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[freeside.git] / httemplate / docs / install.html
1 <head>
2   <title>Installation</title>
3 </head>
4 <body>
5 <h1>Installation</h1>
6 Before installing, you need:
7 <ul>
8   <li>A web server, such as <a href="http://www.apache-ssl.org">Apache-SSL</a> or <a href="http://www.apache.org">Apache</a>
9   <li><a href="http://perl.apache.org/">mod_perl</a>
10   <li><a href="http://www.openssh.com//">SSH</a>
11   <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
12   <li>A <b>transactional</b> database engine supported by Perl's <a href="http://www.hermetica.com/technologia/DBI/">DBI</a>.  <a href="http://www.postgresql.org/">PostgreSQL</a> is recommended.  (see the <a href="postgresql.html">PostgreSQL notes</a>)  <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>.
13   <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
14     <ul>
15       <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
16       <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually)
17       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
18       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
19       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
20       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
21       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
22       <li><a href="http://search.cpan.org/search?dist=libnet">libnet</a>
23       <li><a href="http://search.cpan.org/search?dist=Locale-Codes">Locale-Codes</a>
24       <li><a href="http://search.cpan.org/search?dist=Net-Whois">Net-Whois</a>
25       <li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
26       <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
27       <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a>
28       <li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
29       <li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
30       <li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
31       <li><a href="http://search.cpan.org/search?dist=File-CounterFile">File-CounterFile</a>
32       <li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
33       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
34       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
35       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
36       <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a>
37       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
38       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
39       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
40       <li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
41       <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
42     </ul>
43 </ul>
44 Install the Freeside distribution:
45 <ul>
46   <li>Add the user `freeside' to your system.
47   <li>Allow the freeside user full access to the freeside database.
48     <ul>
49       <li> with <a href="http://www.mysql.com/Manual_chapter/manual_Privilege_system.html#Privilege_system">MySQL</a>:<pre>$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
50 $ mysql -u root -p
51 mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY '<i>set_a_freeside_database_password</i>';</pre>
52       <li> with <a href="http://postgresql.readysetnet.com/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>
53     </ul>
54   <li>Add the freeside database to your database engine.  (with <a href="http://www.mysql.com/Manual_chapter/manual_Reference.html#CREATE_DATABASE">MySQL</a>) (with <a href="http://postgresql.readysetnet.com/users-lounge/docs/7.1/postgres/managing-databases.html#MANAGE-AG-CREATEDB">PostgreSQL</a>)
55   <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>
56   <li>Build and install the Perl libraries:
57     <pre>
58 $ cd FS/
59 $ perl Makefile.PL
60 $ make
61 $ su
62 # make install UNINST=1</pre>
63   <li>Copy or link fs-x.y.z/htdocs to your web server's document space.  <pre>mkdir /usr/local/apache/htdocs/freeside
64 cp -r fs-x.y.z/htdocs/* /usr/local/apache/htdocs/freeside</pre> or <pre>ln -s /full/path/to/fs-x.y.z/htdocs /usr/local/apache/htdocs/freeside</pre>
65   <li>Restrict access to this web interface.  (with <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache</a>)
66   <li>Enable CGI execution for files with the `.cgi' extension.  (with <a href="http://www.apache.org/docs/mod/mod_mime.html#addhandler">Apache</a>)
67   <li>Set ownership and permissions for the web interface.  The web interface needs to run as the freeside user - there are several ways to do this.
68     <li>You should run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
69 </ul>
70 <table>
71   <tr>
72     <th>Apache::ASP</th><th>Mason</th>
73   </tr>
74   <tr>
75     <td><ul>
76       <li>Run <tt>make aspdocs</tt>
77       <li>Copy <tt>aspdocs/</tt> to your web server's document space.
78       <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>
79       <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
80       <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
81 <font size="-1"><pre>
82 &lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
83 &lt;Files ~ (\.cgi)&gt;
84 AddHandler perl-script .cgi
85 PerlHandler Apache::ASP
86 &lt;/Files&gt;
87 &lt;Perl&gt;
88 $MLDBM::RemoveTaint = 1;
89 &lt;/Perl&gt;
90 PerlSetVar Global /usr/local/etc/freeside/asp-global/
91 &lt;/Directory&gt;
92 </pre></font>
93     </ul></td>
94     <td><ul>
95       <li>Run <tt>make masondocs</tt>
96       <li>Copy <tt>masondocs/</tt> to your web server's document space.
97       <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
98       <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
99       <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason.  For example:
100 <font size="-1"><pre>
101 &lt;Directory /usr/local/apache/htdocs/freeside-mason&gt;
102 &lt;Files ~ (\.cgi)&gt;
103 AddHandler perl-script .cgi
104 PerlHandler HTML::Mason
105 &lt;/Files&gt;
106 &lt;Perl&gt;
107 require "/usr/local/apache/conf/handler.pl";
108 &lt;/Perl&gt;
109 &lt;/Directory&gt;
110 </pre></font>
111     </ul></td>
112   </tr>
113 </table>
114 <ul>
115 <li>Create the necessary <a href="config.html">configuration files</a>.
116 <li>Create the `/usr/local/etc/freeside/counters.<i>datasrc</i>', and 
117   `/usr/local/etc/freeside/export.<i>datasrc</i>' directories for each <i>datasrc</i> (owned by the freeside user).
118   <li>As the freeside user, run bin/fs-setup to create the database tables.
119   <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.
120 </ul>
121 </body>