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Installation Guides

Note: This is the print view with all the Reference Manual pages on one page. The paginated version is available here, if you prefer that.

Ubuntu and Windows installation guides for Bika LIMS · In progress: Bika Wine and Interlab, FreeBSD

1. Linux

Bika Linux installation instructions tested with Ubuntu 6, 7 and 8

1.1. Installing Plone on Linux

Installing Plone 2.5
  • Open Synaptic Package Manager
  • Enter your password as requested
  • Search (Edit->Search...) for Plone
    • Type 'Plone' in your search box, and select 'Description and Name' in the 'Look In' drop-down.
  • Select 'zope-cmfplone' and 'plone-site' from your search result list. This should automatically download all needed dependencies. Select by right-clicking the two items and select 'Mark for Installation'
  • Then select 'Apply' from the tool bar.
  • Confirm that you want to download the selected packages.
  • You will be asked to supply an administrative login and password, for the purpose of this manual we will use;
    • Login: admin

    • Password: local

Once the installation is completed, Plone 2.5 should be installed with Zope 2.9, and a 'Plone-site' instance where you can start installing Bika.

For reference to further Bika Installation, the Bika Installation manual assumes the following configuration;
  • Plone instance can be found at /var/lib/zope2.9/instance/plone-site
  • Within the 'plone-site' directory contains the following directories;
    • bin => this is where runzope resides, which contents might need to be edited (in text editor) if the installation differers then here described
    • etc => this is where 'zope.conf' resides, which you need to edit to inser the 'environment' directive (see Bika Installation page) and possibly the port, by default: HTTPPORT 8080
    • Extensions =>
    • import => This folde ris used to store '*.zexp' files that you can impoprt into Plone.
    • lib =>
    • log => Contains log files
    • Products => Product directory, where Bika LIMS, Bika Wine, Bika Interlab product folders are copied into.
    • var => Where the database files reside.


1.2. Installing Bika LIMS

Ubuntu Linux Bika LIMS installation manual
  1. Download Bika LIMS from: http://sourceforge.net/project/showfiles.php?group_id=145464
  2. There are several Products listed;
    1. If you want to install Bika LIMS, then download the bika package, in whichever archive made available (rar, tar.gz, zip)
    2. There are two package types;
      1. Bika Product (stand-alone): e.g. bika-1.2.2.rar - this archive only contains the Bika product, but not Bika dependent products. Only download this package if you're upgrading Bika, but take note to make sure your Bika dependent products are up to date
      2. Bika Product Bundle; e.g.  bika-1.2.2_bundle.rar  - this archive contains the following;
        • bika - version LIMS 1.2.2
        • ATExtensions - version 0.7.1
        • ATSchemaEditorNG - version 0.4.2
        • PloneHelpCenter - version 0.9-Modified_by_Upfront
        • Portal Transport - version 1.1
        • stripogram
        • Upfront Contacts - version 0.4
  3. Extract the BIKA Product Package or Bika Product Bundle inside the Products directory of your Zope instance, assuming you have the same set-up described in the Plone installation page, this would be: /var/lib/zope2.9/instance/plone-site/Products
    1. If you would like to create a separate instance for bika, rather then the default 'Plone Site', open your Command line editor and enter the following
      ~$ cd /usr/lib/zope2.9/bin/mkzopeinstance
    2. You will be prompted to give the instance a name, and access details.
  4. Before you start up your Zope instance (although generally Zope starts automatically), you need to setup the ID server. Copy the 'start-id-server' shell script from the BIKA products directory inside '/var/lib/zope2.9/instance/plone-site/Products/bika/scripts' to the root of your Zope instance: '/var/lib/zope2.9/instance/plone-site'
  5. Modify the path to the Python binary inside the 'start-id-server' shell script and change the port if necessary.
  6. Edit the 'zope.conf' file in your Zope instance ( /var/lib/zope2.9/instance/plone-site/etc',  and add an 'environment' section for the ID Server:

    <environment>

    IDServerURL http://localhost:8081

    </environment>

  7. Start Zope (or re-start Zope) and browse to the management interface; typically enter the following address in your browser: http://localhost:8080/manage and a pop-up will appear requesting your login and password


    assuming you have the same set-up described in the Plone installation page, this would be:

    Login: admin & Password: local

  8. Following successful authentication you should see the following screen;


  9. Select 'Plone site' from the 'Add' drop down menu.

    create plone site
  10. Specify the id (short name, part of site's address), Title (title of the Bika site) and Description (of your BIKA instance) and select 'bika' from the 'Extension Profiles' at the bottom of the form. And click on 'Add Plone Site' and the following screen will appear:

    e.g. Id: 'bika', Title: 'Bika LIMS Portal', Description: 'This is the demo of Bika 1.2.2'
  11. After step 8 you should be automatically redirected to the ZMI, showing your new Bika instance
  12. Click on you bika instance, and then click on the 'View' tab to see bika full screen. Or alternatively, open a new browser window or tab, and enter the following address: http://localhost:8080/bika
  13. Uploading Sample Data for bika.

    NOTE: if you want to install Bika Wine or Bika Interlab, please only upload sample data at the end of the 'Wine' or 'Interlab' installation process.

    If you want to populate your Bika LIMS with sample data, login into bika as administrator, and enter the following address in your browser:
    http://localhost:8080/bika/load_sample_data

    NOTE: Make sure your IDServer is running!
    To run the IDServer on Ubuntu open your command line terminal and type:

    ~$ cd /var/lib/zope2.9/instance/plone-site
    ~$ ./start-id-server
  14. This will take several seconds, and will be followed by an blank screen with 'Ok' in the top left.
  15. Use the browser's back button to return to the Bika LIMS

Important ID Server Notes1:

  • The IDServer, once run, is supposed to create the following files;
    • /var/lib/zope2.9/instance/plone-site/log/id.counter
    • /var/lib/zope2.9/instance/plone-site/log/idserver.log
    • /var/lib/zope2.9/instance/plone-site/log/idserver.pid
  • If these files are NOT created when running the IDServer;
    • It's most probably due to the access rights (read/write/execute) of the Zope's log folder (/var/lib/zope2.9/instance/plone-site/log)
      • Either you can change the rights to the log folder so that the files can be created, or
      • You can create the files manually, but make sure they've got 'write' permissions.

If you have any trouble with the above installation procedure, please join the BIKA users mailing list and report any problems you might have.

http://lists.sourceforge.net/lists/listinfo/bika-users


Additional Contribution to this document by;

1) Sébastien DOVILLEZ - Magikal

1.4. Installing Bika Interlab

Bika Interlab installation guide
BIKA Interlab: add-on for proficiency testing and Inter-Laboratory Comparison.


BIKA is a LIMS, which is short for Laboratory Information Management
System.
Please refer to the README.txt in the bika directory

Pre-requisites:

  • BikaLims 1.2.5
  • RenderableCharts (which requires ReportLab - see below)


Tested with:

  • Zope 2.9.5
  • Plone 2.5.1
  • BikaLIMS 1.2.5

   

Installation:

NOTE: To install BIKA, you need to be familiar with the Zope or Plone installation procedure. We hope to have graphical installers soon to simplify installation.

  1. Copy BikaInterlab folder to your Plone Products folder.
  2. Install BikaLIMS as per instructions in the BikaLIMS Installation Guide
    Do not load the BikaLIMS sample data, or create any other data.
  3. Log on to your newly created bika site as administrator, and navigate to:

    1.  [site setup]

    2. [Add/Remove Products]

  4. Select BikaInterlab from the Products available for install


    and click on install. BikaInterlab will now appear in the Installed products list. 
  5. Test the graphing software installation with a page which graphs a set of dummy data. A smooth bell curve rendered with colours should be visible. If it is not, the graphing software has not been correctly installed. e.g. http://localhost:8080/instanceid/test_install

    You should see the following; (click on image to enlarge): Test Install

  6. Sample data has been provided in  ../bikainterlab/skins/bikainterlab/load_testdata.py and a subset in ../bikainterlab/skins/bikainterlab/load_smalltestdata.py
    This can be loaded by being logged in to your BIKA instance as the administrator, and executing the script in the browser: e.g. http://localhost:8080/instanceid/load_testdata

    If successful you should see an empty browser page with: 'OK' in the top left corner.


If you have any trouble with the above installation procedure, please join the BIKA users mailing list and report any problems you might have:


For latest Manuals, Tutorials, How-To's, Instruction Movies and other Help resources, please visit Bika Lab System's Help Centre at http://www.bikalabs.com/helpcentre

RenderableCharts Installation:

(included here from RenderableCharts README)

It is recommended that the RenderableCharts installation be tested with the example below before continuing with the BikaInterlab installation

ReportLab 1.19 is needed. See below

Works with ReportLab 1.20, _renderPM 1.0, _rl_accel 0.52 !

=====================================================================

Step-by-Step Installation How-To:

  1. Install ReportLab 1.19 from http://reportlab.org/downloads.html
  2. Install _renderPM 0.99 from http://reportlab.org/downloads.html
  3. Install PIL 1.1.4 from http://www.pythonware.com/products/pil/
  4. Install Adobe Acrobat Reader for the T1-Fonts
  5. Adapt the rl_config.py T1SearchPath to fit your system path to the Acrobat*/Resource/Font directory (see below)
  6. Unpack RenderableCharts-*.tar.gz in the Zope-Products folder
  7. Restart Zope


=====================================================================

Step-by-Step Example How-To:


  1. Add a ChartObject (name: my_chart):
    Id:                                   my_chart
    Title:                                My First simple ChartObject
    Name of ChartTemplate:   my_template
    List of DataObjects:          chart:get_chart_data  

    -> Add and Edit
  2. Add a ChartTemplate (name: my_template):
    Id:                       my_template
    Title:                    My First simple ChartTemplate
    Sample:               ClusteredBar

    -> Add and Edit
  3. Goto ZMI function Test, a nice horizontal bar chart should be visible now.
  4. Goto the folder where my_chart was added.
  5. Add a Database Connection for your favorite Database
    (name: database_connection)
  6. Add a ZSQLMethod (name: get_chart_data):
    Id:                        get_chart_data
    Title:                    My First simple ChartData
    Connection Id:            database_connection
    Arguments:                (enter nothing)
    Query Template:            (put here your SQL-Query, which should return row-by-row in the first column a categoryName andin the other columns values)

    -> Add
  7. Goto ChartObject my_chart -> ZMS function Test -> the horizontal bar chart with values from database should be visible now.


=====================================================================

Additional information in the RenderableCharts README, and from the product
web sites

ReportLab installation notes:

=============================
(from the ReportLab README - additional information in the ReportLab installation package)

Either unpack reportlab.zip or reportlab.tgz to some directory say d:\ReportLab. If you can, ensure that the  line terminator style is correct for your OS (man zip programs have a text mode option eg -a).

Create a .pth file, say reportlab.pth in your Python home directory.  It should have one line: e.g. /home/zope/plone/Products/ReportLab.

Alternatively unpack the archive into a directory which is already on your python path.

1.5. Installing Bika LIMS 2 Inkosi on Linux

Bika 2 Linux installation guide. Tested with Ubuntu Gutsy Gibbon 7.10 and Hardy Heron 8.04

Linux Penguin icon   Ubuntu 3D icon 48 x 48   Tested with Ubuntu Gutsy Gibbon 7.10 and Hardy Heron 8.04

Version 1.0,  26 May 2008


Requirements

Plone 2.5

Zope 2.9

Python 2.4

Tested with Plone 2.5.1 and Zope 2.9.5   


Installation guide


At this stage Plone must be installed already, see the Linux Plone installation page

  1. Download Bika LIMS from: http://sourceforge.net/project/showfiles.php?group_id=145464

  2. If you want to install Bika LIMS 2 Inkosi, then download the Bika package in the archive format that suits you best

    There are two types of packages:

    Bika only
    bika-2_1.rar - This archive only contains the Bika products, but not Bika dependent products. Only download if you already have a Bika installation
    Make sure your Bika dependent products are up to date

    Bika Product Bundle, bika-2_1_bundle. rar - this archive contains
    Plone Products
        * ATExtensions - version 0.7.1
        * ATSchemaEditorNG - version 0.4.2
        * bika - version LIMS 2.1
        * BikaCalendar - version 1.0
        * PloneHelpCenter - version 0.9-Modified_by_Upfront
        * Portal Transport - version 1.1
        * RenderableCharts version 0.9.8
        * stripogram
        * Upfront Contacts - version 0.4
    Additional Products
        * Reportlab - version 1.19    
        * ReportlabFonts                    Adobe fonts required by Reportlab

    The bundle folders are structured like this:

    Inkosi Bundle Layout

    Extract the downloaded archive to a temporary folder


    1. Install Reportlab

      NB Ubuntu Hardy Users
      , specify reportlab be installed on the Python 2.4 instance. On Ubuntu 8.04 onwards, Python 2.5 is used by the OS, and Plone 2.5 uses Python 2.4

      If you can't find the re_config.py file, it is suggested you install Reporlab from source
      python2.4 setup.py install

      Additional Installation Notes1:

      There are two ways two go about dealing with the report lab dependency on Ubuntu:

      sudo apt-get install python-reportlab
      But you don't get renderPM which is a dependency for  Bika.

      Or installing reportlab from the package and renderPM from source via svn checkout. Make sure you check out the source with https because they are having some issue with port 80 on the repository and 443 works.
      svn co https://www.reportlab.co.uk/svn/public/reportlab/trunk
      1) Additional Contribution to this document by Zaki Manian
    2. Copy the BikaFonts to a directory. e.g. /usr/local/lib/python2.4/site-packages/reportlab/fonts if Reportlab is installed here

    3. In Reportlab, e.g. /var/lib/zope2.9/instance/plone-site/Products/reportlab', edit rl_config.py, adding the BikaFonts path to the T1SearchPath parameter

      Example, depending on your installation, in /usr/local/lib/python2.4/site-packages/reportlab

      # places to look for T1Font information
      T1SearchPath = '/usr/local/lib/python2.4/site-packages/reportlab/fonts', #Linux, Acrobat 8?
      '/usr/local/Acrobat4', #Linux, Acrobat 4
      '/usr/local/Acrobat5', #Linux, Acrobat 5?
      '/usr/local/Acrobat7/Font', #Linux, Acrobat 5?
      '%(REPORTLAB_DIR)s/fonts' #special
      )

    4. Copy the _renderPM directory to /var/lib/zope2.9/instance/plone-site/Products

    5. Copy the Bika Product package or Bika Product Bundle to the Products directory of your Zope instance, assuming you have the same set-up described in the Linux Plone installation page, this would be /var/lib/zope2.9/instance/plone-site/Products

      1. If you would like to create a separate instance for bika, rather then the default 'Plone Site', open your Command line editor and enter the following
        ~$ cd /usr/lib/zope2.9/bin/mkzopeinstance
      2. You will be prompted to give the instance a name, and access details

    6. ID server

      Before you start up your Zope instance, generally Zope starts automatically, you need to setup the ID server

      Copy the 'start-id-server' shell script from the BIKA products directory inside /var/lib/zope2.9/instance/plone-site/Products/bika/scripts to the root of your Zope instance, e.g. /var/lib/zope2.9/instance/plone-site

    7. Modify the path to the Python binary inside the 'start-id-server' shell script and change the port if necessary

    8. Edit the zope.conf file in your Zope instance /var/lib/zope2.9/instance/plone-site/etc and add an <environment> section for the ID Server:

      <environment>

      IDServerURL http://localhost:8081

      </environment>

    9. Re-start Zope and browse to the management interface at http://localhost:8080/manage. Provide your login and password



      Assuming you have the same set-up described in the Linux Plone installation page  this would be

      Login: admin
      Password: local

    10. Following successful authentication you should see the following screen, the infamous Zope Management Interface or ZMI:



    11. Select 'Plone site' from the 'Add' drop down menu

      create plone site
    12. Specify the id - its short name, part of site's address, e.g. 'bika', Title, say 'Bika LIMS Portal' and Description of your choice

      Select 'bika' from the 'Extension Profiles' at the bottom of the form

      Click the [Add Plone Site] button




    13. After this step you should be automatically redirected to the ZMI, listing your new Bika instance

    14. Click on your bika instance, and then click on the 'View' tab to see bika full screen

      Alternatively, browse to http://localhost:8080/bika

    15. Test. Once your Bika installation is complete, navigate to 
       http://localhost:8080/bika/test_install

      It should display:

      Reportlab test image


      Report lab logo small manual

      http://www.reportlab.org/

    16. Uploading Sample Data for bika

      If you want to populate your Bika LIMS with demonstration data, login into bika as administrator, and run a set-up script by navigating too http://localhost:8080/bika/load_sample_data

      The script will run for several seconds, and then load a  white screen with reading 'Ok' at top left

      NB. Make sure your IDServer is running!

      To run the IDServer on Ubuntu open your command line terminal and type

      ~$ su zope
      ~$ cd /var/lib/zope2.9/instance/plone-site
      ~$ ./start-id-server
    17. Use the browser's back button to return to the Bika LIMS


    Important ID Server Notes2:

    The IDServer, once run, is supposed to create the following files;

      • /var/lib/zope2.9/instance/plone-site/log/id.counter

      • /var/lib/zope2.9/instance/plone-site/log/idserver.log

      • /var/lib/zope2.9/instance/plone-site/log/idserver.pid

    If these files are NOT created when running the IDServer, it's most probably due to the access rights on the Zope's log folder /var/lib/zope2.9/instance/plone-site/log

    Either change the rights to the log folder so that the files can be created

    or

    Create the files manually, but make sure they've got 'write' permissions

      If you have any trouble with the above installation procedure, please join the Bika users mailing list and report any problems you might have

      http://lists.sourceforge.net/lists/listinfo/bika-users

      Additional Contribution to this document by

      2) Sébastien DOVILLEZ - Magikal


      Additional ReportLab installation notes

      From the ReportLab README - additional information in the ReportLab installation package

      Either unpack reportlab.zip or reportlab.tgz to some directory say d:\ReportLab. If you can, ensure that the line terminator style is correct for your OS (man zip programs have a text mode option eg -a)

      Create a .pth file, say reportlab.pth in your Python home directory. It should have one line: e.g. /home/zope/plone/Products/ReportLab

      Alternatively unpack the archive into a directory which is already on your python path

      The Font Problem (Linux)
      ------------------------

      On Linux, renderPM needs to know the locations of the following
      fonts:

      AdobeSansMM.MMM.pfb
      AdobeSansMM.pfb
      AdobeSerifMM.MMM.pfb
      AdobeSerifMM.pfb
      Arial-BoldItalic.pfb
      Arial-Bold.pfb
      Arial-Italic.pfb
      Arial.pfb
      Courier-BoldOblique.pfb
      Courier-Bold.pfb
      Courier-Oblique.pfb
      Courier.pfb
      Symbol.pfb
      TimesNewRoman-BoldItalic.pfb
      TimesNewRoman-Bold.pfb
      TimesNewRoman-Italic.pfb
      TimesNewRoman.pfb
      ZapfDingbats.pfb

      These fonts may be downloaded from:

      http://bioinf.scri.ac.uk/lp/downloads/programs/genomediagram/linfonts.zip

      The locations that ReportLab will look for these fonts are defined in
      the file rl_config.py. The relevant part of this file, at the time of
      writing, looks like this:

      # places to look for T1Font information
      T1SearchPath = (
      'c:/Program Files/Adobe/Acrobat 6.0/Resource/Font', #Win32, Acrobat 6
      'c:/Program Files/Adobe/Acrobat 5.0/Resource/Font', #Win32, Acrobat 5
      'c:/Program Files/Adobe/Acrobat 4.0/Resource/Font', #Win32, Acrobat 4
      '%(disk)s/Applications/Python %(sys_version)s/reportlab/fonts', #Mac?
      '/usr/lib/Acrobat5/Resource/Font', #Linux, Acrobat 5?
      '/usr/lib/Acrobat4/Resource/Font', #Linux, Acrobat 4
      '/usr/local/Acrobat6/Resource/Font', #Linux, Acrobat 5?
      '/usr/local/Acrobat5/Resource/Font', #Linux, Acrobat 5?
      '/usr/local/Acrobat4/Resource/Font', #Linux, Acrobat 4
      '%(REPORTLAB_DIR)s/fonts', #special
      '%(REPORTLAB_DIR)s/../fonts', #special
      '%(REPORTLAB_DIR)s/../../fonts', #special
      '%(HOME)s/fonts', #special
      )

      Placing the font files in any of these locations should be enough to
      solve the problem. Otherwise, you may need to edit the rl_config.py
      file yourself to specify the appropriate location.

      2. Windows

      Installing Bika on MS Windows

      2.1. Installing Plone on Windows

      Downloading and installing Plone 2.5. Tested with Plone 2.5.3
      • Browse to http://plone.org/products/plone/release
      • Select and download the recommended Plone Windows installer
      • Once downloaded completely, run the installer, e.g.  plone-2.5.2-zope-2.exe, double-click on it
      •  This screen appears:



      • Click 'Next' to continue the set-up


      • Accept the License Agreement and click 'Next'


      • Browse to set a different path then the default. Or leave to default. Click 'Next'


      • Enter your administrative account details and click 'Next'

        For the purpose of this manual we use:
        Login: admin
        Password: local

      Plone Setup - Ready to Install

      • Click on Install, and the Plone will be installed -> this process will take na bit of time depending on your hardware spec.
      • Once finished the following screen will appear, click 'Finish'




      2.2. Installing Bika LIMS

      Windows Bika LIMS installation manual
      1. Download Bika LIMS from: http://sourceforge.net/project/showfiles.php?group_id=145464
      2. There are several Products listed;
        1. If you want to install Bika LIMS, then download the bika package, in whichever archive made available (rar, tar.gz, zip)
        2. There are two package types;
          1. Bika Product (stand-alone): e.g. bika-1.2.2.rar - this archive only contains the Bika product, but not Bika dependent products. Only download this package if you're upgrading Bika, but take note to make sure your Bika dependent products are up to date
          2. Bika Product Bundle; e.g.  bika-1.2.2_bundle.rar  - this archive contains the following;
            • bika - version LIMS 1.2.2
            • ATExtensions - version 0.7.1
            • ATSchemaEditorNG - version 0.4.2
            • PloneHelpCenter - version 0.9-Modified_by_Upfront
            • Portal Transport - version 1.1
            • stripogram
            • Upfront Contacts - version 0.4
      3. Extract the BIKA Product Package or Bika Product Bundle inside the Products directory of your Zope instance, assuming you have the same set-up described in the Plone installation page, this would be: C:\Program Files\Plone 2\Data\Products
      4. Copy start-id-server.bat from C:\Program Files\Plone2\Data\Products\bika\scripts to C:\Program Files\Plone2\Data
      5. Edit 'start-id-server.bat' so PYTHON and BIKA_BASE variables reflect your installation
        The Final content of the start-id-server.bat should look like this:

        @set PYTHON=C:\Program Files\Plone212\Python\python.exe
        @set BIKA_BASE=C:\Program Files\Plone212\Data
        @set COUNTER_FILE=%BIKA_BASE%\var\idserver.counter
        @set LOG_FILE=%BIKA_BASE%\var\idserver.log
        @set PID_FILE=%BIKA_BASE%\var\idserver.pid
        @set SCRIPT=%BIKA_BASE%\Products\bika\scripts\id-server.py
        @set PORT=8081
        "%PYTHON%" "%SCRIPT%" -f "%COUNTER_FILE%" -p "%PORT%" -l "%LOG_FILE%" %1 %2 %3 %4 %5 %6 %7

        The section in bold needs to be added

        ONLY for Windows users: Alternatively you can download the patched start-id-server.bat from here:

      6. Edit C:\Program Files\Plone2\Data\etc\zope.conf with <Environment> variable
        Add in 'environment' section for the ID Server (and remove all other 'environment' settings):

         <environment>
         IDServerURL http://localhost:8081
        </environment>
      7. ALSO due to a quirk between Plone & windows, edit C:\Program Files\Plone2\Data\etc\zope.conf also un-comment the following section: 'Directive: suppress-all-access-rules'
        so that you get the following line below Example;

        suppress-all-access-rules on
      8. Run 'runzope.bat' from C:\Program Files\Plone212\Data\bin or

        1. Run the Plone Control panel (which you can find from Start -> Programs -> Plone -> Plone



          Click on the Start button

          Click on the 'Zope Management Interface' button, and the ZMI should open up in a new browser window
      9. Start the IDServer from C:\Program Files\Plone 2\Data
        Test by browsing to http://localhost:8081/ - if running it will display a number, and will increment it with every reload
      10. {Skip this step if you used the Plone Controller} Open Browser, go to ZMI, typically http://localhost:8080/manage
      11. ZMI: a pop-up will appear requesting your login and password
        zope login
        assuming you have the same set-up described in the Plone installation page, this would be:

        Login: admin & Password: local

      12. Following successful authentication you should see the following screen;


      13. Select 'Plone site' from the 'Add' drop down menu.

      14. Specify the id (short name, part of site's address), Title (title of the Bika site) and Description (of your BIKA instance) and select 'bika' from the 'Extension Profiles' at the bottom of the form. And click on 'Add Plone Site' and the following screen will appear:

        e.g. Id: 'bika', Title: 'Bika LIMS Portal', Description: 'This is the demo of Bika 1.2.2'
      15. After step 14 you should be automatically redirected to the ZMI, showing your new Bika instance
      16. Click on you bika instance, and then click on the 'View' tab to see bika full screen. Or alternatively, open a new browser window or tab, and enter the following address: http://localhost:8080/bika
      17. Uploading Sample Data for bika.

        NOTE: if you want to install Bika Wine or Bika Interlab, please only upload sample data at the end of the 'Wine' or 'Interlab' installation process.

        If you want to populate your Bika LIMS with sample data, login into bika as administrator, and enter the following address in your browser:
        http://localhost:8080/bika/load_sample_data

        NOTE: Make sure your IDServer is running!

      18. This will take several seconds, and will be followed by an blank screen with 'Ok' in the top left. 

      19. Use the browser's back button to return to the Bika LIMS


      If you have any trouble with the above installation procedure, please join the BIKA users mailing list and report any problems you might have.

      http://lists.sourceforge.net/lists/listinfo/bika-users

      2.3. Installing Bika LIMS 2 Inkosi on Windows

      Bika LIMS 2 installation guide for Windows. Tested with XP Pro 5.1

      Windows Icon    Windows XP Pro 5.1


      Version 1.0 of 26 May 2008


      Requirements

      Plone 2.5

      Zope 2.9

      Python 2.4

      Tested with Plone 2.5.3 and Zope 2.9.7


      Installation guide


      At this stage Plone must be installed already, see the Win Plone installation page

      There are several Bika Products listed at http://sourceforge.net/project/showfiles.php?group_id=145464


        1. If you want to install Bika LIMS 2 Inkosi, then download the Bika package in the archive format that suits you best
        2. There are two types of packages:

          Bika only

          E.g. bika-2_1.rar - this archive only contains the Bika products, but not Bika dependent products. Only download if you already have a Bika installation. Make sure your Bika dependent products are up to date

          Bika Product Bundle, bika-2_1_bundle. rar - this archive contains

          Plone Products
          • ATExtensions - version 0.7.1
          • ATSchemaEditorNG - version 0.4.2
          • bika - version LIMS 2.1
          • BikaCalendar - version 1.0
          • PloneHelpCenter - version 0.9-Modified_by_Upfront
          • Portal Transport - version 1.1
          • RenderableCharts version 0.9.8
          • stripogram
          • Upfront Contacts - version 0.4

          Additional Products
          • _renderPM 0.99                   Win32dlls-py24
          • Reportlab - version 1.19     
          • ReportlabFonts                    Adobe fonts required by Reportlab

          It comes bundled in this folder structure:

          Inkosi Bundle Layout

        3. Extract the Bika bundle to a temporary folder

          Copy the folder in the Plone Products directory to the Products folder of your Zope instance

          Assuming you have the same set-up described in the Plone installation page, this would be C:\Program Files\Plone 2\Data\Products

        4. ID server

          Nemesis, take special care

          Copy start-id-server.bat
          from   C:\Program Files\Plone 2\Data\Products\bika\scripts
          to       C:\Program Files\Plone 2\Data

          If necessary, edit start-id-server.bat for the PYTHON and BIKA_BASE variables to reflect your installation. If you kept to the recommended folder paths and names, everything should be fine:

          @set PYTHON=C:\Program Files\Plone 2\Python\python.exe
          @set BIKA_BASE=C:\Program Files\Plone 2\Data
          @set COUNTER_FILE=%BIKA_BASE%\var\idserver.counter
          @set LOG_FILE=%BIKA_BASE%\var\idserver.log
          @set PID_FILE=%BIKA_BASE%\var\idserver.pid
          @set SCRIPT=%BIKA_BASE%\Products\bika\scripts\id-server.py
          @set PORT=8081

          "%PYTHON%" "%SCRIPT%" -f "%COUNTER_FILE%" -p "%PORT%" -l "%LOG_FILE%" %1 %2 %3 %4 %5 %6 %7

        5. Edit zope.conf, in C:\Program Files\Plone 2\Data\etc\zope.conf

          Edit the <Environment> paragraph in the Environment directive, to include the ID Server address

          Maintain the HTTP_MANAGE $ZOPE_MANAGEZODB_PORT setting
          <environment>
          HTTP_MANAGE $ZOPE_MANAGEZODB_PORT
          IDServerURL http://localhost:8081
          </environment>
        6. Graphics

          Bika 2 QC graphs require Reportlab

          If you installed the Bika Bundle, RenderableCharts will be in
          your Product directory c:\Program Files\Plone 2\Data\Products

          i) Copy the extracted reportlab folder to Python, into a reportlab - all lower case -
          folder e.g. C:\Program Files\Plone 2\Python\Lib\reportlab.
          MANIFEST.txt should be in c:\Program Files\Plone 2\Python\Lib and
          rl_config.py should be inside
          c:\Program Files\Plone 2\Python\Lib\reportlab

          ii) Copy the ReportlabFonts to a directory of your choice, e.g. C:\ReportlabFonts

          iii) In the reportlab folder, edit rl_config.py and add the
          ReportlabFonts path to the T1SearchPath parameter, e.g.
          # places to look for T1Font information
          T1SearchPath =  ('C:/ReportlabFonts',
                  'c:/Program Files/Adobe/Acrobat 6.0/....

          iv) Copy _renderPM dlls from renderPM_Win32dlls-py24 to python,
          to C:\Program Files\Plone 2\Python\DLLs

          v) Test. Once your Bika installation is complete, navigate to
           http://localhost:8080/bika/test_install

          It should display:

          Reportlab test image


          Report lab logo small manual

          http://www.reportlab.org/

        7. Run 'runzope.bat' from C:\Program Files\Plone 2\Data\bin

          or

          Run the Plone Control panel which you can find from Start -> Programs -> Plone -> Plone




          Click on the Start button



          Click on the 'Zope Management Interface' button, and the ZMI should open up in a new browser window

        8. Start the IDServer from C:\Program Files\Plone 2\Data
          Test by browsing to http://localhost:8081/ - if running it will display a number, and will increment it with every reload

        9. [Skip this step if you used the Plone Controller]
          Open Browser, go to ZMI, typically http://localhost:8080/manage

        10. ZMI: a pop-up will appear requesting your login and password


          zope login

        11. assuming you have the same set-up described in the Plone installation page, this would be


          Login: admin
          Password: local

        12. Following successful authentication you should see the following screen, the infamous Zope Management Interface or ZMI:



        13. Select 'Plone site' from the 'Add' drop down menu




        14. This screen will appears:



          Specify the id - its short name, part of site's address, e.g. 'bika', Title, say 'Bika LIMS Portal' and Description of your choice

          Select 'bika' from the 'Extension Profiles' at the bottom of the form

          Click the [Add Plone Site] button

        15. You should be automatically redirected to the Zope Management Interface (ZMI), listing your new Bika instance

        16. Click on you bika instance, and then click on the 'View' tab to see bika full screen. Or alternatively, open a new browser window or tab, and enter the following address: http://localhost:8080/bika

        17. Uploading demonstration data

          If you want to populate your Bika LIMS with sample data, login into bika as administrator, and enter the following address in your browser:
          http://localhost:8080/bika/load_sample_data

          NOTE: Make sure your IDServer is running!

        18. This will take several seconds, and will be followed by a blank screen with 'Ok' in the top left

        19. Use the browser's back button to return to the Bika LIMS

      If you have any trouble with the above installation procedure, please join the Bika users mailing list and report any problems you might have.

      http://lists.sourceforge.net/lists/listinfo/bika-users



      2.4. Installing Bika Interlab

      Bika Interlab installation guide
      BIKA Interlab: add-on for proficiency testing and Inter-Laboratory Comparison.


      BIKA is a LIMS, which is short for Laboratory Information Management
      System.
      Please refer to the README.txt in the bika directory

      Pre-requisites:

      • BikaLims 1.2.5
      • RenderableCharts (which requires ReportLab - see below)


      Tested with:

      • Zope 2.9.5
      • Plone 2.5.1
      • BikaLIMS 1.2.5

         

      Installation:

      NOTE: To install BIKA, you need to be familiar with the Zope or Plone installation procedure. We hope to have graphical installers soon to simplify installation.

      1. Copy BikaInterlab folder to your Plone Products folder.
      2. Install BikaLIMS as per instructions in the BikaLIMS Installation Guide
        Do not load the BikaLIMS sample data, or create any other data.
      3. Log on to your newly created bika site as administrator, and navigate to:

        1.  [site setup]

        2. [Add/Remove Products]

      4. Select BikaInterlab from the Products available for install


        and click on install. BikaInterlab will now appear in the Installed products list. 
      5. Test the graphing software installation with a page which graphs a set of dummy data. A smooth bell curve rendered with colours should be visible. If it is not, the graphing software has not been correctly installed. e.g. http://localhost:8080/instanceid/test_install

        You should see the following; (click on image to enlarge): Test Install

      6. Sample data has been provided in  ../bikainterlab/skins/bikainterlab/load_testdata.py and a subset in ../bikainterlab/skins/bikainterlab/load_smalltestdata.py
        This can be loaded by being logged in to your BIKA instance as the administrator, and executing the script in the browser: e.g. http://localhost:8080/instanceid/load_testdata

        If successful you should see an empty browser page with: 'OK' in the top left corner.


      If you have any trouble with the above installation procedure, please join the BIKA users mailing list and report any problems you might have:


      For latest Manuals, Tutorials, How-To's, Instruction Movies and other Help resources, please visit Bika Lab System's Help Centre at http://www.bikalabs.com/helpcentre

      RenderableCharts Installation:

      (included here from RenderableCharts README)

      It is recommended that the RenderableCharts installation be tested with the example below before continuing with the BikaInterlab installation

      ReportLab 1.19 is needed. See below

      Works with ReportLab 1.20, _renderPM 1.0, _rl_accel 0.52 !

      =====================================================================

      Step-by-Step Installation How-To:

      1. Install ReportLab 1.19 from http://reportlab.org/downloads.html
      2. Install _renderPM 0.99 from http://reportlab.org/downloads.html
      3. Install PIL 1.1.4 from http://www.pythonware.com/products/pil/
      4. Install Adobe Acrobat Reader for the T1-Fonts
      5. Adapt the rl_config.py T1SearchPath to fit your system path to the Acrobat*/Resource/Font directory (see below)
      6. Unpack RenderableCharts-*.tar.gz in the Zope-Products folder
      7. Restart Zope


      =====================================================================

      Step-by-Step Example How-To:


      1. Add a ChartObject (name: my_chart):
        Id:                                   my_chart
        Title:                                My First simple ChartObject
        Name of ChartTemplate:   my_template
        List of DataObjects:          chart:get_chart_data  

        -> Add and Edit
      2. Add a ChartTemplate (name: my_template):
        Id:                       my_template
        Title:                    My First simple ChartTemplate
        Sample:               ClusteredBar

        -> Add and Edit
      3. Goto ZMI function Test, a nice horizontal bar chart should be visible now.
      4. Goto the folder where my_chart was added.
      5. Add a Database Connection for your favorite Database
        (name: database_connection)
      6. Add a ZSQLMethod (name: get_chart_data):
        Id:                        get_chart_data
        Title:                    My First simple ChartData
        Connection Id:            database_connection
        Arguments:                (enter nothing)
        Query Template:            (put here your SQL-Query, which should return row-by-row in the first column a categoryName andin the other columns values)

        -> Add
      7. Goto ChartObject my_chart -> ZMS function Test -> the horizontal bar chart with values from database should be visible now.


      =====================================================================

      Additional information in the RenderableCharts README, and from the product
      web sites

      ReportLab installation notes:

      =============================
      (from the ReportLab README - additional information in the ReportLab installation package)

      Either unpack reportlab.zip or reportlab.tgz to some directory say d:\ReportLab. If you can, ensure that the  line terminator style is correct for your OS (man zip programs have a text mode option eg -a).

      Create a .pth file, say reportlab.pth in your Python home directory.  It should have one line: d:/ReportLab.

      Alternatively unpack the archive into a directory which is already on your python path.

       

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