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

2. Acknowledgements Thanks 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.

3. 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/8py6vl9kxivo6u21rkn8http://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 http://www.lockss.org/locksswiki/files/ReichIndiaFinal.pdf

4. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

5. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

6. 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.

7. 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

8. 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.

9. 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

10. 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

11. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview and Tour of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services A.Launching the SafeArchive AMI B.Configuring and Installing the SafeArchive AMI IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

12. Running the SafeArchive System using Amazon Web Services http://aws.amazon.com

13. Running the SafeArchive System using Amazon Web Services Enter your e-mail address and Amazon password

14. Running the SafeArchive System using Amazon Web Services https://console.aws.amazon.com/ec2/home?region=us-east-1#launchAmi=ami-e67ddc8f

15. Running the SafeArchive System using Amazon Web Services Instance Type: Small (m1.small, 1.7 GB)

16. Running the SafeArchive System using Amazon Web Services Default Settings

17. Running the SafeArchive System using Amazon Web Services Enter a Name Value

18. Running the SafeArchive System using Amazon Web Services Proceed without a Key Pair

19. Running the SafeArchive System using Amazon Web Services Select the default Security Group

20. Running the SafeArchive System using Amazon Web Services Launch

21. Running the SafeArchive System using Amazon Web Services Close the Launch Instance Wizard

22. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview and Tour of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services A.Launching the SafeArchive AMI B.Configuring and Installing the SafeArchive AMI IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

23. Running the SafeArchive System using Amazon Web Services Allocate a New Address

24. Running the SafeArchive System using Amazon Web Services Yes, Allocate

25. Running the SafeArchive System using Amazon Web Services Associate the IP address with the SafeArchive AMI

26. Running the SafeArchive System using Amazon Web Services Associate the IP address with the SafeArchive AMI

27. Running the SafeArchive System using Amazon Web Services Add Custom TCP rules Ports: 22 3306 3700 3820 3920 4848 8080 8686

28. Running the SafeArchive System using Amazon Web Services PuTTY.exe

29. Running the SafeArchive System using Amazon Web Services Login: Odum Password: Odum

30. Running the SafeArchive System using Amazon Web Services Press Enter to accept the default inputs (as appropriate)

31. Running the SafeArchive System using Amazon Web Services Copy and paste the URL in the Firefox browser

32. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview and Tour of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services A.Launching the SafeArchive AMI B.Configuring and Installing the SafeArchive AMI IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

33. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview and Tour of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services A.Launching the SafeArchive AMI B.Configuring and Installing the SafeArchive AMI IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

34. Setting up the SafeArchive System User Name: administrator Password: administrator

35. Setting up the SafeArchive System Audit Schema Instance List

36. Setting up the SafeArchive System Edit the Owner-Institution Option List now

37. Setting up the SafeArchive System Enter the owner-institution name

38. Setting up the SafeArchive System Edit the Subject Option List now

39. Setting up the SafeArchive System Add a new subject

40. Setting up the SafeArchive System Refresh the Network-Status Data Tables

41. Setting up the SafeArchive System Edit Host attributes now

42. Setting up the SafeArchive System New host name: New ip address:

43. Setting up the SafeArchive System Edit Host Attributes

44. Setting up the SafeArchive System Edit Archival-unit attributes now

45. Setting up the SafeArchive System Edit Archival-unit Attributes

46. Setting up the SafeArchive System Create a New Audit Schema Instance

47. Setting up the SafeArchive System Create Audit Schema Instance

48. Setting up the SafeArchive System Edit TRAC Audit Checklist

49. Setting up the SafeArchive System Edit TRAC Audit Checklist

50. Setting up the SafeArchive System Save the TRAC Audit Checklist

51. Keeping your Archive Safe (and on TRAC) with SafeArchive and LOCKSS I.Introductions II.Overview and Tour of the SafeArchive System III.Hands On: Running the SafeArchive System using Amazon Web Services A.Launching the SafeArchive AMI B.Configuring and Installing the SafeArchive AMI IV.Break V.Hands On: Setting up the SafeArchive System VI.Hands On: Using the Safe Archive System

52. Using the SafeArchive System Detailed Network Status Data

53. Using the SafeArchive System Show Table

54. Using the SafeArchive System Table details

55. Using the SafeArchive System Operation Reports

56. Using the SafeArchive System User Name: administrator Password: administrator

57. Using the SafeArchive System Select parameter

58. Using the SafeArchive System Print Report

59. Using the SafeArchive System Audit Report

60. Using the SafeArchive System view the current report

61. Using the SafeArchive System view the current report with filters

62. Using the SafeArchive System BIRT Audit Report

63. Using the SafeArchive System Generate TRAC Audit Report

64. Using the SafeArchive System Generate a new TRAC Audit Report

65. Using the SafeArchive System TRAC Checklist: Result

66. Using the SafeArchive System BIRT TRAC Report

67. TERMINATE THE SAFEARCHIVE AMI!! Before you leave…

68. Documentation, Questions, Course Handouts, Links to Code www.safearchive.org Contacts: Micah Altman Jonathan Crabtree [Project Directors]