Admin Guide for OJS, OMP and OPS

<!DOCTYPE html> <html lang="en-US"> <title>Admin Guide for OJS, OMP and OPS - PKP Developer Docs</title> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta property="og:title" content="Admin Guide for OJS, OMP and OPS - PKP Developer Docs" /> <meta property="og:site_name" content="PKP Docs"> <meta name="description" content="A guide for system administrators who want to install, deploy and maintain Open Journal Systems (OJS), Open Monograph Press (OMP) or Open Preprint Systems (OPS)."> <meta property="og:description" content="A guide for system administrators who want to install, deploy and maintain Open Journal Systems (OJS), Open Monograph Press (OMP) or Open Preprint Systems (OPS)."> <meta property="og:url" content="https://docs.pkp.sfu.ca/admin-guide/en/"> <link type="text/css" href="/css/book.css" rel="stylesheet" media="all"> <script defer src="/assets/js/smooth-scroll.polyfills.min.js"></script> <script defer src="/assets/js/fontawesome.min.js"></script> <body class="body--withSidebar"> <div class="bookHeader"> <button id="sidebarControl" class="bookHeader__sidebarControl"> <span class="fa fa-bars" aria-hidden="true"></span> <span class="fa fa-times" aria-hidden="true"></span> <span class="-screenReader">Toggle Menu</span> </button> <a class="bookHeader__logo" href="/"> <img src="/img/logo-on-white.png" alt="PKP Docs" class="bookHeader__logoImage"> </a> <div class="bookHeaderTools"> <div class="versions"> <span class="version version--current">3.4</span> <a href="/admin-guide/3.3/en" class="version">3.3</a> </div> </div> </div> <div class="book"> <a href="#sidebar" class="-screenReader"> Jump to table of contents </a> <div class="book__page"> <div class="book__content"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/admin-guide/en/index.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> <h1 id="administrators-guide"> Administrator’s Guide </h1> <p>This is a guide for system administrators who want to install, deploy and maintain <a href="https://pkp.sfu.ca/software/ojs">Open Journal Systems (OJS)</a>, <a href="https://pkp.sfu.ca/software/omp">Open Monograph Press (OMP)</a> or <a href="https://pkp.sfu.ca/software/ops">Open Preprint Systems (OPS)</a>. It covers everything from getting started with your first test install to optimizing large production instances and importing and exporting data.</p> <ul> <li><a href="./getting-started">Getting Started</a> — A quick-start guide to install the software locally or in a test server. Use this if you want to try out the software.</li> <li><a href="./deploy">Deployment</a> — Detailed instructions to configure the software correctly and run it securely in a production environment. Use this before you run a live instance of the software.</li> <li><a href="./data-import-and-export">Import/Export</a> — An overview of the options available to import and export data. Read this if you need to import a back catalogue or transfer data from or to another scholarly publishing system.</li> <li><a href="./securing-your-system">Security</a> — Best practices for running a secure server. Read this if you’re not confident about securing your server.</li> <li><a href="./statistics">Statistics</a> — An overview of the statistics available in the system. Read this if you need to compile reports about readers, registered users, editorial activity or subscriptions.</li> </ul> <hr /> <p>Ready to <a href="./getting-started">get started</a>?</p> <hr> <p>Copyright: Simon Fraser University holds the copyright for work produced by the Public Knowledge Project and has placed its documentation under a <a href="https://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>.</p> <p><a href="https://creativecommons.org/licenses/by/4.0/"><img src="https://licensebuttons.net/l/by/4.0/88x31.png" alt="Creative Commons Attribution 4.0 International" title="Creative Commons Attribution 4.0 International" /></a></p> <div class="book__footer"> <div class="book__improve"> <a href="https://github.com/pkp/pkp-docs/edit/main/admin-guide/en/index.md"> Edit this page </a> or <a href="https://pkp.sfu.ca/documentation-feedback/"> make a suggestion </a> </div> </div> </div> </div> <div class="book__sidebarScreen"></div> <div id="sidebar" class="book__sidebar"> <div class="book__summary"> <h1 id="table-of-contents">Table of contents</h1> <ul> <li><a href="./">Introduction</a></li> <li><a href="./getting-started">Getting Started</a> <ul> <li><a href="./getting-started#system-requirements">Requirements</a></li> <li><a href="./getting-started#download">Download</a></li> <li><a href="./getting-started#install">Install</a></li> </ul> </li> <li><a href="./deploy">Deployment</a> <ul> <li><a href="./deploy#configuration">Configuration</a></li> <li><a href="./deploy-email">Email</a></li> <li><a href="./deploy-jobs">Jobs</a></li> <li><a href="./deploy-users">Users</a></li> <li><a href="./deploy-multi-tenant">Multi-tenant</a></li> <li><a href="./deploy-sandbox">Sandbox</a></li> </ul> </li> <li><a href="data-import-and-export">Import/Export</a> <ul> <li><a href="data-import-and-export#rest-api">REST API</a></li> <li><a href="data-import-and-export#native-xml">Native XML</a></li> <li><a href="data-import-and-export#quicksubmit">QuickSubmit</a></li> <li><a href="data-import-and-export#oai">OAI</a></li> <li><a href="data-import-and-export#users">Users</a></li> <li><a href="data-import-and-export#export-to-services">Export to Services</a></li> <li><a href="data-import-and-export#cli-tools">CLI Tools</a></li> <li><a href="data-import-and-export#troubleshooting">Troubleshooting</a></li> </ul> </li> <li><a href="securing-your-system">Security</a> <ul> <li><a href="securing-your-system#security-checklist">Checklist</a></li> <li><a href="securing-your-system#file-permissions">File Permissions</a></li> <li><a href="securing-your-system#sslencryption">SSL/Encryption</a></li> </ul> </li> <li><a href="statistics">Statistics</a> <ul> <li><a href="statistics#settings">Settings</a></li> <li><a href="statistics#download">Download</a></li> <li><a href="statistics#recover-lost-data">Recover Lost Data</a></li> <li><a href="statistics#frequently-asked-questions">FAQ</a></li> </ul> </li> <li><a href="troubleshooting">Troubleshooting</a> <ul> <li><a href="./troubleshooting#permissions-file-access-etc">Permissions, File Access, Etc.</a></li> <li><a href="./troubleshooting#character-encoding">Character Encoding</a></li> <li><a href="./troubleshooting#error-reporting-blank-pages-diagnostics-etc">Error-reporting</a></li> </ul> </li> </ul> </div> <div class="book__backToHub"> <span class="fa fa-long-arrow-alt-left" aria-hidden="true"></span> <p>Back to <a href="/">all documentation</a>.</p> </div> <div class="book__spacer"></div> </div> </div> <div class="book__footerWrapper"> <div class="siteFooter"> <nav class="siteFooter__container"> <div class="siteFooter__top"> <div class="siteFooter__nav"> <div class="siteFooter__navHeader"> Contact Us </div> <p>Have a question or suggestion about PKP’s documentation and user guides? <a href="https://pkp.sfu.ca/documentation-feedback/">Use our documentation contact form</a>.</p> <p>If your message is not about documentation, please use the general <a href="https://pkp.sfu.ca/contact-us/">contact form</a>.</p> </div> <div class="siteFooter__nav"> <div class="siteFooter__navHeader"> Community </div> <p><a href="https://pkp.sfu.ca/documentation-interest-group/">Documentation Interest Group</a></p> <p><a href="/contributing/en/">Contributing Documentation</a></p> <p><a href="/translating-guide/">Translating Guide</a></p> <p><a href="https://forum.pkp.sfu.ca">Community Forum</a></p> </div> <div class="siteFooter__nav"> <div class="siteFooter__navHeader"> About </div> <p><a href="https://pkp.sfu.ca">Public Knowledge Project</a></p> <p><a href="https://pkpservices.sfu.ca/">PKP|Publishing Services</a></p> </div> <div class="siteFooter__logo"> <a href="https://pkp.sfu.ca"> <img src="/img/logo-on-grey.png" alt="Public Knowledge Project"> </a> <p>The Public Knowledge Project is a Core Facility of Simon Fraser University</p> <p>888 University Drive, Burnaby, B.C., Canada V5A 1S6</p> <p>We respectfully acknowledge that SFU occupies the unceded traditional territories of the Coast Salish peoples of the Musqueam, Squamish, and Tsleil-Waututh Nations.</p> </div> </div> <div class="siteFooter__bottom"> <p class="footer-copyright"><span class="terms-text"><a href="https://www.sfu.ca/contact/terms-conditions.html" target="_blank">TERMS & CONDITIONS</a> © SIMON FRASER UNIVERSITY.</span><span class="copyright-text"><img src="/img/creativecommons.svg" alt="Creative Commons logo" /><img src="/img/attribution.svg" alt="Attribution icon" /><a href="https://creativecommons.org/licenses/by/2.0/" target="_blank">CC-BY 2.0</a></span><span class="footer-copyright-separator"> | </span><span class="ab-link">Website by <a target="_blank" href="https://www.affinitybridge.com">Affinity Bridge</a></span></p> </div> </div> </div> </div> <script type="text/javascript">/** * Toggle the sidebar open/closed */ (function() { var sidebar = document.getElementById('sidebar'); var sidebarControl = document.getElementById('sidebarControl'); var isOpen = false; var sidebarOpenClass = ' -sidebarIsOpen'; if (!sidebar || !sidebarControl) { return; } // Toggle sidebar function toggle() { if (isOpen) { document.body.className = document.body.className.replace(new RegExp(sidebarOpenClass, 'g'), ''); } else { document.body.className = document.body.className + sidebarOpenClass; } isOpen = !isOpen; } sidebarControl.addEventListener('click', toggle); })(); </script> <script type="text/javascript">/** * Initialize smooth scrolling to anchor links * * See: https://github.com/cferdinandi/smooth-scroll */ (function() { function init() { if (typeof SmoothScroll === 'undefined') { setTimeout(init, 500); } else { var scroll = new SmoothScroll('a[href*="#"]', {easing: 'easeInOutCubic', offset:80}); } } init(); })(); </script>  <script async src="https://www.googletagmanager.com/gtag/js?id=UA-130558797-1"></script> <script> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-130558797-1'); </script>  <script> (function(h,o,t,j,a,r){ h.hj=h.hj||function(){(h.hj.q=h.hj.q||[]).push(arguments)}; h._hjSettings={hjid:2436159,hjsv:6}; a=o.getElementsByTagName('head')[0]; r=o.createElement('script');r.async=1; r.src=t+h._hjSettings.hjid+j+h._hjSettings.hjsv; a.appendChild(r); })(window,document,'https://static.hotjar.com/c/hotjar-','.js?sv='); </script>  <script type="text/javascript"> var _paq = _paq || []; _paq.push(["setDocumentTitle", document.domain + "/" + document.title]); _paq.push(["setCookieDomain", "*.docs.pkp.sfu.ca"]); _paq.push(["setDomains", ["*.docs.pkp.sfu.ca"]]); _paq.push(["trackPageView"]); _paq.push(["enableLinkTracking"]); (function() { var u = (("https:" == document.location.protocol) ? "https" : "http") + "://" + "matomo.publicknowledgeproject.org/pkp/"; _paq.push(["setTrackerUrl", u + "piwik.php"]); _paq.push(["setSiteId", "40"]); var d = document, g = d.createElement("script"), s = d.getElementsByTagName("script")[0]; g.type = "text/javascript"; g.defer = true; g.async = true; g.src = u + "piwik.js"; s.parentNode.insertBefore(g, s); })(); </script>  </body> </html>

CINXE.COM

Admin Guide for OJS, OMP and OPS - PKP Developer Docs