[openafs-wiki.git] / TWiki / TWikiInstallationGuide.mdwn

<div>
  <ul>
    <li><a href="#TWiki Installation Guide"> TWiki Installation Guide</a><ul>
        <li><a href="#Overview"> Overview</a></li>
        <li><a href="#Standard Installation"> Standard Installation</a><ul>
            <li><a href="#Step 1: Create  Configure the Di"> Step 1: Create &amp; Configure the Directories</a><ul>
                <li><a href="#Step 1 for Non-Root Accounts"> Step 1 for Non-Root Accounts</a></li>
              </ul>
            </li>
            <li><a href="#Step 2: Check the Server Directo"> Step 2: Check the Server Directory Settings</a></li>
            <li><a href="#Step 3: Enable Perl File Permiss"> Step 3: Enable Perl File Permissions</a></li>
            <li><a href="#Step 4: Set the Main Configurati"> Step 4: Set the Main Configuration File</a></li>
            <li><a href="#Step 5: Finish Up from Your Brow"> Step 5: Finish Up from Your Browser</a></li>
          </ul>
        </li>
        <li><a href="#Additional Server-Level Options"> Additional Server-Level Options</a><ul>
            <li><a href="#Adding a New Web"> Adding a New Web</a></li>
            <li><a href="#Enabling Basic Authentication (."> Enabling Basic Authentication (.htaccess)</a></li>
          </ul>
        </li>
        <li><a href="#TWiki File System Info"> TWiki File System Info</a></li>
      </ul>
    </li>
  </ul>
</div>

# <a name="TWiki Installation Guide"></a> TWiki Installation Guide

_Installation instructions for the current public release (01-Sep-2001)_

## <a name="Overview"></a> Overview

These installation steps are based on the Apache Web server on Linux. TWiki runs on other Web servers and Unix systems, and should be fine with any OS and server that meet the [[system requirements|Main/TWikiImplementationNotes]]. Documentation for other platforms is currently limited. For Windows, check TWiki:Codev/TWikiOnWindows. Search the TWiki:Codev web for other intallation notes.

- **_NOTE:_** This Guide assumes user `nobody` ownership for all files manipulated by the CGI scripts (executed by the Web server), and user `twiki` for all other files. You can:
  - replace `nobody` with another user if your server executes scripts under a different name (ex: default for Debian is `www-data`).
  - replace user `twiki` with your own username

<a name="StandardInstallation"></a>

## <a name="Standard Installation"></a> Standard Installation

Request and download the TWiki 01-Sep-2001 distribution in Unix ZIP format from <http://TWiki.org/download.html>.

### <a name="Step 1: Create  Configure the Di"></a> Step 1: Create &amp; Configure the Directories

- **_NOTE:_** _If you don't have access to your Web server configuration files - for example, if you're installing on an ISP-hosted account - use the [[alternative Step 1|Main/WebHome#StepOneB]] instead._
- **_NOTE:_** To install TWiki on SourceForge, for use on a software development project, read TWiki:Codev/SourceForgeHowTo.

- Create directory `/home/httpd/twiki` and unzip the TWiki distribution into this directory.
- The `twiki/bin` directory of TWiki must be set as a cgi-bin directory. Add `/home/httpd/twiki/bin` to file `/etc/httpd/httpd.conf` with only `ExecCGI` option.
- The `twiki/pub` directory of TWiki must be set so that it is visible as a URL. Add `/home/httpd/twiki` to file `httpd.conf` with normal access options (copy from `/home/httpd/html` ).
- Now add `ScriptAlias` for `/twiki/bin` and `Alias` for `/twiki` to file `httpd.conf` . <br />**_NOTE:_** The `ScriptAlias` **_must_** come before the `Alias`, otherwise, Apache will fail to correctly set up `/twiki/bin/`, by treating it as just another subdirectory of the `/twiki/` alias.

> **Example `httpd.conf` entries:**
>
>      ScriptAlias /twiki/bin/ "/home/httpd/twiki/bin/"
>      Alias /twiki/ "/home/httpd/twiki/"
>      <Directory "/home/httpd/twiki/bin">
>        Options +ExecCGI
>        SetHandler cgi-script
>        Allow from all
>      </Directory>
>      <Directory "/home/httpd/twiki/pub">
>        Options FollowSymLinks +Includes
>        AllowOverride None
>        Allow from all
>      </Directory>

- _Go directly to [[Step 2|Main/WebHome#StepTwo]]..._

<a name="StepOneB"></a>

#### <a name="Step 1 for Non-Root Accounts"></a> Step 1 for Non-Root Accounts

To install TWiki on a system where you don't have server administrator privileges, for example, on a hosted Web account:

- Download and unzip TWiki on your local PC
- Using the table below, create a directory structure on your host server
- Upload the TWiki files by FTP (transfer as _text_ except for the image files in `pub`)

> <table border="1" cellpadding="0" cellspacing="0">
>   <tr>
>     <th bgcolor="#99CCCC"><strong> TWiki dir: </strong></th>
>     <th bgcolor="#99CCCC"><strong> What it is: </strong></th>
>     <th bgcolor="#99CCCC"><strong> Where to copy: </strong></th>
>     <th bgcolor="#99CCCC"><strong> Example: </strong></th>
>   </tr>
>   <tr>
>     <td><code>twiki/bin</code></td>
>     <td> CGI bin </td>
>     <td> cgi-enabled dir </td>
>     <td><code>/home/smith/public_html/cgi-bin</code></td>
>   </tr>
>   <tr>
>     <td><code>twiki/lib</code></td>
>     <td> library files </td>
>     <td> same level as <code>twiki/bin</code></td>
>     <td><code>/home/smith/public_html/lib</code></td>
>   </tr>
>   <tr>
>     <td><code>twiki/pub</code></td>
>     <td> public files </td>
>     <td> htdoc enabled dir </td>
>     <td><code>/home/smith/public_html/pub</code></td>
>   </tr>
>   <tr>
>     <td><code>twiki/data</code></td>
>     <td> topic data </td>
>     <td> outside of htdoc tree (for security) </td>
>     <td><code>/home/smith/twiki/data</code></td>
>   </tr>
>   <tr>
>     <td><code>twiki/templates</code></td>
>     <td> web templates </td>
>     <td> outside of htdoc tree (for security) </td>
>     <td><code>/home/smith/twiki/templates</code></td>
>   </tr>
> </table>

<a name="StepTwo"></a>

### <a name="Step 2: Check the Server Directo"></a> Step 2: Check the Server Directory Settings

- Restart Apache by `/etc/rc.d/rc5.d/S85httpd restart` .
- Test if the `twiki/bin` directory is CGI-enabled:
  - Enter the URL of that directory into your browser ( `http://your.domain.com/twiki/bin` ). It is not set correctly as cgi-bin in case you get something like `"Index of /twiki/bin"` . It is OK if you get a message like `"Forbidden. You don't have permission to access /twiki/bin/ on this server."`
  - Execute the `testenv` script from your browser ( `http://your.domain.com/twiki/bin/testenv` ). It shows a table with all CGI environment variables. It also tests the settings in your `twiki/lib/TWiki.cfg` configuration file, which you will set later on.

### <a name="Step 3: Enable Perl File Permiss"></a> Step 3: Enable Perl File Permissions

- Make sure Perl 5 and the Perl CGI library are installed on your system. The default location of Perl is `/usr/bin/perl`. If Perl is installed elsewhere, change the first line of all scripts in the `twiki/bin` directory (or create a symbolic link from `/usr/bin/perl`).
  - **IMPORTANT:** On most ISP virtual domain accounts, Perl CGI scripts require a `.cgi` extension to run. Some systems need `.pl`, the regular Perl extension. Change all `twiki/bin` scripts appropriately if necessary.
- To be able to edit the Perl scripts and `.tmpl` files it is necessary to `chown` and `chgrp -R twiki` so all the files have the owner you want.
- The CGI scripts execute as `nobody`. Set the file permission of all Perl scripts in the `twiki/bin` directory as executable to `-rwxr-xr-x` (755).
- Set the permission of all files below `twiki/data` so that they are writable by user `nobody`. A simple way is to `chmod` them to `-rw-rw-r--` (664) and to `chown` them to `nobody`.
- Set the permission of the `twiki/data` directory and its subdirectories so that files in there are writable by user `nobody`. A simple way is to chmod them to `drwxrwxr-x` (775) and to `chown` them to `nobody`.
- Set the permission of the `twiki/pub` directory and all its subdirectories so that files in there are writable by user `nobody`. A simple way is to `chmod` them to `drwxrwxr-x` (775) and to `chown` them to `nobody`.

### <a name="Step 4: Set the Main Configurati"></a> Step 4: Set the Main Configuration File

- Edit the file `twiki/lib/TWiki.cfg` and set the variables to your needs.
  - Set the file extension in the `$scriptSuffix` variable to `cgi` or `pl` if required.
  - Make sure RCS is installed. Set `$rcsDir` in `twiki/lib/TWiki.cfg` to mach the location of your RCS binaries.
- Note in case the CGI scripts are **_not_** running as user `nobody`: The `*,v` RCS repository files delivered with the installation package are locked by user `nobody` . In case the user is different (ex: `www-data` ), it is not possible to check in files, this has the effect that the topic version number does not increase when saving a topic. In this case you need to unlock all repository files and lock them as user `www-data` (check the rcs man pages), or simply delete all the repository files. A simple way to switch the locker of the RCS files is to use sed: <br />`for f in *,v; do sed 's/nobody\:/www-data\:/' $f > x; mv x $f; done`
- **Security issue:** Directories `twiki/data` , `twiki/templates` and all its subdirectories should be set so that they are **_not_** visible as a URL. (Alternatively, move the directories to a place where they are not visible, and change the variables in `twiki/lib/TWiki.cfg` accordingly)
- Enable email notification of topic changes, [[MonitoringSiteActivity]] has more.
- Add the TWiki:Main/PoweredByTWikiLogo to your [[WebHome]] topic.

### <a name="Step 5: Finish Up from Your Brow"></a> Step 5: Finish Up from Your Browser

- Point your Web browser at `http://yourdomain.com/twiki/bin/view` and start TWiki-ing away!
- Edit the TWikiAdminGroup topic to include users with system administrator status.
- Edit the [[TWikiPreferences]] topic in the TWiki:TWiki web to set the `WIKIWEBMASTER` email address, the `WEBCOPYRIGHT` message, access privileges, and other preferences.
- Edit the [[WebPreferences]] topic in each web, if necessary: set access priviliges, individual `WEBCOPYRIGHT` messages, other preferences.
- Edit the [[WebNotify]] topic in all webs and add the users you want to notify.
- You can add new `%VARIABLES%`. Define site-level variables in the [[TWikiPreferences]] topic. See also: [[TWikiVariables]].

That's it for the standard virgin installation of TWiki. Read on for server-level customization options.

## <a name="Additional Server-Level Options"></a> Additional Server-Level Options

With your new TWiki installation up and running, you can manage most aspects of your site from the browser interface. Only a few functions require access to the server file system, via Telnet or FTP. You can make these server-level changes during installation, and at any time afterwards.

<a name="CreateWeb"></a>

### <a name="Adding a New Web"></a> Adding a New Web

To create a new web:

1. **Create** a new web data directory under `twiki/data` and check the file permission of the directory.
  - Use a name consisting of characters `A..Z` , `a..z` but **_not_** in [[WikiNotation]].
2. **Copy** all files from the `twiki/data/_default` directory to the new data directory, preserving the original files' owner, group and permissions (on Unix, use `cp -p`). The data files must be writable by the owner the CGI scripts are running on (usually, `nobody`).
  - **_HINT:_** You can set permissions of `.txt` and `.txt,v` files to `-rw-rw-rw-` (666) and then edit the topic using your browser; RCS will restore the file permissions correctly when saving the topic.
3. **Add** the new web to the web list (visible in the upper right corner of each topic) by editing the site-level preferences, [[TWikiPreferences]]:
  - Add the new web to the `%WIKIWEBLIST%` variable.
4. **Update** the web settings by editing the WebPreferences topic of the new web:
  - Customize the `%WEBTOPICLIST%` variable to contain the web-specific links you prefer.
  - Set the WEBBGCOLOR variable to a color. The number represents the unique color for the web.
  - Set Plugins, access privileges, custom variables, other web-level options (ex: `%WEBCOPYRIGHT%` can be set for an individual web).
5. **Add** the new web to the color-coded web directory table by editing the [[TWikiWebsTable]] topic.
6. **Test** the new web: view pages, create a new page.

That's it for a basic new web set-up!

Optionally, you can also:

- Create custom web-specific templates in a new `twiki/templates/Someweb` directory (otherwise, templates are inherited from `twiki/templates`).
- Add [[TWikiForms]] for form-based page input that's stored separately from the main free-form topic text.

**_NOTE:_** User home topics are located in the %WIKITOOLNAME%.Main web - don't try to move them or create them in other webs. From any other web, user signatures have to point to %WIKITOOLNAME%.Main web, using a `Main.UserName` or `%MAINWEB%.UserName` format. (The `%MAINWEB%` variable is an advantage if you ever change the Main web name, but the standard `Main.UserName` is easier for users to enter, which is the bottom line!

### <a name="Enabling Basic Authentication (."></a> Enabling Basic Authentication (.htaccess)

- If TWiki is installed on a non-authenticated server - not using SSL - and you'd like to authenticate users:
  1. **Rename** file `.htaccess.txt` in the `twiki/bin` directory to `.htaccess` and change it to your needs. For details, consult the HTTP server documentation (for Apache server: [[1]](http://www.apache.org/docs/mod/directives.html), [[2]](http://www.mcs.kent.edu/system/web_help/htaccess/introduction.html)). In particular, the following <font>red</font> part needs to be configured correctly: <br /><code>Redirect <font>/urlpath/to/TWiki/index.html</font> http://<font>your.domain.com/urlpath/to/TWiki/bin/</font>view</code><br /><code>AuthUserFile <font>/filepath/to/TWiki/data/</font>.htpasswd</code><br /><code>ErrorDocument 401 <font>/urlpath/to/TWiki/bin/</font>oops/TWiki/TWikiRegistration?template=oopsauth</code>
    - **_NOTE:_** In case you renamed the CGI script files to have a file extension you need to reflect that in the `edit`, `view`, `preview`, etc entries in `.htaccess`.
    - **_NOTE:_** The browser should ask for login name and password when you click on the <u>Edit</u> link. In case `.htaccess` does not have the desired effect you need to enable it: Add "AllowOverride All" to the Directory section of `access.conf` for your `twiki/bin` directory.
  2. **Copy** the [[TWikiRegistrationPub]] topic to [[TWikiRegistration]]. Do that by either editing the topics in theTWiki web, or by renaming the `.txt` and `.txt,v` files in the `twiki/data/TWiki` directory.
    - You can customize the registration form by deleting or adding input tags. The `name=""` parameter of the input tags must start with: `"Twk0..."` (if this is an optional entry), or `"Twk1..."` (if this is a required entry). This ensures that the fields are processed correctly.

- - **_NOTE:_** When a user registers, a new line with the username and encrypted password is added to the `data/.htpasswd` file. The `.htpasswd` file that comes with the TWiki installation includes user accounts for TWiki core team members that are used for testing on TWiki.org. You can edit the file and delete those lines.

## <a name="TWiki File System Info"></a> TWiki File System Info

See [[Appendix A: TWiki File System|Main/AppendixFileSystem]] for an installed system snapshot and descriptions of all files in the TWiki 01-Sep-2001 distribution.

-- [[PeterThoeny]] - 13 Sep 2001 <br /> -- [[MikeMannix]] - 14 Sep 2001 <br />