8f

Page 15: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Instance Type: Small (m1.small, 1.7 GB)

Page 16: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Default Settings

Page 17: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Enter a Name Value

Page 18: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Proceed without a Key Pair

Page 19: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Select the default Security Group

Page 20: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Launch

Page 21: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Close the Launch Instance Wizard

Page 22: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview and Tour of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web Services

A. Launching the SafeArchive AMIB. Configuring and Installing the SafeArchive AMI

IV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 23: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Allocate a New Address

Page 24: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Yes, Allocate

Page 25: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Associate the IP address with the SafeArchive AMI

Page 26: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Associate the IP address with the SafeArchive AMI

Page 27: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Add Custom TCP rules

Ports:22

3306370038203920484880808686

Page 28: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

PuTTY.exe

Page 29: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Login: OdumPassword: Odum

Page 30: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Press Enter to accept the default inputs (as appropriate)

Page 31: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Running the SafeArchive System using Amazon Web Services

Copy and paste the URL in the Firefox browser

Page 32: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview and Tour of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web Services

A. Launching the SafeArchive AMIB. Configuring and Installing the SafeArchive AMI

IV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 33: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview and Tour of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web Services

A. Launching the SafeArchive AMIB. Configuring and Installing the SafeArchive AMI

IV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 34: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

User Name: administratorPassword: administrator

Page 35: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Audit Schema Instance List

Page 36: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit the Owner-Institution Option List now

Page 37: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Enter the owner-institution name

Page 38: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit the Subject Option List now

Page 39: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Add a new subject

Page 40: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Refresh the Network-Status Data Tables

Page 41: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit Archival-unit attributes now

Page 42: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit Archival-unit Attributes

Page 43: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Create a New Audit Schema Instance

Page 44: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Create Audit Schema Instance

Page 45: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit TRAC Audit Checklist

Page 46: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Edit TRAC Audit Checklist

Page 47: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Setting up the SafeArchive System

Save the TRAC Audit Checklist

Page 48: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

I. IntroductionsII. Overview and Tour of the SafeArchive SystemIII. Hands On: Running the SafeArchive System using Amazon Web Services

A. Launching the SafeArchive AMIB. Configuring and Installing the SafeArchive AMI

IV. BreakV. Hands On: Setting up the SafeArchive SystemVI. Hands On: Using the Safe Archive System

Page 49: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Detailed Network Status Data

Page 50: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Show Table

Page 51: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Table details

Page 52: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Operation Reports

Page 53: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

User Name: administratorPassword: administrator

Page 54: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Select parameter

Page 55: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Print Report

Page 56: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Audit Report

Page 57: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

view the current report

Page 58: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

view the current report with filters

Page 59: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

BIRT Audit Report

Page 60: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Generate TRAC Audit Report

Page 61: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

Generate a new TRAC Audit Report

Page 62: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

TRAC Checklist: Result

Page 63: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Using the SafeArchive System

BIRT TRAC Report

Page 64: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

TERMINATE THE SAFEARCHIVE AMI!!

Before you leave…

Page 65: Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS

Documentation, Questions, Course Handouts, Links to Code

www.safearchive.org

Contacts:

Micah Altman <[email protected]>

Jonathan Crabtree <[email protected]>

[Project Directors]