author: Joerg Lange
date: 31.Oct.2018
title: Protocol of connecting a dwb dataset to the b36 biocase portal

Prerequisites:
  - Postgres server IP=144.76.68.113 port=5433
  - existing postgres database name (postgrescache)  

----

SOP:

  - become admin of biocase portal b36 with the steps below:
  - via Firefox Browser access URL https://b36.smns-bw.org
  - ignore the warning  "this site is not secure" and
  - press button "advanced"
  - press button "add exception"
  - (press the button "view" if possible, then compare the sha256 fingerprint to <code>
  C7:74:24:EE:E5:76:24:02:BF:B1:AA:39:E3:00:3E:AD:
  0C:19:7E:E6:1A:04:4D:06:F7:6F:AC:96:A5:02:80:55 </code>
  - if it matches, you got a safe connection. if not, find out if the certificate has changed, otherwise stop to continue and exit)
  - if the certificate is acceptable, press "cancel"
  - then consider a rejection to .. accept permanently this certificate..., otherwise continue
  - press "conform security exception", which will be permanently.
  - then you are securely connected
  - you should see now the main screen of b36
  - press config tool
  - then system administration and
  - enter the biocase portal admin password and continue to the configuration/system admin page, where you
  - scroll down to the section datasources
  - under the existing datasource list you have a field "name" where you 
  - enter the intended name of a new datasource , e.g. 'lowervertebratescoll'
  - leave default choice of Template: empty
  - then press buttno "Create DSA"
  - the list of datasources will show a "Remove" button for the new DS and the name of the new datasource
  - now Press this name (NOT the remove Button, of course)
  - apply the following changes <code>
        DBMS: switch from 'mysql' to 'psycopg2'
        Host: 127.0.0.1:5433
        Database: DCC_SMNS-P-GFBIOlowervertebratescoll
        User: bill
        pwd: <bills postgres password>
        encoding: utf_8 (or iso8859-1)</code>
  - then press "Save"
  - access the unix server of the b36 portal as root or user, which is in the unix group 'www-data' with putty <code>
  cd /opt/provider_software_3.6.4/config/datasources
  cd goldenwaspscoll
  cp -p cmf*xml ../lowervertebratescoll (or whatever your DS name is)
  cp provider_setup_file.xml ../lowervertebratescoll (or whatever your DS name is)
  cd ../GFBIOlowervertebratescoll
  nano provider_setup_file.xml</code>
  * Change line 5 from "DiversityCollectionCache_SMNS-E-goldenwaspscoll" to "DCC-P-GFBIO..." (your DS name)