proper self-service login supporting plaintext, crypt and MD5 passwords
[freeside.git] / httemplate / docs / install.html
index 2620887..0217c90 100644 (file)
@@ -3,27 +3,28 @@
 </head>
 <body>
 <h1>Installation</h1>
+<i>Note: Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.</i><br><br>
 Before installing, you need:
 <ul>
-  <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
+  <li><a href="http://www.perl.com/">Perl</a>
   <li><a href="http://www.apache.org">Apache</a> (<a href="http://www.modssl.org/">mod_ssl</a> or <a href="http://www.apache-ssl.org">Apache-SSL</a> highly recommended)
   <li><a href="http://perl.apache.org/">mod_perl</a> (if compiling your own mod_perl, make sure you set the <a href="http://perl.apache.org/guide/install.html#EVERYTHING">EVERYTHING</a>=1 compile-time option)
   <li><a href="http://www.openssh.com/">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended.  SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
   <li><a href="http://rsync.samba.org/">rsync</a>
   <li>A <b>transactional</b> database engine <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">supported</a> by Perl's <a href="http://dbi.perl.org">DBI</a>.
     <ul>
-      <li><a href="http://www.postgresql.org/">PostgreSQL</a> (v7 or higher) is recommended.
-      <li>MySQL versions before 4.1 do not support standard SQL subqueries and are <b>NOT SUPPORTED</b>.  If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=438">ticket #438</a> in the bug-tracking system and ask on the -devel mailing list.
-<!--       <li>MySQL has been reported to work.
-         <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 want to use MySQL, you <b>must</b> 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> or <a href="http://www.mysql.com/doc/I/n/InnoDB.html">InnoDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> or <code>--default-table-type=InnoDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> or <code>default-table-type=InnoDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>. -->
+      <li><a href="http://www.postgresql.org/">PostgreSQL</a> is recommended (v7or later).
+      <li><a href="http://www.mysql.com/">MySQL</a> <b>MINIMUM VERSION 4.1</b> is untested but may work.   Versions before 4.1 do not support standard SQL subqueries and are <b>NOT SUPPORTED</b>.  If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=438">ticket #438</a> in the bug-tracking system and ask on the -devel mailing list.
+<!--       <li>MySQL has been reported to work. -->
+         <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 want to use MySQL, you <b>must</b> 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> or <a href="http://www.mysql.com/doc/I/n/InnoDB.html">InnoDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> or <code>--default-table-type=InnoDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> or <code>default-table-type=InnoDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
     </ul>
-  <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
+  <li>Perl modules (<a href="http://search.cpan.org/~andk/CPAN/lib/CPAN.pm">CPAN</a> will query, download and build perl modules automatically)
     <ul>
-      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
-      <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually)
+<!--      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
+      <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually) -->
       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
-      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a>
+<!--      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a> -->
       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
@@ -32,7 +33,7 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=Net-Whois">Net-Whois</a>
       <li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
       <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
-      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a>
+<!--      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a> -->
       <li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
       <li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
       <li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
@@ -41,18 +42,21 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
-      <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL<!--, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL-->)
+      <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL)
       <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
       <li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
-      <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a> (use version 1.0x - Freeside is not yet compatible with version 1.1x)
+      <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
       <li><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
       <li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
       <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
-      <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a>
+<!-- MyAccounts, maybe only for dev     <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a> -->
+      <li><a href="http://search.cpan.org/search?dist=NetAddr-IP">NetAddr-IP</a>
+      <li><a href="http://search.cpan.org/search?dist=Chart">Chart</a>
+      <li><a href="http://search.cpan.org/search?dist=Crypt-PasswdMD5">Crypt::PasswdMD5</a>
       <li><a href="http://search.cpan.org/search?dist=ApacheDBI">Apache::DBI</a> <i>(optional but recommended for better webinterface performance)</i>
     </ul>
 </ul>
@@ -63,24 +67,23 @@ Install the Freeside distribution:
     <ul>
       <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
         <pre>
-$ su postgres
+$ su postgres (pgsql on some distributions)
 $ createuser -P freeside
 Enter password for user "freeside": 
 Enter it again: 
 Shall the new user be allowed to create databases? (y/n) y
 Shall the new user be allowed to create more new users? (y/n) n
 CREATE USER</pre>
-<!--      <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
+      <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
         <pre>
 $ mysqladmin -u root password '<i>set_a_root_database_password</i>'
 $ mysql -u root -p
 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>
--->
     </ul>
 <!--  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
   <li>Edit the top-level Makefile:
     <ul>
-      <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:host=localhost;dbname=freeside</tt> for PostgresSQL<!-- or <tt>DBI:mysql:freeside</tt> for MySQL-->.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">manpage for your DBD</a> for the exact syntax of your DBI data source.
+      <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:dbname=freeside</tt> for PostgresSQL or <tt>DBI:mysql:freeside</tt> for MySQL.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">manpage for your DBD</a> for the exact syntax of your DBI data source.
       <li>Set <tt>DB_PASSWORD</tt> to the freeside database user's password.
     </ul>
   <li>Add the freeside database to your database engine:
@@ -91,10 +94,9 @@ $ su
     <pre>
 $ su freeside
 $ createdb freeside</pre>
-<!--    (with MySQL:)
+    (with MySQL:)
     <pre>
 $ mysqladmin -u freeside -p create freeside </pre>
--->
   <li>Build and install the Perl modules:
     <pre>
 $ make perl-modules
@@ -113,7 +115,10 @@ $ su
   <tr>
     <td><ul>
       <li>Run <tt>make aspdocs</tt>
-      <li>Copy <tt>aspdocs/</tt> to your web server's document space.
+      <li>Copy <tt>aspdocs/</tt> to your web server's document space:
+<font size="-1"><pre>
+cp&nbsp;aspdocs&nbsp;/usr/local/apache/htdocs/freeside-asp
+</pre></font>
       <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>:
 <font size="-1"><pre>
 mkdir&nbsp;/usr/local/etc/freeside/asp-global/
@@ -125,34 +130,41 @@ cp&nbsp;htetc/global.asa&nbsp;/usr/local/etc/freeside/asp-global/global.asa
 </pre></font>
       <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
 <font size="-1"><pre>
+PerlModule Apache::ASP
 &lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-asp&gt;
-&lt;Files ~ (\.cgi)&gt;
-AddHandler perl-script .cgi
+&lt;Files ~ (\.cgi|\.html)&gt;
+SetHandler perl-script
 PerlHandler Apache::ASP
 &lt;/Files&gt;
 &lt;Perl&gt;
 $MLDBM::RemoveTaint = 1;
 &lt;/Perl&gt;
 PerlSetVar&nbsp;Global&nbsp;/usr/local/etc/freeside/asp-global/
-PerlSetVar Debug 2
+PerlSetVar&nbsp;Debug&nbsp;2
+PerlSetVar&nbsp;RequestBinaryRead&nbsp;Off
 &lt;/Directory&gt;
 </pre></font>
     </ul></td>
     <td><ul>
-      <li>(use version 1.0x - Freeside is not yet compatible with version 1.1x)
       <li>Run <tt>make masondocs</tt>
-      <li>Copy <tt>masondocs/</tt> to your web server's document space.
-      <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
-      <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
+      <li>Copy <tt>masondocs/</tt> to your web server's document space. (For example: <tt>/usr/local/apache/htdocs/freeside-mason</tt>)
+      <li>Copy <tt>htetc/handler.pl</tt> to <tt>/usr/local/etc/freeside</tt>
+      <li>Edit <tt>handler.pl</tt> and:
+      <ul>
+        <li> set an appropriate <tt>comp_root</tt>, such as <tt>/usr/local/apache/htdocs/freeside-mason</tt>
+        <li> set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/masondata</tt>
+      </ul>
+
       <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason.  For example:
 <font size="-1"><pre>
+PerlModule HTML::Mason
 &lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-mason&gt;
-&lt;Files ~ (\.cgi)&gt;
-AddHandler perl-script .cgi
+&lt;Files ~ (\.cgi|.html)&gt;
+SetHandler perl-script
 PerlHandler HTML::Mason
 &lt;/Files&gt;
 &lt;Perl&gt;
-require&nbsp;"/usr/local/apache/conf/handler.pl";
+require&nbsp;"/usr/local/etc/freeside/handler.pl";
 &lt;/Perl&gt;
 &lt;/Directory&gt;
 </pre></font>
@@ -163,7 +175,6 @@ require&nbsp;"/usr/local/apache/conf/handler.pl";
 <li>Restrict access to this web interface - see the <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache documentation on user authentication</a>.    For example, to configure user authentication with <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
 <pre>
 &lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
 AuthName Freeside
 AuthType Basic
 AuthUserFile /usr/local/etc/freeside/htpasswd
@@ -180,16 +191,16 @@ $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -c -h /usr/local/
 $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
     </ul>
   <i>(using other auth types, add each user to your <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache authentication</a> and then run: <tt>freeside-adduser <b>username</b></tt></i>
-  <li>As the freeside UNIX user, run <tt>bin/fs-setup <b>username</b></tt> (in the untar'ed freeside directory) to create the database tables, passing the username of a Freeside user you created above:
+  <li>As the freeside UNIX user, run <tt>freeside-setup <b>username</b></tt> to create the database tables, passing the username of a Freeside user you created above:
 <pre>
 $ su freeside
-$ cd <b>/path/to/freeside-1.4.0/</b>
-$ bin/fs-setup <b>username</b>
+$ freeside-setup <b>username</b>
 </pre>
+  Alternately, use the -s option to enable shipping addresses: <tt>freeside-setup -s <b>username</b></tt>
   <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <b>username</b></tt> (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above:
 <pre>
 $ su freeside
-$ cd <b>/path/to/freeside-1.4.0/</b>
+$ cd <b>/path/to/freeside/</b>
 $ bin/populate-msgcat <b>username</b>
 </pre>
   <li><tt>freeside-queued</tt> was installed with the Perl modules.  Start it now and ensure that is run upon system startup (Do this manually, or edit the top-level Makefile, replacing INIT_FILE with the appropriate location on your systemand QUEUED_USER with the username of a Freeside user you created above, and run <tt>make install-init</tt>)